We offer a comprehensive process for new purchases, or an analysis of existing BOLI programs. Services include:

Insurance Policy Analysis

  • Performance analysis
  • Interest rate benchmarking
  • Long term mortality analysis

Stable Value Analysis

  • Stable value contract and term sheet review
  • Carrier representation and warranty analysis
  • Crediting rate reset trend analysis

Investment Analysis

  • Investment policy statement review
  • Asset allocation observations
  • Interest rate sensitivity analysis

Carrier Analysis

  • Credit risk and financial strength analysis
  • NRSO ratings monitoring

Benefit Plan Analysis

  • Funding adequacy analysis
  • Benefit cost analysis

Optimization Analysis

  • Peer group analysis
  • Capacity analysis
  • Alternative funding analysis

Risk Management and Best Practices Analysis

  • Regulatory compliance review
  • Legal compliance analysis
  • Competitive benchmarking

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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.