About Newport Group

Our Strength, Our History, and Our People

Who We Are

Newport Group helps companies offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport Group offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport Group is independent, experienced and responsive.

Newport Group at a Glance

Strength in Numbers
  • Total number of plans:
    9,000+small, middle market and large company clients.
  • Number of plan participants:
    1+ million
  • Corporate retirement and insurance assets:
    $150+ billion
  • Employees:
  • Offices Nationwide
  • Retirement assets under administration:
    $80+ billion
*All numbers as of 12/31/16

Company History

A Timeline of our Growth
  • 2017
    Acquisition of Evercore Trust Company’s institutional trust and independent fiduciary business, now part of Newport Trust Company.
  • 2016
    The Newport Group, DailyAccess, and Verisight rebrand as one retirement, insurance and consulting services provider: Newport Group.
  • 2015
    Acquired Clark Consulting's operations, making us a leading provider of bank-owned life insurance (BOLI).

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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.