Videos and Webinars

Taking Plan Design to New Heights

Apr 14, 2022

 

In this webinar, Newport and PAi partnered with John Carl, Founder and President of the Retirement Learning Center to present a free webinar that qualified for one hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications and the CFP® designation. 

Designing effective qualified retirement plans that meet a plan sponsor’s objectives has become somewhat of a lost art. The reasons are many: Cookie-cutter designs are easier; safe harbor designs get media attention; the flexibility of modern plan documents are overlooked, and pre-approved plans can satisfy most sponsors’ needs. Watch now to gain important insights on the following:

  • The importance of the plan design process
  • Why plan design has been de-emphasized
  • Strategies to help ascertain plan sponsor objectives
  • Understandng how to meet plan sponsor objectives using a variety
    of plan features
  • Applying specific plan design options to meet objectives

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.