Pension Annuity Purchase

We are dedicated to making the annuity purchase process simple and transparent for pension plan sponsors and their advisors.

We believe that advising on annuity purchases is a fiduciary function, which is why we sign on as a co-fiduciary in our client engagements.

By combining the thinking and experience from our actuarial and investment professionals, you benefit from our thorough understanding of the insurer marketplace and all aspects of pension plan management. This means you have access to optimal pricing that routinely produces pricing below the mark-to-market liability for in-pay benefits and pricing below a 10% premium for deferred benefits.

Our Difference

Fiduciary status

We provide robust and proprietary 95-1 analysis. We sign on as a co-fiduciary alongside the plan’s fiduciaries in recommending the safest available annuity provider. We are also able to help select the insurance provider for your annuity purchase. 

Consultative approach  

By integrating our team of actuarial and investment professionals, we can focus on managing your pension risks. We offer a high-touch consultative service to plan sponsors to ensure the optimal result and a smooth experience for advisors, plan sponsors, and participants.  

Competitive bid process

Annuity providers hold our consistent and transparent process in high regard. This maximizes the number of bidders, increasing competition and ensuring you get the best price possible. 


We work on a fee-for-service basis and never on commissions that are baked into the annuity purchase cost. Your objectives are at the center of all we do – we do not receive any outside compensation from annuity providers. 


Questions? To learn more about our service offerings or how we can benefit your pension team contact us below.




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The website is operated by Agilis Holding Company LLC on behalf of itself and its subsidiaries (collectively, Agilis or we/us/our).

Company and contact information

Agilis Holding Company LLC is a limited liability company registered in Delaware and has its registered office at 130 Turner Street, Bldg. 3, Suite 510, Waltham, MA 02453.

Agilis Holding Company LLC has two operating subsidiaries:

  • Agilis Partners LLC is registered in Delaware and has its registered office at 130 Turner Street, Bldg. 3, Suite 510, Waltham, MA 02453; and
  • Agilis Capital Management Limited is registered in the United Kingdom (Company Number 13970033) and has its registered address at 1 Elsenham Street, London SW18 5NU United Kingdom.

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