BRENTWOOD ASSET ADVISORS, INC
BAA CAPITAL ADVISORS, INC
BAA ADMINISTRATION SERVICES, LLC
Pension Risk Transfer
DC & DB
Individual Annuities
Non Qualified Annuities
Veba
Management Team
The Brentwood Companies
Since 1984 the Brentwood Principals have placed approximately 3000 group annuity contracts for pension plan terminations and pension risk transfer. Over the past decade Brentwood has worked as an independent fiduciary 3(38) or co-fiduciary 3(21) over 180 times on group annuity contracts worth well over $3 billion. Unlike companies that have recently entered this market or do this work as an add-on to their main business this is our specialty and accounts for the vast majority of our revenue.
Brentwood is a full-service company that works alongside a plan sponsor’s consulting actuary, investment advisor and legal team by providing all of the services associated with the purchase of a group annuity contract. Our work starts with pre-sale strategy and only ends once all participants have received their insurance company certificates.
Brentwood is also extremely active in the individual and non-qualified annuity market by providing multiple “Safe Harbor” insurance company annuity quotes for individuals leaving DC and DB plans.
Current Group Annuity Rates
November 17, 2024
Immediate: 4.50% – 4.65%
Term. Vested: 4.40% – 4.60%
Actives: 4.40% – 4.75%
Immediate: 4.50% – 4.65%
Term. Vested: 4.40% – 4.60%
Actives: 4.40% – 4.75%
November 4, 2024
Immediate: 4.35% – 4.50%
Term. Vested: 4.25% – 4.50%
Actives: 4.25%- 4.65%
Immediate: 4.35% – 4.50%
Term. Vested: 4.25% – 4.50%
Actives: 4.25%- 4.65%
October 15, 2024
Immediate: 4.30% – 4.45%
Term. Vested: 4.20% – 4.45%
Actives: 4.20% – 4.60%
Immediate: 4.30% – 4.45%
Term. Vested: 4.20% – 4.45%
Actives: 4.20% – 4.60%
October 1, 2024
Immediate: 4.00% – 4.15%
Term. Vested: 3.90% – 4.15%
Actives: 3.95%- 4.30%
Immediate: 4.00% – 4.15%
Term. Vested: 3.90% – 4.15%
Actives: 3.95%- 4.30%
September 16, 2024
Immediate: 3.90% – 4.05%
Term. Vested: 3.80% – 4.05%
Actives: 3.85% – 4.20%
Immediate: 3.90% – 4.05%
Term. Vested: 3.80% – 4.05%
Actives: 3.85% – 4.20%
September 3, 2024
Immediate: 4.20% – 4.35%
Term. Vested: 4.05% – 4.30%
Actives: 4.10%- 4.45%
Immediate: 4.20% – 4.35%
Term. Vested: 4.05% – 4.30%
Actives: 4.10%- 4.45%
August 15, 2024
Immediate: 4.15% – 4.30%
Term. Vested: 4.00% – 4.25%
Actives: 4.05% – 4.40%
Immediate: 4.15% – 4.30%
Term. Vested: 4.00% – 4.25%
Actives: 4.05% – 4.40%
August 5, 2024
Immediate: 3.90% – 4.05%
Term. Vested: 3.75% – 4.00%
Actives: 3.80%- 4.15%
Immediate: 3.90% – 4.05%
