Investment Advisors

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. Newport 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.