Knowledge Center

Insights and Information from Newport Experts


dark blue background with white typing indicator icon
Advisor Resources

PEPs: Is Last Year's Rookie This Year's All-Star?

A year ago, there was both enthusiasm and skepticism about how the Pooled Employer Plan (PEP) would fit into the market and your practice. In this webinar, Newport's experts answered advisors' questions about how PEPs are faring in the marketplace and how advisors can use them to build their business.

light blue background with white paper and pen icon
Regulatory Updates

How the 2022 Cost of Living Increases May Impact Your Retirement Plan

Administering a retirement plan in compliance with the tax laws can be challenging. There are many rules that govern retirement plan operations. Some are tied to the contribution and compensation dollar limit. It’s important to be aware of these limits and how they interact, so you understand when additional employer contributions may be required or a plan design change may help your plan pass nondiscrimination tests. 

bright blue background with white head and idea lightbulb icon
Advisor Resources

2022 IRS Plan Limits

The IRS announced its cost-of-living adjustments (COLA) for 2022. These limits are important for both tax-qualified retirement plans as well as many non-qualified plans.

Copyright © 2015-2022 Newport Group, Inc.  All rights reserved.
Unauthorized access is prohibited. This site is designed for U.S. residents only.

Newport Group, Inc. and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services.
Investment Advisory and fiduciary consulting services are offered through Newport Group Consulting, LLC, a registered investment adviser and wholly owned subsidiary of Newport Group, Inc.
Securities are offered through Newport Group Securities, Inc., a dually registered investment advisor and broker dealer, member FINRA and affiliate of Newport Group, Inc. Securities in California are offered under the Newport Securities Insurance Services. See BrokerCheck for more information. Other insurance products may be offered by Newport Group, Inc.
For more information about Newport Group Consulting and its services, please refer to our Form ADV Part 2A.
Newport Trust Company, is a New Hampshire state chartered trust company and wholly owned subsidiary of Newport Group, Inc. Newport Trust Company provides independent fiduciary and trustee services for employee benefit plans.