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Advisor Resources

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.
 

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Fiduciary Consulting Services

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.

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Compensation Consulting

2020 Compensation, Retirement, and Benefits Survey

Newport's annual survey reveals the latest trends in compensation, retirement, and benefits--with a focus on on how organizations are responding to the COVID-19 pandemic.

Articles Industry and business information

How You Can Benefit From a Performance Assessment of your Independent Board Directors and CEO

All organizations want effective leaders whose values align with those of the organization. Leaders should act with integrity, be ethical, and hold themselves and others accountable to the highest standards of excellence. High-functioning boards and CEOs can enhance and sustain an organization’s competitive advantage in uncertain times, making peformance evaluations a critical aspect of talent management.

Prohibited transactions, exemptions and enforcement for pharmacy benefit managers under ERISA

The reach of pharmacy benefit managers (PBMs) has expanded significantly and they have garnered increased visibility in recent years as their earnings have increased along with the rise in health care costs, particularly prescription drug costs. This brings new opportunities to provide additional support to your current clients--and Newport can help.
 

Help Your Participants Make the Most of their Retirement Plan

You're most likely continuously looking for ways to enhance your retirement plan in a way that's beneficial to employees. But are your improvements effective? Find out how an analysis from Newport can measure how your employees are progressing relative to their retirement goals.
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White Papers Thought leadership from our experts

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.

Evaluation Scorecard for Retirement Income Products

In this white paper, we propose a set of metrics that plan sponsors and their consultants can use in assessing the suitability of a retirement income strategy as an investment option within a participant directed retirement plan.
More White Papers

Videos and Webinars A library of information and education

The Washington Update Presented by Jeff Bush

New year, new administration. New impacts on our industry? Newport invited non-partisan expert Jeff Bush of the Washington Update to discover what might happen in 2021. 

Introducing the Newport PEP: A Powerful New Tool for You and Your Clients 

The Newport PEP is designed for advisors who want to offer a complete, yet affordable, retirement solution for their clients. Watch now to find out how the Newport PEP could be a game-changer for your practice.

2020 Compensation, Retirement, and Benefits Survey

Newport's annual survey reveals the latest trends in compensation, retirement, and benefits--with a focus on on how organizations are responding to the COVID-19 pandemic.
More Videos and Webinars

Company News Recent news from Newport

Newport Acquires and Welcomes Plan Administrators, Inc. (PAi)

Newport Group, Inc. (Newport) announced today that it has completed the purchase of Plan Administrators, Inc. (PAi), a third party administrator and recordkeeper headquartered in De Pere, Wisconsin. PAi—along with its affiliate PAi Trust Company—is now a wholly owned subsidiary of Newport, and will continue to operate under the PAi name. 
 

Newport Achieves High Rankings in PLANSPONSOR Recordkeeping Survey

PLANSPONSOR magazine, a premier monthly publication reporting on the retirement industry, has again ranked Newport among the nation’s largest and fastest growing defined contribution recordkeepers.

Newport to Strengthen Huntington Partnership, Acquire Its Recordkeeping and Administration Business

Newport announced that it has entered into an agreement with Huntington National Bank to assume its retirement recordkeeping and administration business. Huntington will continue to serve as plan advisor for its retirement plan services clients.
More Company News

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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.