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Newport Ranked #1 by Plan Advisors
We are pleased to announce that for the second consecutive year, Newport has been ranked #1 among retirement plan advisors, in a survey published by Planadviser magazine.
Newport received the highest percentage of "very favorable" responses of any provider, and topped the list in 6 of 7 specific categories:
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best advisor sales/marketing support
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best advisor support post-sale
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best fee structure for advisors
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favorite recordkeeper service provider to small plans ($5MM to $50MM)
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favorite recordkeeper service provider to mid-size plans ($50MM to $200MM)
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favorite recordkeeper service provider to large plans (more than $200MM)
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Since its inception in 1984, Newport has built its client base in conjunction with strategic alliances with other firms in the financial services arena. These include accounting firms, property and casualty organizations, investment advisory firms, benefit consulting organizations, and other financial institutions.
We support our strategic alliances with:
Newport provides a breadth and depth of services in the retirement services arena that materially broadens and deepens the product and service offerings of Newport alliance partners. The quality, integrity and dependability of Newport's services are why our alliance partners trust us with their most important asset—their clients.
Interested in becoming a Newport Strategic Alliance? Please fill out this short form to learn more.
For more information, please contact Patti Whipple: pwhipple@newportgroup.com or
407-531-5687