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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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Group Annuity Contracts
Brentwood Asset Advisors, LLC
has worked on group annuity
contracts for pension plan terminations and settlements ranging from one
participant to a $600 million transaction. A full service company, we
work with clients in all phases of this process from pre-sale consulting
to post-sale contract negotiation.
For plan sponsors who have never worked on this
transaction it can appear to be a very complex and nerve wracking task.
Our goal is to make this seem like an effortless journey by helping plan
sponsors discharge their fiduciary responsibility at the lowest possible
cost. Our proprietary credit analysis and negotiating techniques have
been the basis for our success in this market as evidenced by the fact
that we have led the nation in group annuity contract placements in 2005,
2003 and 2002.
We are so confident of our insurance company credit
analysis that we are willing to act as a co-fiduciary. Brentwood will
provide a written recommendation to plan sponsors that satisfies the
requirements of both DOL Bulletin 95-1 and the relevant court case of
Bussian vs RJR Nabisco.
For more information please contact
Neil Ronco at 800-642-2219.
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