Term. Vested: 3.75% – 4.00%
Actives: 3.80%- 4.15%
July 15, 2024
Immediate: 4.45% – 4.60%
Term. Vested: 4.35% – 4.55%
Actives: 4.35% – 4.70%
Immediate: 4.45% – 4.60%
Term. Vested: 4.35% – 4.55%
Actives: 4.35% – 4.70%
July 1, 2024
Immediate: 4.60% – 4.80%
Term. Vested: 4.45% – 4.75%
Actives: 4.50%- 4.85%
Immediate: 4.60% – 4.80%
Term. Vested: 4.45% – 4.75%
Actives: 4.50%- 4.85%
June 17, 2024
Immediate: 4.45% – 4.60%
Term. Vested: 4.35% – 4.55%
Actives: 4.30% – 4.65%
Immediate: 4.45% – 4.60%
Term. Vested: 4.35% – 4.55%
Actives: 4.30% – 4.65%
June 3, 2024
Immediate: 4.70% – 4.85%
Term. Vested: 4.60% – 4.80%
Actives: 4.50%- 4.85%
Immediate: 4.70% – 4.85%
Term. Vested: 4.60% – 4.80%
Actives: 4.50%- 4.85%
May 15, 2024
Immediate: 4.75% – 4.90%
Term. Vested: 4.60% – 4.85%
Actives: 4.60% – 4.90%
Immediate: 4.75% – 4.90%
Term. Vested: 4.60% – 4.85%
Actives: 4.60% – 4.90%
May 1, 2024
Immediate: 4.85% – 5.00%
Term. Vested: 4.70% – 4.95%
Actives: 4.70%- 5.00%
Immediate: 4.85% – 5.00%
Term. Vested: 4.70% – 4.95%
Actives: 4.70%- 5.00%
April 15, 2024
Immediate: 4.80% – 4.95%
Term. Vested: 4.65% – 4.90%
Actives: 4.65% – 5.00%
Immediate: 4.80% – 4.95%
Term. Vested: 4.65% – 4.90%
Actives: 4.65% – 5.00%
April 1, 2024
Immediate: 4.50% – 4.65%
Term. Vested: 4.40% – 4.60%
Actives: 4.40%- 4.70%
Immediate: 4.50% – 4.65%
Term. Vested: 4.40% – 4.60%
Actives: 4.40%- 4.70%
March 18, 2024
Immediate: 4.55% – 4.70%
Term. Vested: 4.45% – 4.65%
Actives: 4.40% – 4.70%
Immediate: 4.55% – 4.70%
Term. Vested: 4.45% – 4.65%
Actives: 4.40% – 4.70%
March 4, 2024
Immediate: 4.50% – 4.65%
Term. Vested: 4.30% – 4.55%
Actives: 4.35%- 4.60%
Immediate: 4.50% – 4.65%
Term. Vested: 4.30% – 4.55%
Actives: 4.35%- 4.60%
February 15, 2024
Immediate: 4.55% – 4.70%
Term. Vested: 4.35% – 4.60%
Actives: 4.40% – 4.65%
Immediate: 4.55% – 4.70%
Term. Vested: 4.35% – 4.60%
Actives: 4.40% – 4.65%
February 1, 2024
Immediate: 4.50% – 4.65%
Term. Vested: 4.30% – 4.55%
Actives: 4.35%- 4.60%
Immediate: 4.50% – 4.65%
Term. Vested: 4.30% – 4.55%
Actives: 4.35%- 4.60%
January 16, 2024
Immediate: 4.50% – 4.65%
Term. Vested: 4.30% – 4.55%
Actives: 4.35% – 4.60%
Immediate: 4.50% – 4.65%
Term. Vested: 4.30% – 4.55%
Actives: 4.35% – 4.60%
January 2, 2024
Immediate: 4.45% – 4.60%
Term. Vested: 4.30% – 4.50%
Actives: 4.25%- 4.50%
Immediate: 4.45% – 4.60%
Term. Vested: 4.30% – 4.50%
Actives: 4.25%- 4.50%
December 18, 2023
Immediate: 4.55% – 4.70%
Term. Vested: 4.40% – 4.60%
Actives: 4.35% – 4.60%
Immediate: 4.55% – 4.70%
Term. Vested: 4.40% – 4.60%
Actives: 4.35% – 4.60%
December 4, 2023
Immediate: 4.85% – 5.00%
