Brokerage Firms and Brokers

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.

The Benefit Services Group, Inc.
N25 W23050 Paul Road
Pewaukee, WI 53072
Phone: 262-521-5700
Fax: 262-521-5710
Email: Gerald W. Frye, CLU, ChFC, RHU, REBC gerald.frye@bsg.com
URL: http://www.bsg.com
Since 1987 The Benefit Services Group, Inc. (BSG^®) has been working to earn the accolade, "Best By Any Standard" by building long-term relationships with valued providers, customers, and employees. BSG^®'s expertise shows in services like integrated plan analysis and design; state-of-the-art benchmarking tools; an Internet-based benefit enrollment system, call centers, interactive phone services; and specialty services including COBRA administration, HIPAA compliance, customized billing, retiree billing and fulfillment services. BSG^®'s Interactive Network streamlines benefit administration and employee communications for busy HR departments. BSG^® is committed to representing, guiding, and partnering in a way that is "Best By Any Standard."

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.

Charles Schwab & Company, Inc.
101 Montgomery Street
San Francisco, CA 94104
Phone: 1-877-456-0777
Fax: 415-667-7588
Email Address: SCRSLeads@schwab.com
URL: http://scs.schwab.com/
Schwab Corporate & Retirement Services (SCRS) provides a range of services for investing through the workplace; including employee retirement and stock option plans, financial advice services and education, and support for benefit plan administrators.
More than 15,000 companies rely on Schwab to service their employer-sponsored retirement plans.
Small to mid-sized plans are administered by a Third Party Administrator (TPA) who works directly with Schwab. Larger plans are serviced by Schwab Retirement Plan Services.
SCRS also offers trust and custody solutions for TPAs and retirement advisors and flexible recordkeeping technology, Schwab Retirement Technologies®.
Contact Schwab Corporate & Retirement Services today at 1-877-456-0777.
Disclosure: The Charles Schwab Corporation (Charles Schwab) provides services to retirement plans and participants through its affiliates, Charles Schwab & Co., Inc.., The Charles Schwab Trust Company (CSTC), Schwab Retirement Plan Services, Inc. and Schwab Retirement Technologies, Inc. ® (Schwab RT). (1106-7655)

Crosby Benefit Systems, Inc.
27 Christina Street
Newton, MA 02461
Phone: 617-928-0700
Fax: 617-928-00001
General Information stam@crosbybenefits.com
Sales Information sales@crosbybenefits.com
URL: http://www.crosbybenefits.com
Comprehensive health and welfare benefits outsourcing: FSA, HRA, HSA, Debit Card, Tuition Assistance, Commuter-Transit & Parking, Retiree & Special Billing, Enrollment & Eligibility and COBRA Administration.
Over 30 years in business, Crosby has built its reputation by designing custom solutions to complex problems, delivered with the service you and your employees deserve.

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

More Listings:

Advantage Benefits Group, Inc.: Worcester MA
Innovative Benefit Solutions, Inc.: Altamonte Springs FL

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