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Services
• Group Annuity Contracts
• Individual Qualified & Non-Qualified Annuities
• Individual Annuity Quotes
• Group Annuity Rates
• Full Service 401K
• Funding Agreements
• VEBA
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Full Service 401 K
While our rapidly growing D.C. unit specializes in 401 (k)s designed to meet specific
client needs, our staff is experienced in all types of plans. Included are many tailored
to the public not-for-profit sectors, where constant legislative changes occur not only
at the national level, but state by state.
While it's well know that 90% of U.S. employers maintain some type of qualified plan,
it's also becoming painfully clear that many of those plans are in need of re-design,
technical or communication upgrading or, in some cases, complete overhaul. This is due
to many influences ranging from significantly improved participant and sponsor sophistication
to unexpected economic and/or legislative changes.
To keep up with these changes, Brentwood maintains close ties with research and compliance
sources, not to mention numerous quality ERISA and public sector TPAs and bundled providers.
We not only provide top-to-bottom plan consultation services, but we're in the enviable
position of being able to offer literally any level of 401 (k)/D.C. provider, from "full
service bundled" to "investment only unbundled" arrangements through both
registered and non-registered product sources. Our affiliate broker/dealer has selling
agreements with virtually every mutual fund D.C. provider and we have close, long-established
ties to all non-registered insurance company and bank sources.
Brentwood conducts on going due diligence for D.C. clients via semi-annual interviews with
all in-force providers and detailed, in-depth pre-placement analysis before we ever put
our stamp of approval on any source of D.C. investments or services.
For more information please contact
Neil Ronco at 800-642-2219.
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