Term. Vested: 4.70% – 4.90%
Actives: 4.75%- 5.00%
Immediate: 4.85% – 5.00%
Term. Vested: 4.70% – 4.90%
Actives: 4.75%- 5.00%
November 15, 2023
Immediate: 5.10% – 5.25%
Term. Vested: 5.00% – 5.15%
Actives: 5.05% – 5.25%
Immediate: 5.10% – 5.25%
Term. Vested: 5.00% – 5.15%
Actives: 5.05% – 5.25%
November 1, 2023
Immediate: 5.40% – 5.55%
Term. Vested: 5.30% – 5.50%
Actives: 5.40%- 5.60%
Immediate: 5.40% – 5.55%
Term. Vested: 5.30% – 5.50%
Actives: 5.40%- 5.60%
October 16, 2023
Immediate: 5.20% – 5.35%
Term. Vested: 5.10% – 5.30%
Actives: 5.20% – 5.40%
Immediate: 5.20% – 5.35%
Term. Vested: 5.10% – 5.30%
Actives: 5.20% – 5.40%
October 2, 2023
Immediate: 5.15% – 5.30%
Term. Vested: 5.05% – 5.25%
Actives: 5.15%- 5.35%
Immediate: 5.15% – 5.30%
Term. Vested: 5.05% – 5.25%
Actives: 5.15%- 5.35%
September 18, 2023
Immediate: 4.95% – 5.05%
Term. Vested: 4.80% – 5.00%
Actives: 4.80% – 5.10%
Immediate: 4.95% – 5.05%
Term. Vested: 4.80% – 5.00%
Actives: 4.80% – 5.10%
September 1, 2023
Immediate: 4.80% – 4.95%
Term. Vested: 4.70% – 4.90%
Actives: 4.75%- 5.00%
Immediate: 4.80% – 4.95%
Term. Vested: 4.70% – 4.90%
Actives: 4.75%- 5.00%
August 15, 2023
Immediate: 4.80% – 4.95%
Term. Vested: 4.70% – 4.90%
Actives: 4.75% – 5.00%
Immediate: 4.80% – 4.95%
Term. Vested: 4.70% – 4.90%
Actives: 4.75% – 5.00%
August 1, 2023
Immediate: 4.65% – 4.75%
Term. Vested: 4.55% – 4.70%
Actives: 4.55%- 4.80%
Immediate: 4.65% – 4.75%
Term. Vested: 4.55% – 4.70%
Actives: 4.55%- 4.80%
July 17, 2023
Immediate: 4.55% – 4.65%
Term. Vested: 4.40% – 4.60%
Actives: 4.45%- 4.70%
Immediate: 4.55% – 4.65%
Term. Vested: 4.40% – 4.60%
Actives: 4.45%- 4.70%
June 15, 2023
Immediate: 4.50% – 4.60%
Term. Vested: 4.35% – 4.55%
Actives: 4.40% – 4.70%
Immediate: 4.50% – 4.60%
Term. Vested: 4.35% – 4.55%
Actives: 4.40% – 4.70%
June 1, 2023
Immediate: 4.30% – 4.45%
Term. Vested: 4.30% – 4.45%
Actives: 4.45%- 4.65%
Immediate: 4.30% – 4.45%
Term. Vested: 4.30% – 4.45%
Actives: 4.45%- 4.65%
May 15, 2023
Immediate: 4.25% – 4.40%
Term. Vested: 4.20% – 4.40%
Actives: 4.30% – 4.55%
Immediate: 4.25% – 4.40%
Term. Vested: 4.20% – 4.40%
Actives: 4.30% – 4.55%
May 1, 2023
Immediate: 4.25% – 4.35%
Term. Vested: 4.20% – 4.35%
Actives: 4.15%- 4.45%
Immediate: 4.25% – 4.35%
Term. Vested: 4.20% – 4.35%
Actives: 4.15%- 4.45%
April 17, 2023
Immediate: 4.35% – 4.45%
Term. Vested: 4.30% – 4.45%
Actives: 4.30% – 4.55%
Immediate: 4.35% – 4.45%
Term. Vested: 4.30% – 4.45%
Actives: 4.30% – 4.55%
March 15, 2023
Immediate: 4.35% – 4.45%
Term. Vested: 4.20% – 4.30%
Actives: 4.15% – 4.35%
Immediate: 4.35% – 4.45%
