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