Topic: Advisor Resources

BOLI Opportunities and Market Update

Watch Now: In this webinar designed for advisors, Newport's experts discuss opportunities in the bank-owned life insurance (BOLI) market, even after unprecedented 2021 BOLI sales have led to some unique challenges.
 

Have Your Clients Considered a PEP Yet?

Have your plan sponsor clients asked you whether they should be considering a Pooled Employer Plan (PEP)? If you don’t offer your own Pooled Employer Plan (PEP), you can find out about the key benefits of the Newport Secure Retirement PEP and how it may be an appropriate retirement solution to offer your clients.
 

Sneak Peek: A Preview of Our 2021-2022 Compensation, Retirement and Benefits Trends Survey

Remote work and flexible work arrangements, wellness programs and financial education were among the top trends observed across industry reports, including Newport’s annual Compensation, Retirement and Benefits Trends Report. Check out a preview here.
 

Legislative Update: More Changes May be Coming for Retirement Plans

The SECURE Act, passed into law during the last few days of 2019, was designed to make retirement plans more accessible to employees and less cumbersome for employers to sponsor and administer. The full impact of many of these changes has yet to be measured, but legislators are forging ahead with more proposals intended to help American workers’ save for retirement. 

Terminating and Liquidating a Non-Qualified Deferred Compensation Plan

Section 409A of the Internal Revenue Code of 1986, as amended (the "Code") requires deferred compensation to be paid under written agreements specifying both the time when payments commence and the form of payment. Section 409A prohibits earlier payment under an "anti-acceleration" rule. 

PEP Talk: You Have Questions, We Have Answers

Don't offer your own Pooled Employer Plan (PEP)? Get the guidance you need from Newport. In this webinar, advisors asked their most pressing questions about the Newport Secure Retirement PEP, an affordable retirement solution with simplified plan administration and less fiduciary risk.

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.

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.
 

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.

BOLI Opportunities and Market Update 

Plan Sponsor and Advisor Webinar
August 25, 2020

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