Term. Vested: 4.20% – 4.30%
Actives: 4.15% – 4.35%
March 1, 2023
Immediate: 4.45% – 4.60%
Term. Vested: 4.35% – 4.55%
Actives: 4.40%- 4.60%
Immediate: 4.45% – 4.60%
Term. Vested: 4.35% – 4.55%
Actives: 4.40%- 4.60%
February 15, 2023
Immediate: 4.30% – 4.40%
Term. Vested: 4.20% – 4.40%
Actives: 4.25% – 4.45%
Immediate: 4.30% – 4.40%
Term. Vested: 4.20% – 4.40%
Actives: 4.25% – 4.45%
February 1, 2023
Immediate: 4.20% – 4.30%
Term. Vested: 4.20% – 4.30%
Actives: 4.20%- 4.40%
Immediate: 4.20% – 4.30%
Term. Vested: 4.20% – 4.30%
Actives: 4.20%- 4.40%
January 17, 2023
Immediate: 4.25% – 4.35%
Term. Vested: 4.20% – 4.35%
Actives: 4.30% – 4.45%
Immediate: 4.25% – 4.35%
Term. Vested: 4.20% – 4.35%
Actives: 4.30% – 4.45%
January 4, 2023
Immediate: 4.45% – 4.55%
Term. Vested: 4.45% – 4.55%
Actives: 4.55%- 4.650%
Immediate: 4.45% – 4.55%
Term. Vested: 4.45% – 4.55%
Actives: 4.55%- 4.650%
December 15, 2022
Immediate: 4.15% – 4.25%
Term. Vested: 4.20% – 4.30%
Actives: 4.35% – 4.45%
Immediate: 4.15% – 4.25%
Term. Vested: 4.20% – 4.30%
Actives: 4.35% – 4.45%
December 5, 2022
Immediate: 4.25% – 4.35%
Term. Vested: 4.35% – 4.45%
Actives: 4.50%- 4.60%
Immediate: 4.25% – 4.35%
Term. Vested: 4.35% – 4.45%
Actives: 4.50%- 4.60%
November 15, 2022
Immediate: 4.60% – 4.70%
Term. Vested: 4.70% – 4.80%
Actives: 4.85% – 4.95%
Immediate: 4.60% – 4.70%
Term. Vested: 4.70% – 4.80%
Actives: 4.85% – 4.95%
November 1, 2022
Immediate: 4.85% – 4.95%
Term. Vested: 4.95% – 5.05%
Actives: 5.10%- 5.20%
Immediate: 4.85% – 4.95%
Term. Vested: 4.95% – 5.05%
Actives: 5.10%- 5.20%
October 17, 2022
Immediate: 4.60% – 4.70%
Term. Vested: 4.70% – 4.80%
Actives: 4.85% – 4.95%
Immediate: 4.60% – 4.70%
Term. Vested: 4.70% – 4.80%
Actives: 4.85% – 4.95%
October 1, 2022
Immediate: 4.35% – 4.45%
Term. Vested: 4.45% – 4.55%
Actives: 4.60%- 4.70%
Immediate: 4.35% – 4.45%
Term. Vested: 4.45% – 4.55%
Actives: 4.60%- 4.70%
September 15, 2022
Immediate: 3.90% – 4.00%
Term. Vested: 3.95% – 4.05%
Actives: 4.15% – 4.25%
Immediate: 3.90% – 4.00%
Term. Vested: 3.95% – 4.05%
Actives: 4.15% – 4.25%
September 1, 2022
Immediate: 3.80% – 3.90%
Term. Vested: 3.90% – 4.00%
Actives: 4.05%- 4.15%
Immediate: 3.80% – 3.90%
Term. Vested: 3.90% – 4.00%
Actives: 4.05%- 4.15%
August 15, 2022
Immediate: 3.60% – 3.70%
Term. Vested: 3.70% – 3.80%
Actives: 3.85% – 3.95%
Immediate: 3.60% – 3.70%
Term. Vested: 3.70% – 3.80%
Actives: 3.85% – 3.95%
August 2, 2022
Immediate: 3.50% – 3.60%
Term. Vested: 3.60% – 3.70%
Actives: 3.75% – 3.85%
Immediate: 3.50% – 3.60%
Term. Vested: 3.60% – 3.70%
Actives: 3.75% – 3.85%
July 15, 2022
