Discover the
Newport Difference in retirement services

Our collective vision
began, humbly enough, with a simple goal:
raise the bar in retirement services
by operating without the bias and hidden
costs compromising the industry.

We saw a market troubled by obscured motives; a dated approach that impeded millions as they strove to save for retirement. And we saw how lack of expertise could compromise plan offerings, increase expense, and ultimately hinder retirement readiness for our clients’ employees. We knew there had to be a better model that would elevate the level of trust in the industry. So we set out not only to anticipate the direction of retirement services but to help redefine it.

THE NEWPORT DIFFERENCE WOULD BE
THE TRANSFORMATIVE CORNERSTONE FOR CHANGE

We pledged never to use retirement services to sell
proprietary products like mutual funds and insurance.

We vowed never to hide our fees.

We committed to independent advisors
to support unbiased guidance.

Our advanced expertise, objectivity, and vision are evident in every client relationship, allowing us to always provide partnership and support for what we believe is the foundational touchstone that advisors, companies, and employees depend upon today: trust in their future.

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Objectivity

We are uniquely structured to eliminate the hidden bias that can compromise the integrity of the retirement industry.

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Advanced Expertise

Newport is often recognized as the expert’s expert, engaged by larger retirement service providers for advice and administration.

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Exceptional Service

Our tight relationship between employers and their relationship manager makes us exceptionally responsive and saves clients time, frustration and expense.

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Leading-Edge Technology

Our platform is so state-of-the-art it’s used by other large financial services firms to service their own clients and employees.

Retirement

Insurance

Consulting

From Our Knowledge Center

Featured Articles, White Papers, and More

Articles

An Analysis of the SECURE Act

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was enacted. The SECURE Act is the most sweeping retirement legislation since the Pension Protection Act of 2006, and many of its provisions are designed to make retirement plans more accessible to employees and less cumbersome for employers.
 

PlanFacts

Our Brand Evolution

Our company has grown significantly over the past several years, both organically in partnership with you, and through acquisitions. Today, we’re serving more clients and retirement plan participants than ever before. This is why we felt the time was right for our brand to grow, too. 

Company News

Wayne Haughey Appointed Chief Information Officer; Eric Brickman Named Chief Solutions Officer

Walnut Creek, CA—December 6, 2019—Newport, a leading provider of retirement services, announced today that Wayne Haughey has joined the organization as Chief Information Officer, leading the company’s Technology and Digital Innovation team. In addition, Eric Brickman will take on a new role as the company’s Chief Solutions Officer. 
More News and Resources

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Newport Group, Inc. and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services. Fiduciary consulting services are provided through Newport Group Securities, Inc., an SEC-registered investment adviser and FINRA-registered broker-dealer, and InterServ, LLC, an SEC-registered investment adviser. Newport Group Securities, Inc. and InterServ, LLC are affiliates of Newport Group, Inc. All securities transactions are provided through Newport Group Securities, Inc., in its role as broker-dealer. All fiduciary consulting services are provided through the registered investment adviser. when offering variable insurance products, Newport Group Securities, Inc. acts solely in its capacity as a broker-dealer.
Trust and custody services provided by Newport Trust Company, a New Hampshire state chartered trust company and wholly owned subsidiary of Newport Group, Inc.