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The Newport Group allows advisors to maintain focus on their core business and the needs of their clients, and still offer a profitable turnkey 401(k) product. You can leave the high maintenance of daily valuation recordkeeping and other services to our proven experts. As our strategic alliance, you deliver superior 401(k) daily valuation services to your clients.

Newport services remain transparent to your clients. Our products afford your organization a price-competitive, profitable daily valuation 401(k) solution that aggressively competes and wins business in the market. The Newport Group complements your existing services and strengths with our areas of expertise:

  • Over 5,000 no-load, brand-name mutual funds
  • Flexible plan types
  • Economical plan packages and features
  • High-quality daily valuation recordkeeping
  • Participant education, online advice, and enrollment assistance
  • Administration services
  • Sub-advisory investment management services
  • Established trading platforms with Schwab, Fidelity, and the NSCC
  • Customizable website for participants and plan management

Ours is a fully featured retirement plan solution built around a team comprising you, the plan sponsor client, their employees, and Newport as recordkeeper and administrator. Working together we can design, develop, and implement a retirement plan solution that best fits you and your clients' needs.

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