Immediate: 3.75% – 3.85%
Term. Vested: 3.80% – 3.90%
Actives: 3.95% – 4.05%
Immediate: 3.75% – 3.85%
Term. Vested: 3.80% – 3.90%
Actives: 3.95% – 4.05%
July 5, 2022
Immediate: 3.55% – 3.65%
Term. Vested: 3.65% – 3.75%
Actives: 3.80% – 3.90%
Immediate: 3.55% – 3.65%
Term. Vested: 3.65% – 3.75%
Actives: 3.80% – 3.90%
June 1, 2022
Immediate: 3.35% – 3.45%
Term. Vested: 3.45% – 3.55%
Actives: 3.65% – 3.75%
Immediate: 3.35% – 3.45%
Term. Vested: 3.45% – 3.55%
Actives: 3.65% – 3.75%
May 17, 2022
Immediate: 3.35% – 3.45%
Term. Vested: 3.45% – 3.65%
Actives: 3.55% – 3.75%
Immediate: 3.35% – 3.45%
Term. Vested: 3.45% – 3.65%
Actives: 3.55% – 3.75%
May 2, 2022
Immediate: 3.30% – 3.40%
Term. Vested: 3.40% – 3.50%
Actives: 3.55% – 3.65%
Immediate: 3.30% – 3.40%
Term. Vested: 3.40% – 3.50%
Actives: 3.55% – 3.65%
April 18, 2022
Immediate: 3.15% – 3.25%
Term. Vested: 3.25% – 3.35%
Actives: 3.40% – 3.50%
Immediate: 3.15% – 3.25%
Term. Vested: 3.25% – 3.35%
Actives: 3.40% – 3.50%
April 4, 2022
Immediate: 2.80% – 2.90%
Term. Vested: 2.90% – 3.00%
Actives: 3.05% – 3.15%
Immediate: 2.80% – 2.90%
Term. Vested: 2.90% – 3.00%
Actives: 3.05% – 3.15%
March 15, 2022
Immediate: 2.55% – 2.65%
Term. Vested: 2.70% – 2.80%
Actives: 2.85% – 2.95%
Immediate: 2.55% – 2.65%
Term. Vested: 2.70% – 2.80%
Actives: 2.85% – 2.95%
March 1, 2022
Immediate: 2.30% – 2.40%
Term. Vested: 2.45% – 2.55%
Actives: 2.60% – 2.70%
Immediate: 2.30% – 2.40%
Term. Vested: 2.45% – 2.55%
Actives: 2.60% – 2.70%
February 15, 2022
Immediate: 2.30% – 2.40%
Term. Vested: 2.45% – 2.55%
Actives: 2.60% – 2.70%
Immediate: 2.30% – 2.40%
Term. Vested: 2.45% – 2.55%
Actives: 2.60% – 2.70%
February 1, 2022
Immediate: 2.15% – 2.25%
Term. Vested: 2.30% – 2.40%
Actives: 2.45% – 2.55%
Immediate: 2.15% – 2.25%
Term. Vested: 2.30% – 2.40%
Actives: 2.45% – 2.55%
January 18, 2022
Immediate: 2.15% – 2.25%
Term. Vested: 2.30% – 2.40%
Actives: 2.45% – 2.55%
Immediate: 2.15% – 2.25%
Term. Vested: 2.30% – 2.40%
Actives: 2.45% – 2.55%
January 3, 2022
Immediate: 1.95% – 2.05%
Term. Vested: 2.10% – 2.20%
Actives: 2.25% – 2.35%
Immediate: 1.95% – 2.05%
Term. Vested: 2.10% – 2.20%
Actives: 2.25% – 2.35%
December 15, 2021
Immediate: 1.90% – 2.00%
Term. Vested: 2.05% – 2.15%
Actives: 2.20% – 2.30%
Immediate: 1.90% – 2.00%
Term. Vested: 2.05% – 2.15%
Actives: 2.20% – 2.30%
December 1, 2021
Immediate: 1.95% – 2.05%
Term. Vested: 2.10% – 2.20%
Actives: 2.25% – 2.35%
Immediate: 1.95% – 2.05%
Term. Vested: 2.10% – 2.20%
Actives: 2.25% – 2.35%
November 16, 2021
Immediate: 2.00% – 2.10%
Term. Vested: 2.15% – 2.25%
Actives: 2.30% – 2.40%
