Pension Risk Transfer

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DC & DB
Individual Annuities

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Non Qualified Annuities

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Management Team

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The Brentwood Companies

Since 1984 the Brentwood Principals have placed over 2,600 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 18, 2020
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%
October 15, 2020
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%
September 15, 2020
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%
August 17, 2020
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%
July 15, 2020
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%
June 15, 2020
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%
May 18, 2020
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%
April 14, 2020
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%
March 16, 2020
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%
Fabruary 18, 2020
Immediate: 2.00% – 2.10%
Term. Vested: 2.10% – 2.20%
Actives: 2.30% – 2.40%
Fabruary 3, 2020
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%
January 2, 2020
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 info@brentwoodllc.com.

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LEARN MORE CONTACT US

California
Corporate Headquarters

5999-B Ridgeview Street
Camarillo, CA 93012

805-764-0300
Email Scott Harbin


Florida
Regional office

3000 N. Ocean Dr. 6D
West Palm Beach, FL 33404

904-553-9898
Email Neil Ronco