For Individuals

Knowledge Center

Insights and Information from Newport Experts

Featured

dark blue background with white typing indicator icon
Deferred Compensation and Executive Benefit Plans

2022 Nonqualified Deferred Compensation and Executive Benefit Plan Trends

Nonqualified deferred compensation plans (NQDC) play an important role for companies looking to recruit, reward and retain executives. What are the latest trends for these types of plans? Find out during this timely, informative webinar from Newport and PLANSPONSOR magazine.

light blue background with white paper and pen 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.

bright blue background with white head and idea lightbulb 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.

Articles Industry and business information

A Plan Sponsor’s Duty to Search for “Missing” Participants

Most people don’t plan to stay in touch with their former employer after they change jobs or retire. But employers that lose contact with participants who maintain a balance in the company’s retirement plan risk breaching their fiduciary duties and jeopardizing the tax-qualified status of their plan.

Understanding What Employees Value Most Is Key to Competing
Effectively in Today’s Labor Market

In today’s highly competitive labor market coupled with high inflation and global issues, employers continue to find it more challenging to compete for talent. Successful organizations have evaluated the competitiveness of their compensation programs, retirement plans, and employee benefits portfolio to effectively compete for and retain the talent that drives success

"Get There" Unification Preview

Your ongoing loyalty, business, and partnership are greatly appreciated. Together, we delivered
a lot for our clients this year. We expanded quarterly participant education campaigns,
enhanced electronic delivery of required notices and disclosures, and added Form 5500 signing
capability for our 3(16) clients. All of this was accomplished with an eye towards reinforcing our
commitment to helping clients spend less time on retirement plan administration.
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

What’s Driving Compensation? We’ve Got Answers.

This on-demand webinar is focused on key levers for retaining talent in today’s complex environment. You’ll learn how you can enhance your hiring and retention strategies

Compensation, Retirement, and Benefits Trends 2022-23

Each year, Newport’s Compensation Consulting team surveys employers across the country to gather data on the current state of compensation, retirement, and benefit programs. The result is the annual Compensation, Retirement, and Benefits Trends Report.

A Masterclass on PEPs

Looking to put a little PEP in your practice? Watch our PEP “Masterclass” webinar on-demand to hear the answers to the most common questions we receive and learn about the most recent developments for pooled employer plans.
More Videos and Webinars

Company News Recent news from Newport

An Update on Our Unification with Ascensus

The latest information on the Ascensus, Newport and PAi unification journey.

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.
 
More Company News

Copyright © 2015-2023 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.