BRENTWOOD ASSET ADVISORS, INC
BAA CAPITAL ADVISORS, INC
BAA ADMINISTRATION SERVICES, LLC

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 15, 2022
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%
October 17, 2022
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%
September 15, 2022
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%
August 15, 2022
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%
July 15, 2022
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%
June 1, 2022
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%
May 2, 2022
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%
April 4, 2022
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%
March 1, 2022
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%
February 1, 2022
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%
January 3, 2022
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%
December 1, 2021
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%
November 1, 2021
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%
October 1, 2021
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%
September 1, 2021
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%
August 3, 2021
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%
July 1, 2021
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%
June 1, 2021
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%
May 2, 2021
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%
April 1, 2021
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%
March 4, 2021
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%
February 1, 2021
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%
January 4, 2021
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%
December 1, 2020
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%
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%
February 18, 2020
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%
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 [email protected].

We are ready for all challenges.