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Newport at a Glance
Total number of plans: More than 2,100
Total number of participants: More than 400,000
Total client assets: More than $30 billion*
Newport CEO: Peter S. Cahall
Newport President: James M. Campisi, CLU, ChFC
Main lines of business:
* Qualified Defined Contribution Plans
* Non-Qualified Deferred Compensation Plans
* Investment Consulting Services
* Fiduciary Advisory Services
* Defined Benefit Plans and SERPs
* Bank-specific investment, benefits and insurance services
Staff professional designations:
CEBS - Certified Employee Benefits Specialist
CIA - Certified Internal Auditor
CIMA - Certified Investment Management Analyst
CPC - Certified Pension Consultant
CPA - Certified Public Accountant
CRSP - Certified Retirement Services Professional
CFA - Chartered Financial Analyst
ChFC - Chartered Financial Consultant
CLU - Chartered Life Underwriter
FLMI - Fellow of the Life Management Institute
FSA - Fellow of the Society of Actuaries
General Security Licenses: Series 6, 7, 24, 26, 27, 63, 65
JD - Juris Doctor
LLM - Master of Laws
QKA - Qualified 401(k) Administrator
QPA - Qualified Pension Administrator
SPHR - Senior Professional in Human Resources
Securities and InvestmentAdvisory:
Services offered through Newport Group Securities, Inc., a registered investment advisor and Member, FINRA.
Corporate headquarters:
300 International Parkway, Suite 270
Heathrow, Florida 32746
Tel: 407-333-2905
Service centers:
Charlotte NC, Greensboro NC, La Crosse WI, Orlando FL, Richmond VA, St. Petersburg FL
Offices:
Atlanta, Boston, Cincinnati, Dallas, Denver, Los Angeles, Milwaukee, New York NY, Orange County CA, San Francisco, St. Louis
*as of 12/31/09