Topic: Advisor Resources

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

Clay Kennedy Joins Newport as Regional Director

Newport, a leading provider of retirement plan services, has announced that Clay Kennedy has joined the organization as a Regional Director.

The CARES Act Effect on Retirement Plans 

Plan Sponsor and Advisor Webinar
April 8, 2020

How The CARES Act Impacts Retirement Plans

The Coronavirus Aid, Relief, and Economic Security (CARES) Act signed on March 27, includes several provisions intended to loosen restrictions on and reduce the tax consequences of distributions and loans from retirement plans.

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