Immediate: 2.00% – 2.10%
Term. Vested: 2.15% – 2.25%
Actives: 2.30% – 2.40%
November 1, 2021
Immediate: 2.00% – 2.10%
Term. Vested: 2.15% – 2.25%
Actives: 2.30% – 2.40%
Immediate: 2.00% – 2.10%
Term. Vested: 2.15% – 2.25%
Actives: 2.30% – 2.40%
October 15, 2021
Immediate: 2.05% – 2.15%
Term. Vested: 2.20% – 2.30%
Actives: 2.40% – 2.50%
Immediate: 2.05% – 2.15%
Term. Vested: 2.20% – 2.30%
Actives: 2.40% – 2.50%
October 1, 2021
Immediate: 1.95% – 2.05%
Term. Vested: 2.10% – 2.20%
Actives: 2.30% – 2.40%
Immediate: 1.95% – 2.05%
Term. Vested: 2.10% – 2.20%
Actives: 2.30% – 2.40%
September 15, 2021
Immediate: 1.85% – 1.95%
Term. Vested: 2.00% – 2.10%
Actives: 2.20% – 2.30%
Immediate: 1.85% – 1.95%
Term. Vested: 2.00% – 2.10%
Actives: 2.20% – 2.30%
September 1, 2021
Immediate: 1.85% – 1.95%
Term. Vested: 2.00% – 2.10%
Actives: 2.20% – 2.30%
Immediate: 1.85% – 1.95%
Term. Vested: 2.00% – 2.10%
Actives: 2.20% – 2.30%
August 16, 2021
Immediate: 1.85% – 1.95%
Term. Vested: 2.00% – 2.10%
Actives: 2.32% – 2.30%
Immediate: 1.85% – 1.95%
Term. Vested: 2.00% – 2.10%
Actives: 2.32% – 2.30%
August 3, 2021
Immediate: 1.85% – 1.95%
Term. Vested: 2.00% – 2.10%
Actives: 2.20% – 2.30%
Immediate: 1.85% – 1.95%
Term. Vested: 2.00% – 2.10%
Actives: 2.20% – 2.30%
July 15, 2021
Immediate: 1.95% – 2.05%
Term. Vested: 2.10% – 2.20%
Actives: 2.30% – 2.40%
Immediate: 1.95% – 2.05%
Term. Vested: 2.10% – 2.20%
Actives: 2.30% – 2.40%
July 1, 2021
Immediate: 2.15% – 2.25
Term. Vested: 2.30% – 2.40%
Actives: 2.40% – 2.50%
Immediate: 2.15% – 2.25
Term. Vested: 2.30% – 2.40%
Actives: 2.40% – 2.50%
June 15, 2021
Immediate: 2.15% – 2.25%
Term. Vested: 2.30% – 2.40%
Actives: 2.65% – 2.60%
Immediate: 2.15% – 2.25%
Term. Vested: 2.30% – 2.40%
Actives: 2.65% – 2.60%
June 1, 2021
Immediate: 2.15% – 2.25
Term. Vested: 2.30% – 2.40%
Actives: 2.50% – 2.60%
Immediate: 2.15% – 2.25
Term. Vested: 2.30% – 2.40%
Actives: 2.50% – 2.60%
May 17, 2021
Immediate: 2.25% – 2.35%
Term. Vested: 2.40% – 2.50%
Actives: 2.60% – 2.70%
Immediate: 2.25% – 2.35%
Term. Vested: 2.40% – 2.50%
Actives: 2.60% – 2.70%
May 2, 2021
Immediate: 2.15% – 2.25
Term. Vested: 2.30% – 2.40%
Actives: 2.50% – 2.60%
Immediate: 2.15% – 2.25
Term. Vested: 2.30% – 2.40%
Actives: 2.50% – 2.60%
April 15, 2021
Immediate: 2.15% – 2.25%
Term. Vested: 2.30% – 2.40%
Actives: 2.50% – 2.60%
Immediate: 2.15% – 2.25%
Term. Vested: 2.30% – 2.40%
Actives: 2.50% – 2.60%
April 1, 2021
Immediate: 2.20% – 2.30%
Term. Vested: 2.35% – 2.45%
Actives: 2.55% – 2.65%
Immediate: 2.20% – 2.30%
Term. Vested: 2.35% – 2.45%
Actives: 2.55% – 2.65%
