Non Qualified Annuities

Non-qualified annuities have increased in popularity as economic events have left participants questioning the value of their SERP benefits. By transferring these liabilities to an insurance company participants can shield their post-retirement benefits from potential plan sponsor creditors. These transactions are complicated and require an understanding of applicable tax laws. 

Brentwood has successfully worked in this market on all size cases, from one participant to a single $600 million transaction.