Knowledge Center

How Incentive Plans Can Drive Positive Results

An annual cash incentive plan can be a great motivator to drive organizational results. And it all begins with a good plan design.

Factors to Consider Before Executing a 1035 Exchange of BOLI Policies

Over the past two decades, Bank Owned Life Insurance (BOLI) has shown to be a great asset for banks, but occasionally a policy group may need to be re...

Now May Be a Good Time to Talk About the “Maybe” Notice

Mid-year offers opportunity to check in with your 401(k) plan clients to see how their plans fared on mid-year testing. These test results don’t count...

Advisor Resources

Actuarial Services for Cash Balance Plans

As a type of defined benefit pension plan, cash balance plans can help employers attract and retain employees through enhanced benefit security, and m...

Independent Fiduciary Services

Hiring an Independent Fiduciary for a 401(k) Plan Company Stock Fund

Common Questions from Plan Sponsors and Plan Committees

Retirement Plans

The Growing Dilemma: Debt and Financial (In)security in the United States

Personal financial stress in the United States continues to create concern and awareness of economic instability. What makes up the debt and how does ...

Sponsor Webinar: Protecting Your Company and Participant Information Online

Newport Group understands how important information and data security is to your business and ours. In this fraud protection webinar, discover the way...

Advisor Webinar: Discover MEPs - A Solution for your Small Business Clients

Multiple Employer Plans: MEPs can be a great tool for small business because they allow smaller companies to join together under a single plan. This “...

Credit Check: Reaching Retirement Readiness in the Age of Debt

Speaker: Executive Vice President Michael DiCenso a Air Date: April 30, 2019

Company News

Newport Group Ranked a Top DC Recordkeeper, and One of the Fastest Growing in the Industry 

Walnut Creek, CA—July 25, 2019—We are pleased to announce that Plansponsor magazine has again named Newport Group one of the nation's Top 20 defined c...

Company News

Newport Group Recognized for Industry-Leading Sponsor and Participant Websites

Walnut Creek, CA—June 4, 2019—For more than a decade, Newport Group’s plan sponsor and participant websites have consistently been in the Top 10 of re...

Company News

Matthew Petralia Joins Newport Group as Regional Director for the Northeast

Walnut Creek, CA—May 7, 2019—Newport Group, a leading provider of retirement services announced today that Matthew Petralia has joined the organizatio...