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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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Individual Qualified & Non Qualified Annuities
Qualified and non-qualified individual annuities
for participants in defined benefit and defined contribution
plans can be purchased at group rates through our master contracts.
By offering many competitive bids at group rates, as opposed to retail pricing,
participants can receive more monthly income and plans sponsors can incur
less cost per dollar of benefit.
Non-qualified annuities have dramatically 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.
For more information please contact
Neil Ronco at 800-642-2219.
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