Since 1984 the Brentwood Principals have placed close to 1900 group annuity contracts for pension plan terminations and settlements.  Over the past decade Brentwood has worked as an independent or co-fiduciary over 150 times on group annuity contracts worth approximately $3 billion. 

Brentwood is a full service company that works alongside a plan sponsor’s consulting actuary and legal team by providing all of the non-actuarial and non-legal services associated with the purchase of a group annuity contract.  Our work starts with pre-sale strategy and only ends once all participants have received their insurance company certificates.

 Brentwood is also extremely active in the individual and non-qualified annuity market by providing multiple “Safe Harbor” insurance company annuity quotes for individuals leaving DC and DB plans.

 Brentwood is a leading consultant and manager in developing, structuring and placement of Funding Agreements for Insurance Company's and the Short-Term Cash Management Industry including Banks, Mutual Funds, and Corporate Accounts. 


Current Group Annuity Rates

January 2, 2014
Immediate 3.80% - 4.00%
Deferred 4.10% - 4.30%

February 3, 2014
Immediate 3.60% - 3.80%
Deferred 3.85% - 4.05%

March 3, 2014
Immediate 3.50% - 3.70%
Deferred 3.70% - 3.90%

March 17,2014
Immediate 3.40% - 3.60%
Deferred 3.65% - 3.85%

April 1, 2014
Immediate 3.40% - 3.60%
Deferred 3.65% - 3.85%

April 15, 2014
Immediate 3.25% - 3.45%
Deferred 3.55% - 3,75%

May 1, 2014
Immediate 3.20% - 3.40%
Deferred 3.45% - 3.65%

May 15, 2014
Immediate 3.15% - 3.35%
Deferred 3.40% - 3.60%

June 2, 2014
Immediate 3.05% - 3.25%
Deferred 3.30% - 3.50%

June 16, 2014
Immediate 3.00% - 3.20%
Deferred 3.25% - 3.45%

July 1, 2014
Immediate 2.90% - 3.10%
Deferred 3.15% - 3.35%

July 15, 2014
Immediate 2.85% - 3.05%
Deferred 3.10% - 3.30%

August 4, 2014
Immediate 2.95% - 3.15%
Deferred 3.05% - 3.25%

September 3, 2014
Immediate 2.90% - 3.10%
Deferred 3.00% - 3.20%

September 15, 2014
Immediate 3.00% - 3.20%
Deferred 3.10% - 3.30%

October 1, 2014
Immediate 2.80% - 3.00%
Deferred 3.15% - 3.35%

October 15, 2014
Immediate 2.50% - 2.70%
Deferred 2.95% - 3.15%

November 3, 2014
Immediate 2.80% - 3.00%
Deferred 3.00% - 3.10%

November 17, 2014
Immediate 2.75% - 2.95%
Deferred 3.00% - 3.10%

December 1, 2014
Immediate 2.70% - 2.90%
Deferred 2.95% - 3.15%

December 15, 2014
Immediate 2.50% - 2.70%
Deferred 2.75% - 2.95%

January 5, 2015
Immediate 2.35% - 2.55%
Term Vested 2.45% - 2.65%
Actives 2.70% - 2.90%

January 15, 2015
Immediate 2.20% - 2.40%
Term Vested 2.30% - 2.50%
Actives 2.55% - 2.75%

Feburary 2, 2015
Immediate 2.10% - 2.30%
Term Vested 2.20% - 2.40%
Actives 2.40% - 2.65%

Feburary 16, 2015
Immediate 2.40% - 2.60%
Term Vested 2.55% - 2.75%
Actives 2.75% - 2.95%

March 2nd, 2015
Immediate 2.50% - 2.70%
Term Vested 2.65% - 2.85%
Actives 2.95% - 3.05%

March 16th, 2015
Immediate 2.50% - 2.70%
Term Vested 2.60% - 2.80%
Actives 2.85% - 3.00%

