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    3. April 2022

Our Commitment to Protecting Your Data 

Newport understands how important information and data security is to your business and ours. The trust you place in us to protect your important and often confidential information forms the foundation of our long-term relationship, and we understand our obligations to manage it effectively and securely.
 

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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

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Taking Plan Design to New Heights

Newport and PAi offered a free webinar presented by Retirement Learning Center, which qualified for one hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications and the CFP® designation.

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Better Together: Ascensus and Newport - An Advisor Webinar

Ascensus CEO David Musto and Newport Retirement President Laura Ramanis presented to an advisor audience about the many benefits and enhancements our combined organization brings.

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Better Together: Ascensus and Newport - A Client Webinar 

We recently invited our valued clients to an exciting webinar hosted by Ascensus President and CEO David Musto and Laura Ramanis, President, Newport Retirement highlighting the benefits and opportunities from the merger of our two companies.

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Newport Group, Inc. (“NGI”), an Ascensus Company, and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services.

Securities are offered through Ascensus Broker Dealer Services, LLC (“ABDS”), member FINRA/SIPC. Securities in California are offered under the d/b/a Ascensus Corporate Insurance Solutions. Other insurance products may be offered by NGI. For more information, please visit - www.ascensus.com

Investment Advisory and fiduciary consulting services are offered through Newport Group Consulting, LLC, an SEC registered investment adviser and subsidiary of NGI. For more information about Newport Group Consulting and its services, please visit newportgroup.com or refer to our Form ADV Part 2, which is available by contacting us at 407-333-2905 or adviserinfo.sec.gov.

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

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