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.

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.

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. 
 

2021 IRS Plan Limits

Each year, the Internal Revenue Service publishes updated dollar limitations for tax-qualified defined benefit and defined contribution plans. The limits are important for tax-qualified plans, as well as many non-qualified plans.

Are MEPs and PEPs a Game Changer?

Thanks to the SECURE Act, multiple employer and pooled employer plans (MEPs and PEPs) could revolutionize the retirement industry in 2021. Will they be a game changer—for your clients and your business practice? Watch now to find out.
 

BOLI in the Age of COVID

The coronavirus pandemic has had a dramatic impact on companies across the nation, including financial institutions. Watch now to learn how COVID-19 is specifically impacting existing BOLI programs, new BOLI purchases and more.

Preview: Newport's 2020-2021 Compensation, Retirement, and Benefits Survey

How have compensation, retirement, and benefits programs been impacted by COVID-19?  What strategies have employers implemented to contain costs yet manage to reward staff and executives? Find the answers in Newport's 2020-2021 Compensation, Retirement, and Benefits Survey.
 

New Rules Simplify Electronic Delivery to Plan Participants 

The DOL has released a new, simplified method for electronically delivering ERISA-mandated notices and disclosures. The new method, referred to as the “Notice and Access” approach, removes the initial consent requirement and the requirement to obtain new consent following hardware or software changes.

Chamber of Commerce Members Benefit from MEP: A Case Study

Newport and its advisor partner worked together to establish a MEP, offering a low cost, operationally efficient and fiduciary protected solution for local businesses.

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.

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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.