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
Immediate: 4.00% – 4.15%
Term. Vested: 3.90% – 4.15%
Actives: 3.95%- 4.30%
Immediate: 3.90% – 4.05%
Term. Vested: 3.80% – 4.05%
Actives: 3.85% – 4.20%
Immediate: 4.20% – 4.35%
Term. Vested: 4.05% – 4.30%
Actives: 4.10%- 4.45%
Immediate: 4.15% – 4.30%
Term. Vested: 4.00% – 4.25%
Actives: 4.05% – 4.40%
Immediate: 3.90% – 4.05%
Term. Vested: 3.75% – 4.00%
Actives: 3.80%- 4.15%
Immediate: 4.45% – 4.60%
Term. Vested: 4.35% – 4.55%
Actives: 4.35% – 4.70%
Immediate: 4.60% – 4.80%
Term. Vested: 4.45% – 4.75%
Actives: 4.50%- 4.85%
Immediate: 4.45% – 4.60%
Term. Vested: 4.35% – 4.55%
Actives: 4.30% – 4.65%
Immediate: 4.70% – 4.85%
Term. Vested: 4.60% – 4.80%
Actives: 4.50%- 4.85%
Immediate: 4.75% – 4.90%
Term. Vested: 4.60% – 4.85%
Actives: 4.60% – 4.90%
Immediate: 4.85% – 5.00%
Term. Vested: 4.70% – 4.95%
Actives: 4.70%- 5.00%
Immediate: 4.80% – 4.95%
Term. Vested: 4.65% – 4.90%
Actives: 4.65% – 5.00%
Immediate: 4.50% – 4.65%
Term. Vested: 4.40% – 4.60%
Actives: 4.40%- 4.70%
Immediate: 4.55% – 4.70%
Term. Vested: 4.45% – 4.65%
Actives: 4.40% – 4.70%
Immediate: 4.50% – 4.65%
Term. Vested: 4.30% – 4.55%
Actives: 4.35%- 4.60%
Immediate: 4.55% – 4.70%
Term. Vested: 4.35% – 4.60%
Actives: 4.40% – 4.65%
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%
Immediate: 4.45% – 4.60%
Term. Vested: 4.30% – 4.50%
Actives: 4.25%- 4.50%
Immediate: 4.55% – 4.70%
Term. Vested: 4.40% – 4.60%
Actives: 4.35% – 4.60%
Immediate: 4.85% – 5.00%
Term. Vested: 4.70% – 4.90%
Actives: 4.75%- 5.00%
Immediate: 5.10% – 5.25%
Term. Vested: 5.00% – 5.15%
Actives: 5.05% – 5.25%
Immediate: 5.40% – 5.55%
Term. Vested: 5.30% – 5.50%
Actives: 5.40%- 5.60%
Immediate: 5.20% – 5.35%
Term. Vested: 5.10% – 5.30%
Actives: 5.20% – 5.40%
Immediate: 5.15% – 5.30%
Term. Vested: 5.05% – 5.25%
Actives: 5.15%- 5.35%
Immediate: 4.95% – 5.05%
Term. Vested: 4.80% – 5.00%
Actives: 4.80% – 5.10%
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%
Immediate: 4.65% – 4.75%
Term. Vested: 4.55% – 4.70%
Actives: 4.55%- 4.80%
Immediate: 4.55% – 4.65%
Term. Vested: 4.40% – 4.60%
Actives: 4.45%- 4.70%
Immediate: 4.50% – 4.60%
Term. Vested: 4.35% – 4.55%
Actives: 4.40% – 4.70%
Immediate: 4.30% – 4.45%
Term. Vested: 4.30% – 4.45%
Actives: 4.45%- 4.65%
Immediate: 4.25% – 4.40%
Term. Vested: 4.20% – 4.40%
Actives: 4.30% – 4.55%
Immediate: 4.25% – 4.35%
Term. Vested: 4.20% – 4.35%
Actives: 4.15%- 4.45%
Immediate: 4.35% – 4.45%
Term. Vested: 4.30% – 4.45%
Actives: 4.30% – 4.55%
Immediate: 4.35% – 4.45%
Term. Vested: 4.20% – 4.30%
Actives: 4.15% – 4.35%
Immediate: 4.45% – 4.60%
Term. Vested: 4.35% – 4.55%
Actives: 4.40%- 4.60%
Immediate: 4.30% – 4.40%
Term. Vested: 4.20% – 4.40%
Actives: 4.25% – 4.45%
Immediate: 4.20% – 4.30%
Term. Vested: 4.20% – 4.30%
Actives: 4.20%- 4.40%
Immediate: 4.25% – 4.35%
Term. Vested: 4.20% – 4.35%
Actives: 4.30% – 4.45%
Immediate: 4.45% – 4.55%
Term. Vested: 4.45% – 4.55%
Actives: 4.55%- 4.650%
Immediate: 4.15% – 4.25%
Term. Vested: 4.20% – 4.30%
Actives: 4.35% – 4.45%
Immediate: 4.25% – 4.35%
Term. Vested: 4.35% – 4.45%
Actives: 4.50%- 4.60%
Immediate: 4.60% – 4.70%
Term. Vested: 4.70% – 4.80%
Actives: 4.85% – 4.95%
Immediate: 4.85% – 4.95%
Term. Vested: 4.95% – 5.05%
Actives: 5.10%- 5.20%
Immediate: 4.60% – 4.70%
Term. Vested: 4.70% – 4.80%
Actives: 4.85% – 4.95%
Immediate: 4.35% – 4.45%
Term. Vested: 4.45% – 4.55%
Actives: 4.60%- 4.70%
Immediate: 3.90% – 4.00%
Term. Vested: 3.95% – 4.05%
