BCG Terminal Funding Company
P.O. Box 5546
Austin, TX 78763
Austin - Patrick McLean or Rose Thomas 800-832-7742
Boston - Michael Devlin 800-566-0046 x 403
Chicago - Thom Hogan 800-566-0046 x 404
Cincinnati - Debbie Sharp 800-566-0046 x 405
Los Angeles - Sean O'Flaherty 800-566-0046 x 402
General Information: info@bcgtermfund.com
URL: http://www.bcgtermfund.com

BCG Terminal Funding Company, founded in 1983, is a leading provider of annuity search and placement services for employer purchased qualified and non-qualified single premium group and individual annuity contracts. We offer benefit consultants, enrolled actuaries, ERISA attorneys, insurance agents and plan sponsors the strength of over 75 years of combined experience as annuity placements specialists, along with regional offices coast to coast.

Quality Annuity Search and Placement Services
Participant Educational Seminars for Terminations
Safest Available Annuity Provider Selection
Carrier Screening That Supports DOL 95-1 Guidelines for Fiduciary Due Diligence
Quality Insurance Carriers - Names You Can Trust Service you can depend on. It's what sets us apart.

5999-B Ridgeview St. Camarillo, CA 93012 (805) 764-0300

3304 Sawgrass Village Circle Ponte Vedra Beach, FL 32082 (904) 280-4036

344 NW 6thSt Corvallis, OR 97339 (541) 752-0249

ANNUITY SEARCH SERVICES
Since 1988 Brentwood Asset Advisors, LLC has been recognized as a national leader in the placement of group annuity contracts and funding agreements.
We believe we clearly qualify as an independent third party intermediary and fiduciary for the following reasons.

• In 2005 we ranked first in the nation in the placement of group annuity contracts for pension plan terminations and settlements.
• In 2003 we placed $644 million dollars worth of group annuity contracts for pension plan terminations and settlements, ranking us first in the nation.
• In 2002 we placed 64% of all group annuity contracts for pension plan terminations and settlements in the nation. This totaled $707 million, again ranking us first.
• Since 2000 we have completed 164 annuity searches worth $1.9 billion.
• In 1992 we created the concept of an Independent Fiduciary and Investment Advisor for the purchase of Group Annuity Contracts, three years prior to DOL Bulletin 95-1.
• Since 1985 we have completed over 800 annuity searches.

ONLINE ANNUITY QUOTES
Brentwood Asset Advisors now offers online quotes for individual annuities to financial and pension professionals. Via the Brentwood website, annuities may be purchased from several of the top insurance companies in the nation.
This service can be utilized at: www.brentwoodllc.com
VEBA CONSULTING SERVICES 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.
Currently, Brentwood is the trust administrator for the CALGOVEBA, an existing multi-agency VEBA trust for the state of California.

Dietrich & Associates, Inc.
Plymouth Greene Office Complex
1000 Germantown Pike, Suite K-1
Plymouth Meeting, PA 19462
Phone: 610-279-9455
Fax: 610-277-6571
Email: geoffd@dietrichassociates.com
URL: www.dietrichassociates.com

Dietrich & Associates, Inc. is the nation’s largest institutional annuity brokerage firm, offering placement services in connection with:

Pension Plan Terminations Pension Risk Transfers

Individual Annuity Placements SERP/Non-Qualified Benefit Plans

Since 1980, D&A has negotiated more than $3.5 billion in annuity contracts guaranteeing benefits for hundreds of thousands of participants. We are uniquely positioned to offer our knowledge and expertise to:

Plan Sponsors

Actuaries

Individual Annuity Placements

Consultants

Insurance Agents

ERISA Counsel

Our best practices methodology enables plan sponsors to fulfill their fiduciary obligations as required by the DOL’s Interpretive Bulletin 95-1 and as mandated by ERISA. ***DietrichDirectQuote***
For our office nearest you call: (800) 966 - TERM

   

This page: viewed 107 times since March 20, 2008