April 6th, 2015
Immediate 2.50% - 2.70%
Term Vested 2.45% - 2.65%
Actives 2.70% - 2.90%

April 15th, 2015
Immediate 2.35% - 2.55%
Term Vested 2.45% - 2.65%
Actives 2.75% - 2.95%

May 4th, 2015
Immediate 2.50% - 2.70%
Term Vested 2.60% - 2.80%
Actives 2.90% - 3.10%

May 18th, 2015
Immediate 2.60% - 2.80%
Term Vested 2.85% - 2.95%
Actives 2.95% - 3.15%

June 3rd, 2015
Immediate 2.70% - 2.90%
Term Vested 2.85% - 2.95%
Actives 3.10% - 3.30%

June 15th, 2015
Immediate 2.65% - 2.85%
Term Vested 2.90% - 3.10%
Actives 3.25% - 3.45%

July 1st, 2015
Immediate 2.70% - 2.90%
Term Vested 2.95% - 3.15%
Actives 3.30% - 3.50%

July 13th, 2015
Immediate 2.90% - 3.10%
Term Vested 3.00% - 3.20%
Actives 3.20% - 3.40%

August 3rd, 2015
Immediate 2.70% - 2.90%
Term Vested 2.80% - 3.00%
Actives 3.00% - 3.20%

August 10th, 2015
Immediate 2.70% - 2.90%
Term Vested 2.80% - 3.00%
Actives 3.00% - 3.20%

September 3rd, 2015
Immediate 2.60% - 2.80%
Term Vested 2.85% - 3.05%
Actives 3.10% - 3.30%

September 15th, 2015
Immediate 2.60% - 2.80%
Term Vested 2.85% - 3.05%
Actives 3.20% - 3.40%

October 5th, 2015
Immediate 2.50% - 2.70%
Term Vested 2.80% - 3.00%
Actives 3.15% - 3.25%

October 15th, 2015
Immediate 2.65% - 2.85%
Term Vested 2.60% - 2.85%
Actives 2.95% - 3.20%

November 2nd, 2015
Immediate 2.60% - 2.80%
Term Vested 2.90% - 3.10%
Actives 3.25% - 3.45%

November 18th, 2015
Immediate 2.70% - 2.90%
Term Vested 2.90% - 3.10%
Actives 3.15% - 3.35%

December 1st, 2015
Immediate 2.70% - 2.90%
Term Vested 3.00% - 3.20%
Actives 3.25% - 3.45%

December 15th, 2015
Immediate 2.80% - 3.00%
Term Vested 2.90% - 3.10%
Actives 3.25% - 3.45%

January 5th, 2016
Immediate 2.75% - 2.95%
Term Vested 3.05% - 3.25%
Actives 3.40% - 3.60%

January 19th, 2016
Immediate 2.60% - 2.80%
Term Vested 2.90% - 3.10%
Actives 3.30% - 3.50%

February 2nd, 2016
Immediate 2.60% - 2.80%
Term Vested 2.85% - 3.05%
Actives 3.05% - 3.25%

February 16th, 2016
Immediate 2.35% - 2.55%
Term Vested 2.75% - 2.95%
Actives 3.15% - 3.35%

March 1st, 2016
Immediate 2.35% - 2.55%
Term Vested 2.75% - 2.95%
Actives 3.15% - 3.35%

March 15th, 2016
Immediate 2.50% - 2.70%
Term Vested 2.85% - 3.05%
Actives 3.25% - 3.45%

April 4th, 2016
Immediate 2.35% - 2.55%
Term Vested 2.70% - 2.90%
Actives 3.10% - 3.30%

April 15th, 2016
Immediate 2.35% - 2.55%
Term Vested 2.75% - 2.95%
Actives 3.15% - 3.35%

May 2nd, 2016
Immediate 2.35% - 2.55%
Term Vested 2.70% - 2.90%
Actives 3.05% - 3.15%

