For Individuals

Knowledge Center

Insights and Information from Newport Experts

Featured

dark blue background with white typing indicator icon
Compensation Consulting

Keeping Company Boards Engaged and Competitive

In this webinar, Newport's Compensation Consulting experts will inform you about how leveraging private company board pay programs can enhance and sustain an organization’s competitive advantage.

light blue background with white paper and pen icon
Advisor Resources

Big Plans for Small Businesses

Newport partnered with PAi and Jennifer Kiffmeyer of the Retirement Learning Center to present a free webinar focused on how retirement plans can help small businesses achieve their goals. The webinar qualified for one hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications and the CFP® designation.

bright blue background with white head and idea lightbulb icon
Retirement Plans

Mid-Year Reviews to Prevent Year-End Headaches

Advisors can help their clients ensure their retirement plan meets IRS compliance requirements and is prepared for a potential IRS audit. This support can also help satisfy their fiduciary responsibility under ERISA..
 

Articles Industry and business information

Plan Design to Drive Your Distribution Objectives

Plan features that define when and how participants can access their retirement savings are important features that can help a company achieve the objectives it sets for its retirement plan. 

The Latest on SECURE Act 2.0

A look at the retirement plan provisions featured in the proposed legislation known as the SECURE Act 2.0. 

New Product News - Q2 2022

An outline of new products, services and features from Newport in the second quarter of 2022.
More Articles

White Papers Thought leadership from our experts

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 specifying both the time when payments commence and the form of payment. Section 409A prohibits earlier payment under an "anti-acceleration" rule. 

Financially Preparing for Retirement 

New studies continuously show that the American workforce is inadequately preparing for retirement. These go on to claim that poor retirement preparation adds to an employee’s financial stress. Further, the combination of these two factors is impacting employee work productivity, resulting in costs to employers. Are these studies accurate? If so, what can be done to improve the situation? This white paper from Newport explores what is driving retirement preparation in America and the reasons behind financial stress in the U.S. workplace.
 

Newport Investment Management Due Diligence Process

Newport believes that investment managers should be selected and monitored using a well-defined process. Our dedicated team of research analysts combines quantitative analysis and qualitative research to help identify investment managers we believe will provide superior long-term results.
More White Papers

Videos and Webinars A library of information and education

Keeping Company Boards Engaged and Competitive

In this webinar, Newport's Compensation Consulting experts will inform you about how leveraging private company board pay programs can enhance and sustain an organization’s competitive advantage.

Big Plans for Small Businesses

Newport partnered with PAi and Jennifer Kiffmeyer of the Retirement Learning Center to present a free webinar focused on how retirement plans can help small businesses achieve their goals. The webinar qualified for one hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications and the CFP® designation.

Practical and Tactical Actions for Small Business Owners

Newport partnered with PAi and Andrew Larson of the Retirement Learning Center to present a free webinar focused on how retirement plans can help small businesses achieve their goals. The webinar qualified for one hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications and the CFP® designation.
More Videos and Webinars

Company News Recent news from Newport

Ascensus Closes Newport Merger Agreement

Leading provider of tax-advantaged savings and related services will serve more than 15 million savers with expanded technology, solutions, and expertise

Newport Awarded Best in Class Honors in 2021 PLANSPONSOR Defined Contribution Survey

Newport was recognized with honors in all service areas measured in this important industry survey, which ranks a company's satisfication with their retirement plan provider. These include participant services, sponsor services and support, investments and fees, and recordkeeping platforms.
 

Newport Websites Ranked Again Among Best in Industry

Newport’s participant and plan sponsor websites have been ranked among the among the best in the industry, according to DALBAR, the nation’s leading financial services market research firm.
More Company News

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. Securities are offered through Newport Group Securities, Inc., a dually-registered investment advisor and broker dealer, member FINRA. Securities in California are offered through Newport Securities Insurance Services. For more information about Newport Group Consulting and its services, Newport Group Securities, Inc. or Newport Securities Insurance Services and services offered, please refer to our Form ADV Part 2, which is available by contacting us at 407-333-2905, visit our website at www.newportgroup.com, or advisorinfo.sec.gov.  

Newport Trust Company is a New Hampshire state-chartered trust company Newport Trust Company provides independent fiduciary and trustee services for employee benefit plans.

Newport Group Consulting, LLC, Newport Group Securities, Inc., and Newport Trust Company are subsidiaries of Newport Group, Inc., an Ascensus Company.