March 15, 2021
Immediate: 2.15% – 2.25%
Term. Vested: 2.30% – 2.40%
Actives: 2.50% – 2.60%
Immediate: 2.15% – 2.25%
Term. Vested: 2.30% – 2.40%
Actives: 2.50% – 2.60%
March 4, 2021
Immediate: 2.10% – 2.20%
Term. Vested: 2.25% – 2.35%
Actives: 2.45% – 2.55%
Immediate: 2.10% – 2.20%
Term. Vested: 2.25% – 2.35%
Actives: 2.45% – 2.55%
February 16, 2021
Immediate: 2.05% – 2.15%
Term. Vested: 2.20% – 2.30%
Actives: 2.40% – 2.50%
Immediate: 2.05% – 2.15%
Term. Vested: 2.20% – 2.30%
Actives: 2.40% – 2.50%
February 1, 2021
Immediate: 1.90% – 2.00%
Term. Vested: 2.05% – 2.15%
Actives: 2.25% – 2.35%
Immediate: 1.90% – 2.00%
Term. Vested: 2.05% – 2.15%
Actives: 2.25% – 2.35%
January 19, 2021
Immediate: 1.90% – 2.00%
Term. Vested: 2.05% – 2.15%
Actives: 2.25% – 2.35%
Immediate: 1.90% – 2.00%
Term. Vested: 2.05% – 2.15%
Actives: 2.25% – 2.35%
January 4, 2021
Immediate: 1.80% – 1.90%
Term. Vested: 1.95% – 2.05%
Actives: 2.15% – 2.25%
Immediate: 1.80% – 1.90%
Term. Vested: 1.95% – 2.05%
Actives: 2.15% – 2.25%
December 15, 2020
Immediate: 1.80% – 1.90%
Term. Vested: 1.95% – 2.05%
Actives: 2.15% – 2.25%
Immediate: 1.80% – 1.90%
Term. Vested: 1.95% – 2.05%
Actives: 2.15% – 2.25%
December 1, 2020
Immediate: 1.75% – 1.85%
Term. Vested: 1.90% – 2.00%
Actives: 2.05% – 2.15%
Immediate: 1.75% – 1.85%
Term. Vested: 1.90% – 2.00%
Actives: 2.05% – 2.15%
November 18, 2020
Immediate: 1.75% – 1.85%
Term. Vested: 1.90% – 2.00%
Actives: 2.05% – 2.15%
Immediate: 1.75% – 1.85%
Term. Vested: 1.90% – 2.00%
Actives: 2.05% – 2.15%
November 2, 2020
Immediate: 1.75% – 1.85%
Term. Vested: 1.90% – 2.00%
Actives: 2.05% – 2.15%
Immediate: 1.75% – 1.85%
Term. Vested: 1.90% – 2.00%
Actives: 2.05% – 2.15%
October 15, 2020
Immediate: 1.75% – 1.85%
Term. Vested: 1.90% – 2.00%
Actives: 2.05% – 2.15%
Immediate: 1.75% – 1.85%
Term. Vested: 1.90% – 2.00%
Actives: 2.05% – 2.15%
October 1, 2020
Immediate: 1.70% – 1.80%
Term. Vested: 1.85% – 1.95%
Actives: 2.00% – 2.10%
Immediate: 1.70% – 1.80%
Term. Vested: 1.85% – 1.95%
Actives: 2.00% – 2.10%
September 15, 2020
Immediate: 1.75% – 1.85%
Term. Vested: 1.90% – 2.00%
Actives: 2.05% – 2.15%
Immediate: 1.75% – 1.85%
Term. Vested: 1.90% – 2.00%
Actives: 2.05% – 2.15%
September 1, 2020
Immediate: 1.75% – 1.85%
Term. Vested: 1.90% – 2.00%
Actives: 2.05% – 2.15%
Immediate: 1.75% – 1.85%
Term. Vested: 1.90% – 2.00%
Actives: 2.05% – 2.15%
August 17, 2020
Immediate: 1.65% – 1.75%
Term. Vested: 1.80% – 1.90%
Active: 1.95% – 2.05%
Immediate: 1.65% – 1.75%
Term. Vested: 1.80% – 1.90%
Active: 1.95% – 2.05%
August 3, 2020
Immediate: 1.60% – 1.70%
