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. 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.