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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
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