Deferred Compensation Plan Consulting

Newport provides sophisticated consulting services for all types of non-qualified deferred compensation plans.

Evaluating a Current Plan

Your existing plan will be thoroughly analyzed for any gaps and opportunities by our team of specialists. We work with you to establish strategic goals, and present specific, objective recommendations.

Designing a New Plan

For new plans, our consultants develop a draft of the plan and trust documents based on preliminary plan design discussions. We help you comply with reporting and disclosure requirements by assisting with relevant notices, documents, and filings.

Participant Investment Options

Our consulting services guide you through every phase of managing your participants’ investment options.

Participant Investment Menu Construction – Newport operates under an “open architecture” investment platform philosophy. Plan sponsors are given a broad spectrum in determining asset managers and asset allocation tools for their plan participants.

Monitoring Funds/Reporting Results – The Quarterly Investment Manager Review provides performance data and informed commentary on the plan investment options.

Implementation and Conversion

Working closely with you, our team of professionals can manage every aspect of implementation and conversion—including enrollment, operations, technology, investments, recordkeeping, and administration. Your executives will be well informed through a customized communications strategy developed collaboratively with you.

Keeping the Plan Current

Newport proactively monitors current trends in the industry, including legislative activity. We help interpret changing regulations and their effect on the plan. Our consultants offer recommendations and solutions on how to best respond to industry and regulatory changes.

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Newport and its affiliates do not provide tax, legal or accounting advice. Clients should consult their own tax, legal and accounting advisors before making any decisions.


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Newport Group, Inc. (“NGI”), an Ascensus Company, and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services.

Securities are offered through Ascensus Broker Dealer Services, LLC (“ABDS”), member FINRA/SIPC. Securities in California are offered under the d/b/a Ascensus Corporate Insurance Solutions. Other insurance products may be offered by NGI. For more information, please visit -

Investment Advisory and fiduciary consulting services are offered through Newport Group Consulting, LLC, an SEC registered investment adviser and subsidiary of NGI. For more information about Newport Group Consulting and its services, please visit or refer to our Form ADV Part 2, which is available by contacting us at 407-333-2905 or

Newport Trust Company is a New Hampshire state-chartered trust company and wholly owned subsidiary of NGI. Newport Trust Company provides independent fiduciary and trustee services for employee benefit plans.

The views expressed herein are those of NGI and are current only through the date indicated. These views are subject to change at any time based upon market or other conditions, and NGI disclaims any responsibility to revise these materials to reflect updated views. These views may not be relied upon as investment advice and, because investment decisions for NGI are based on many factors, may not be relied upon as an indication of trading intent.