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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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VEBA
Brentwood Asset Advisors
offers complete consultation to public agencies
looking to fund OPEB liabilities. Our Voluntary Employee Beneficiary
Association (VEBA) services revolve around a funding vehicle designed to
alleviate pressure from GASB 45 and to provide tax free contributions to
pay for life, sick, accident and other benefits to members and their
spouse and/or dependents. The investments are held in a 501(c)(9) trust
where the assets are completely protected in a separate and irrevocable
entity.
Brentwood acts as Trust Administrator with responsibilities that include
managing investments, enforcing due diligence, and facilitating the
relationship with the TPA. Our representatives are eager to work with
public agencies, actuaries, and attorneys whose common goal is funding
municipalities’ OPEB liabilities.
For more information please contact
Jeff Hall at 805.764.0325.
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