Knowledge Center

IRS Notice 2018-68 Provides Transition Guidance Under IRC §162(m)

IRS Notice 2018-68 (the “Notice”) provides transition guidance under Internal Revenue Code (“Code”) §162(m) that allows employers to deduct all grandf...

Adding Non-Qualified Plans to Your Business

Non-qualified deferred compensation plans are more popular now than ever among the nation’s leading companies due to their relative ease of implementa...

Cybersecurity: The Industry's Next Frontier

According to the Identity Theft Resource Center, there were 1,222 data breaches in 2017−exposing more than 172 million records. This easily surpasses ...

Retirement Plans

Combining Defined Benefit and Defined Contribution Plans

Creative plan design can help reduce expenses and achieve contribution goals for owners.

Terminating and Liquidating a Non-Qualified Deferred Compensation Plan

Section 409A of the Internal Revenue Code of 1986, as amended (the "Code") requires deferred compensation to be paid under written agreements specifyi...

Advisor Resources

Focus on Compliance: Timing of Bonus Deferral Elections

Internal Revenue Code Section 409A (“IRC 409A”) requiresthat elections to defer compensation be made only at specified times. An election to defer com...

Plan Sponsor Webinar: Strategic Plan Design: Smart Solutions for Overcoming Failed ADP/ACP Testing

Speaker: Regional Director David Baum and Director Compliance Tami DelaneyAir Date: July 25, 2018  

Advisor Resources

Advisor Webinar: Strategic Plan Design: Smart Solutions for Overcoming Failed ADP/ACP Testing

Speaker: Regional Director David Baum and Director Compliance Tami DelaneyAir Date: July 19, 2018

Sponsor Webinar: The Tax Cuts and Jobs Act of 2017

Speaker: Sam Brkich Vice President Chief Counsel Newport Group Air Date: April 19, 2018  

Company News

Newport Group Appoints New Regional Directors

Walnut Creek, CA—September 10, 2018— Newport Group, a leading provider of retirement plans, insurance, and consulting services, announced today the ap...

Company News

Newport Group Again Ranked a Top DC Recordkeeper

Walnut Creek, CA—July 30, 2018—We are pleased to announce that the retirement industry’s leading publication has again named Newport Group one of the ...

Company News

Michael DiCenso Joins Newport Group as Executive Vice President

Walnut Creek, CA—June 19, 2018—Newport Group, a leading provider of retirement plans, insurance, and consulting services, announced today that Michael...