Actives: 4.15% – 4.25%
Immediate: 3.80% – 3.90%
Term. Vested: 3.90% – 4.00%
Actives: 4.05%- 4.15%
Immediate: 3.60% – 3.70%
Term. Vested: 3.70% – 3.80%
Actives: 3.85% – 3.95%
Immediate: 3.50% – 3.60%
Term. Vested: 3.60% – 3.70%
Actives: 3.75% – 3.85%
Immediate: 3.75% – 3.85%
Term. Vested: 3.80% – 3.90%
Actives: 3.95% – 4.05%
Immediate: 3.55% – 3.65%
Term. Vested: 3.65% – 3.75%
Actives: 3.80% – 3.90%
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% – 3.65%
Actives: 3.55% – 3.75%
Immediate: 3.30% – 3.40%
Term. Vested: 3.40% – 3.50%
Actives: 3.55% – 3.65%
Immediate: 3.15% – 3.25%
Term. Vested: 3.25% – 3.35%
Actives: 3.40% – 3.50%
Immediate: 2.80% – 2.90%
Term. Vested: 2.90% – 3.00%
Actives: 3.05% – 3.15%
Immediate: 2.55% – 2.65%
Term. Vested: 2.70% – 2.80%
Actives: 2.85% – 2.95%
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%
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%
Immediate: 1.95% – 2.05%
Term. Vested: 2.10% – 2.20%
Actives: 2.25% – 2.35%
Immediate: 1.90% – 2.00%
Term. Vested: 2.05% – 2.15%
Actives: 2.20% – 2.30%
Immediate: 1.95% – 2.05%
Term. Vested: 2.10% – 2.20%
Actives: 2.25% – 2.35%
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%
Immediate: 2.05% – 2.15%
Term. Vested: 2.20% – 2.30%
Actives: 2.40% – 2.50%
Immediate: 1.95% – 2.05%
Term. Vested: 2.10% – 2.20%
Actives: 2.30% – 2.40%
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%
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: 2.20% – 2.30%
Immediate: 1.95% – 2.05%
Term. Vested: 2.10% – 2.20%
Actives: 2.30% – 2.40%
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: 2.65% – 2.60%
Immediate: 2.15% – 2.25
Term. Vested: 2.30% – 2.40%
Actives: 2.50% – 2.60%
Immediate: 2.25% – 2.35%
Term. Vested: 2.40% – 2.50%
Actives: 2.60% – 2.70%
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%
Immediate: 2.20% – 2.30%
Term. Vested: 2.35% – 2.45%
Actives: 2.55% – 2.65%
Immediate: 2.15% – 2.25%
Term. Vested: 2.30% – 2.40%
Actives: 2.50% – 2.60%
Immediate: 2.10% – 2.20%
Term. Vested: 2.25% – 2.35%
Actives: 2.45% – 2.55%
Immediate: 2.05% – 2.15%
Term. Vested: 2.20% – 2.30%
Actives: 2.40% – 2.50%
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%
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%
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%
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%
Immediate: 1.70% – 1.80%
Term. Vested: 1.85% – 1.95%
Actives: 2.00% – 2.10%
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%
Immediate: 1.65% – 1.75%
Term. Vested: 1.80% – 1.90%
Active: 1.95% – 2.05%
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%
Immediate: 1.55% – 1.65%
Term. Vested: 1.65% – 1.76%
Actives: 1.80% – 1.90%
Immediate: 1.65% – 1.75%
Term. Vested: 1.75% – 1.85%
Actives: 1.90% – 2.00%
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%
Immediate: 1.80% – 1.90%
Term. Vested: 1.90% – 2.00%
Actives: 2.05% – 2.15%
Immediate: 1.85% – 1.95%
Term. Vested: 1.95% – 2.05%
Actives: 2.10% – 2.20%
Immediate: 1.90% – 2.00%
Term. Vested: 2.00% – 2.10%
Actives: 2.20% – 2.30%
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%
Immediate: 2.00% – 2.10%
Term. Vested: 2.10% – 2.20%
Actives: 2.30% – 2.40%
Immediate: 2.05% – 2.15%
Term. Vested: 2.15% – 2.25%
Actives: 2.35% – 2.45%
Immediate: 2.30% – 2.40%
Term. Vested: 2.40% – 2.50%
Actives: 2.60% – 2.70%
Immediate: 2.40% – 2.50%
Term. Vested: 2.50% – 2.60%
Actives: 2.70% – 2.80%
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