May 17th, 2016
Immediate 2.35% - 2.55%
Term Vested 2.70% - 2.90%
Actives 2.90% - 3.05%

June 1st, 2016
Immediate 2.45% - 2.65%
Term Vested 2.80% - 3.00%
Actives 3.15% - 3.25%

June 15th, 2016
Immediate 2.20% - 2.40%
Term Vested 2.55% - 2.75%
Actives 2.90% - 3.10%

July 5th, 2016
Immediate 2.05% - 2.20%
Term Vested 2.40% - 3.60%
Actives 2.75% - 2.95%

August 15th, 2016
Immediate 2.00% - 2.20%
Term Vested 2.35% - 2.55%
Actives 2.70% - 2.90%

September 6, 2016
Immediate 2.00% - 2.20%
Term Vested 2.35% - 2.55%
Actives 2.65% - 2.85%

September 19, 2016
Immediate 2.10% - 2.30%
Term Vested 2.45% - 2.65%
Actives 2.75% - 2.95%

October 3, 2016
Immediate 2.05% - 2.25%
Term Vested 2.40% - 2.60%
Actives 2.70% - 2.90%

November 1, 2016
Immediate 2.25% - 2.45%
Term Vested 2.60% - 2.80%
Actives 2.85% - 3.05%

November 15, 2016
Immediate 2.55% - 2.75%
Term Vested 2.90% - 3.10%
Actives 3.15% - 3.35%

December 5, 2016
Immediate 2.70% - 2.90%
Term Vested 3.05% - 3.25%
Actives 3.30% - 3.50%

December 19, 2016
Immediate 2.85% - 3.05%
Term Vested 3.20% - 3.40%
Actives 3.40% - 3.60%

January 5, 2017
Immediate 2.70% - 2.90%
Term Vested 3.00% - 3.20%
Actives 3.20% - 3.40%

January 17, 2017
Immediate 2.55% - 2.75%
Term Vested 2.85% - 3.05%
Actives 3.10% - 3.30%

February 3, 2017
Immediate 2.70% - 2.90%
Term Vested 3.00% - 3.20%
Actives 3.25% - 3.45%

February 15, 2017
Immediate 2.65% - 2.85%
Term Vested 2.95% - 3.15%
Actives 3.20% - 3.40%

March 6, 2017
Immediate 2.65% - 2.85%
Term Vested 2.95% - 3.15%
Actives 3.15% - 3.35%

March 15, 2017
Immediate 2.70% - 2.90%
Term Vested 3.00% - 3.20%
Actives 3.25% - 3.45%

April 7, 2017
Immediate 2.45% - 2.65%
Term Vested 2.75% - 2.95%
Actives 2.95% - 3.15%

April 18, 2017
Immediate 2.45% - 2.55%
Term Vested 2.75% - 2.85%
Actives 2.95% - 3.05%

May 1, 2017
Immediate 2.50% - 2.60%
Term Vested 2.80% - 2.90%
Actives 3.05% - 3.15%

May 16, 2017
Immediate 2.55% - 2.65%
Term Vested 2.80% - 2.95%
Actives 3.05% - 3.15%

June 6, 2017
Immediate 2.45% - 2.55%
Term Vested 2.75% - 2.85%
Actives 2.95% - 3.05%

June 19, 2017
Immediate 2.40% - 2.50%
Term Vested 2.70% - 2.80%
Actives 2.90% - 3.00%

July 6, 2017
Immediate 2.50% - 2.60%
Term Vested 2.80% - 2.90%
Actives 3.00% - 3.10%

July 17, 2017
Immediate 2.45% - 2.55%
Term Vested 2.80% - 2.90%
Actives 3.00% - 3.10%

August 7, 2017
Immediate 2.45% - 2.55%
Term Vested 2.70% - 2.80%
Actives 2.90% - 3.00%

September 5, 2017
Immediate 2.35% - 2.45%
Term Vested 2.60% - 2.70%
Actives 2.80% - 2.90%

