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Retirement Plan Consulting

You want a compelling retirement plan to attract talented employees. You also want to control costs and ensure that your regulatory and fiduciary obligations are met. Whether you are building a new plan or need to upgrade your current plan, Newport can help your plan reach your objectives. Our highly credentialed consultants bring you specialized and extensive insight to help optimize your retirement plan offering. Our comprehensive consulting services include:
  • Plan selection, design, and documentation
  • Communication services and investment committee support
  • Administration, compliance and regulatory guidance
  • Fiduciary, actuarial and defined benefit strategy consulting
  • Vendor selection search and review
  • ESOP feasibility studies
  • Business succession planning
  • Retirement plan operational reviews to identify problem areas and recommend corrective action to help minimize the impact of potentially costly financial consequences

Meet Your Regulatory Obligations

We can help you navigate and meet complex regulatory requirements. Newport works to help you meet your regulatory obligations -- and keep you up-to-date on all requirement changes in this complex and constantly evolving retirement plan landscape. We map out the full range of your responsibilities and provide a framework for developing a successful, compliant retirement plan. Our consulting services include:
  • Plan defect corrections and VCP submissions and resolutions
  • Representation in the event of IRS, DOL, PBGC audit
  • SERPs and other deferred compensation requirements
  • Private letter rulings and DOL advisory opinions
  • Financial reporting requirements ASC 715/960 and GASB 27 disclosures for private sector and governmental employers
  • Fiduciary reviews and personalized evaluations of your plan’s regulatory compliance



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 - www.ascensus.com

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 newportgroup.com or refer to our Form ADV Part 2, which is available by contacting us at 407-333-2905 or adviserinfo.sec.gov.

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.