Company News

Nicole McKay joins Newport Group as Regional Director for Non-Qualified Plans in the Midwest

Apr 27, 2018

Walnut Creek, CA—April 27, 2018— Newport Group, a leading provider of retirement plans, insurance, and consulting services, announced today that Nicole McKay has joined Newport Group as Non-Qualified Plans Regional Director for the Midwest territory and Senior Relationship Manager for BOLI.

In this role, Ms. McKay will be responsible for business development in Illinois, Iowa, Minnesota, North and South Dakota and Wisconsin while also serving a number of our key BOLI clients. Ms. McKay will work directly with Vice President Molly Koris and Executive Vice President Kurt Laning, and partner with the company's qualified sales team to provide comprehensive solutions.

“Nicole has extensive experience in bank and corporate-owned life insurance, executive benefits and institutional advisory markets,” said Kurt Laning. “Her expertise is a perfect fit for Newport Group as we continue to expand our presence in these areas of business.”

Prior to joining Newport Group, Ms. McKay has worked both as a Principal and Managing Director working with many of the largest national Financial Institutions and Service Firms in the US. She spent nearly 10 years as a Client Relationship Manager at Clark Consulting in the Large Bank BOLI market and more than six years as a public accountant specializing in audit, taxation and emerging business accounting. 

Ms. McKay earned her bachelor’s degree in accounting from the University of Wisconsin-La Crosse, has earned her certified public accountant (CPA) designation and holds an Insurance License, as well as Series 6 and 63 securities registrations.


About Newport Group
Headquartered in Walnut Creek, California, Newport Group is a leading independent retirement services firm that helps employers – and the advisors who serve them – prepare employees for a more financially secure retirement. The company has more than $100 billion in retirement assets under administration and more than $250 billion in corporate retirement and insurance assets. Newport Group maintains investment objectivity, fee transparency and a commitment to flexible, responsive service. Staffed by an exceptional team of more than 1,200 retirement, insurance, and consulting professionals, the company provides retirement solutions tailored to the needs of employers of every size, from small businesses to the Fortune 1000.

 

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Newport Group, Inc. and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services. Fiduciary consulting services are provided through Newport Group Securities, Inc., an SEC-registered investment adviser and FINRA-registered broker-dealer, and Newport Group Consulting, LLC, an SEC-registered investment adviser. Newport Group Securities, Inc. and Newport Group Consulting, LLC are affiliates of Newport Group, Inc. All securities transactions are provided through Newport Group Securities, Inc., in its role as broker-dealer. All fiduciary consulting services are provided through the registered investment advisers. When offering variable insurance products, Newport Group Securities, Inc. acts solely in its capacity as a broker-dealer. Trust and custody services provided by Newport Trust Company, a New Hampshire state chartered trust company and wholly owned subsidiary of Newport Group, Inc.