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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.

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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. 

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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.

Articles Industry and business information

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. 

Managing Compensation and Benefits in a Competitive Labor Market

Compensation, Retirement and Benefits (CRB) programs are a crucial factor for recruiting and retaining top talent in 2021. Looking ahead to 2022, employers need to strategize about how to keep compensation and benefits programs competitive, while ensuring alignment with strategic company goals.

Add Value by Helping Plan Sponsors Develop a Fiduciary Calendar

Advisors can add value to their retirement plan support services by helping plan sponsors develop a strategy for satisfying their fiduciary duties under ERISA. Here's how to educate your plan sponsor clients about the importance of setting a schedule to complete fiduciary tasks, create a list of topics to address, and whom to invite to their meetings. 
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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

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.

Compensation, Retirement, and Benefits Trends 2021-22

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 our annual Compensation, Retirement and Benefits Trends Report.

The BOLI Report from Newport: Four Things You Need to Know Right Now

Watch Now: During this webinar, Newport's experts reveal the latest news in the BOLI market, compensation trends for bank executives, details about the House budget blueprint, and much more. 
More Videos and Webinars

Company News Recent news from Newport

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.

Ascensus and Newport to Combine and Create a Leading Provider in Tax-Advantaged Savings 

Ascensus has entered into a definitive agreement under which Newport will merge with Ascensus. The newly combined organization will offer a broader set of capabilities and products to benefit institutional partners, clients, advisors, and savers.
 

Newport Websites Ranked Again Among Best in Industry

A market research firm has again ranked Newport's plan participant and plan sponsor websites among the very best in the retirement services industry.
More Company News

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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.