Third Party Administrators

Our products and services allow you to offer daily valuation recordkeeping without the costs of software, hardware, labor, on-going expenses—and without the added risk exposure that's sometimes associated with in-house service. The Newport Group performs the most difficult and time-consuming tasks associated with the daily valuation business for you.

Newport helps you build a profitable 401(k) daily valuation offering that is competitively priced and allows you to win business, season after season. We complement your existing services and strengths with our areas of expertise:

• Economical plan packages and options
• Flexible plan choices
• Established trading platforms with Schwab, Fidelity and the NSCC
• Daily valuation recordkeeping
• Investment management and sub-advisory services
• Customizable website for participants and plan management
• Participant education and online advice
• Education and training for our partners