September 18, 2017
Immediate 2.45% - 2.55%
Term Vested 2.70% - 2.80%
Actives 2.90% - 3.00%

October 2, 2017
Immediate 2.50% - 2.60%
Term Vested 2.75% - 2.85%
Actives 2.95% - 3.05%

October 18, 2017
Immediate 2.45% - 2.55%
Term Vested 2.70% - 2.80%
Actives 2.90% - 3.00%

November 6, 2017
Immediate 2.50% - 2.60%
Term Vested 2.75% - 2.85%
Actives 2.95% - 3.05%

November 15, 2017
Immediate 2.55% - 2.65
Term Vested 2.80% - 2.90%
Actives 3.00% - 3.10%

December 4, 2017
Immediate 2.65% - 2.75%
Term Vested 2.80% - 2.90%
Actives 3.00% - 3.10%

December 18, 2017
Immediate 2.65% - 2.75
Term Vested 2.80% - 2.90%
Actives 3.00% - 3.10%

January 2, 2018
Immediate 2.65% - 2.75%
Term Vested 2.80% - 2.90%
Actives 3.00% - 3.10%

January 16, 2018
Immediate 2.75% - 2.85%
Term Vested 2.90% - 3.00%
Actives 3.10% - 3.20%

February 5, 2018
Immediate 2.90% - 3.00%
Term Vested 3.00% - 3.10%
Actives 3.25% - 3.35%

February 15, 2018
Immediate 2.90% - 3.00%
Term Vested 3.00% - 3.10%
Actives 3.25% - 3.35%

March 5, 2018
Immediate 2.90% - 3.00%
Term Vested 3.00% - 3.10%
Actives 3.25% - 3.35%

March 19, 2018
Immediate 2.90% - 3.00%
Term Vested 3.00% - 3.10%
Actives 3.25% - 3.35%

April 2, 2018
Immediate 2.85% - 2.95%
Term Vested 2.95% - 3.05%
Actives 3.20% - 3.30%

April 17, 2018
Immediate 2.90% - 3.00%
Term Vested 3.00% - 3.10%
Actives 3.25% - 3.35%

May 1, 2018
Immediate 3.05% - 3.15%
Term Vested 3.15% - 3.25%
Actives 3.40% - 3.50%

May 15, 2018
Immediate 3.05% - 3.15%
Term Vested 3.15% - 3.25%
Actives 3.35% - 3.45%

June 6, 2018
Immediate 3.05% - 3.15%
Term Vested 3.15% - 3.25%
Actives 3.35% - 3.45%

June 18, 2018
Immediate 3.05% - 3.15%
Term Vested 3.15% - 3.25%
Actives 3.35% - 3.45%

July 3, 2018
Immediate 3.00% - 3.10%
Term Vested 3.10% - 3.20%
Actives 3.30% - 3.40%

July 16, 2018
Immediate 3.00% - 3.10%
Term Vested 3.10% - 3.20%
Actives 3.30% - 3.40%

August 1, 2018
Immediate 3.20% - 3.30%
Term Vested 3.30% - 3.40%
Actives 3.45% - 3.55%

August 15, 2018
Immediate 3.05% - 3.15%
Term Vested 3.15% - 3.25%
Actives 3.35% - 3.45%

September 4, 2018
Immediate 3.10% - 3.20%
Term Vested 3.20% - 3.30%
Actives 3.35% - 3.45%

September 17, 2018
Immediate 3.20% - 3.30%
Term Vested 3.30% - 3.40%
Actives 3.45% - 3.55%

October 1, 2018
Immediate 3.25% - 3.35%
Term Vested 3.35% - 3.45%
Actives 3.50% - 3.60%

October 15, 2018
Immediate 3.30% - 3.40%
Term Vested 3.40% - 3.50%
Actives 3.60% - 3.70%

If you want to learn more about the Brentwood perspective, click on the following link below.