Term. Vested: 1.70% – 1.80%
Actives: 1.85% – 1.95%
Immediate: 1.60% – 1.70%
Term. Vested: 1.70% – 1.80%
Actives: 1.85% – 1.95%
July 15, 2020
Immediate: 1.60% – 1.70%
Term. Vested: 1.70% – 1.80%
Actives: 1.85% – 1.95%
Immediate: 1.60% – 1.70%
Term. Vested: 1.70% – 1.80%
Actives: 1.85% – 1.95%
July 1, 2020
Immediate: 1.55% – 1.65%
Term. Vested: 1.65% – 1.76%
Actives: 1.80% – 1.90%
Immediate: 1.55% – 1.65%
Term. Vested: 1.65% – 1.76%
Actives: 1.80% – 1.90%
June 15, 2020
Immediate: 1.65% – 1.75%
Term. Vested: 1.75% – 1.85%
Actives: 1.90% – 2.00%
Immediate: 1.65% – 1.75%
Term. Vested: 1.75% – 1.85%
Actives: 1.90% – 2.00%
June 1, 2020
Immediate: 1.80% – 1.90%
Term. Vested: 1.90% – 2.00%
Actives: 2.05% – 2.15%
Immediate: 1.80% – 1.90%
Term. Vested: 1.90% – 2.00%
Actives: 2.05% – 2.15%
May 18, 2020
Immediate: 1.80% – 1.90%
Term. Vested: 1.90% – 2.00%
Actives: 2.05% – 2.15%
Immediate: 1.80% – 1.90%
Term. Vested: 1.90% – 2.00%
Actives: 2.05% – 2.15%
May 4, 2020
Immediate: 1.80% – 1.90%
Term. Vested: 1.90% – 2.00%
Actives: 2.05% – 2.15%
Immediate: 1.80% – 1.90%
Term. Vested: 1.90% – 2.00%
Actives: 2.05% – 2.15%
April 14, 2020
Immediate: 1.85% – 1.95%
Term. Vested: 1.95% – 2.05%
Actives: 2.10% – 2.20%
Immediate: 1.85% – 1.95%
Term. Vested: 1.95% – 2.05%
Actives: 2.10% – 2.20%
April 1, 2020
Immediate: 1.90% – 2.00%
Term. Vested: 2.00% – 2.10%
Actives: 2.20% – 2.30%
Immediate: 1.90% – 2.00%
Term. Vested: 2.00% – 2.10%
Actives: 2.20% – 2.30%
March 16, 2020
Immediate: 1.65% – 1.75%
Term. Vested: 1.75% – 1.85%
Actives: 1.95% – 2.05%
Immediate: 1.65% – 1.75%
Term. Vested: 1.75% – 1.85%
Actives: 1.95% – 2.05%
March 2, 2020
Immediate: 1.65% – 1.75%
Term. Vested: 1.75% – 1.85%
Actives: 1.95% – 2.05%
Immediate: 1.65% – 1.75%
Term. Vested: 1.75% – 1.85%
Actives: 1.95% – 2.05%
February 18, 2020
Immediate: 2.00% – 2.10%
Term. Vested: 2.10% – 2.20%
Actives: 2.30% – 2.40%
Immediate: 2.00% – 2.10%
Term. Vested: 2.10% – 2.20%
Actives: 2.30% – 2.40%
February 3, 2020
Immediate: 2.05% – 2.15%
Term. Vested: 2.15% – 2.25%
Actives: 2.35% – 2.45%
Immediate: 2.05% – 2.15%
Term. Vested: 2.15% – 2.25%
Actives: 2.35% – 2.45%
January 15, 2020
Immediate: 2.30% – 2.40%
Term. Vested: 2.40% – 2.50%
Actives: 2.60% – 2.70%
Immediate: 2.30% – 2.40%
Term. Vested: 2.40% – 2.50%
Actives: 2.60% – 2.70%
January 2, 2020
Immediate: 2.40% – 2.50%
Term. Vested: 2.50% – 2.60%
Actives: 2.70% – 2.80%
Immediate: 2.40% – 2.50%
Term. Vested: 2.50% – 2.60%
Actives: 2.70% – 2.80%
If you would like to be included in our monthly annuity rates newsletter update please contact [email protected].