IRS Launches Pre-Examination Compliance Pilot Program

The IRS recently announced a new 90-day pre-examination compliance pilot program for retirement plans. It is intended to ensure compliance with plan document and operational requirements under current tax law, giving plan sponsors an opportunity to self-correct issues in advance of a potential IRS plan review.

An Update on Our Unification with Ascensus

The latest information on the Ascensus, Newport and PAi unification journey.

2022 Nonqualified Deferred Compensation and Executive Benefit Plan Trends

Nonqualified deferred compensation plans (NQDC) play an important role for companies looking to recruit, reward and retain executives. What are the latest trends for these types of plans? Find out during this timely, informative webinar from Newport and PLANSPONSOR magazine.

Keeping Company Boards Engaged and Competitive

In this webinar, Newport's Compensation Consulting experts will inform you about how leveraging private company board pay programs can enhance and sustain an organization’s competitive advantage.

Big Plans for Small Businesses

Newport partnered with PAi and Jennifer Kiffmeyer of the Retirement Learning Center to present a free webinar focused on how retirement plans can help small businesses achieve their goals. The webinar qualified for one hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications and the CFP® designation.

Plan Design to Drive Your Distribution Objectives

Plan features that define when and how participants can access their retirement savings are important features that can help a company achieve the objectives it sets for its retirement plan. 

The Latest on SECURE Act 2.0

A look at the retirement plan provisions featured in the proposed legislation known as the SECURE Act 2.0. 

New Product News - Q2 2022

An outline of new products, services and features from Newport in the second quarter of 2022.

Mid-Year Reviews to Prevent Year-End Headaches

Advisors can help their clients ensure their retirement plan meets IRS compliance requirements and is prepared for a potential IRS audit. This support can also help satisfy their fiduciary responsibility under ERISA..
 

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Newport Group, Inc. and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services. 

Investment Advisory and fiduciary consulting services are offered through Newport Group Consulting, LLC, a registered investment adviser. Securities are offered through Newport Group Securities, Inc., a dually-registered investment advisor and broker dealer, member FINRA. Securities in California are offered through Newport Securities Insurance Services. For more information about Newport Group Consulting and its services, Newport Group Securities, Inc. or Newport Securities Insurance Services and services offered, please refer to our Form ADV Part 2, which is available by contacting us at 407-333-2905, visit our website at www.newportgroup.com, or advisorinfo.sec.gov.  

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