Topic: Advisor Resources

The Impact of the Secure Act on Multiple Employer Plans (MEPs)

Many small- and mid-sized employers have faced significant challenges when it comes to offering a retirement plan to their employees. With the passage of the SECURE Act in 2019, Pooled Employer Plans (PEPs), a type of Multiple Employer Plan (MEP), has become a new option for these employers.

Alternatives to Equity Compensation for Private Company Executives

Many of our clients face challenges attracting, motivating, and retaining top executives. To alleviate those challenges, most public companies have some kind of “equity-based” long-term incentive program (LTIP) in place for top executives. LTIPs reward executives for their contributions to value creation as measured by increases in share price.

New Product News for Advisors - Q1 2020

What’s new at Newport? We’re keeping you informed each quarter of our latest products and services.

Improving BOLI Yields by Optimizing Death Benefits

With persistent low interest rates over the last decade, bank-owned life insurance (BOLI) owners have seen the impact on their cash value yields. While many focus on these bottom line yields, the potential for improving yields through death benefit optimization is often overlooked.  
 

An Analysis of the SECURE Act

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was enacted. The SECURE Act is the most sweeping retirement legislation since the Pension Protection Act of 2006, and many of its provisions are designed to make retirement plans more accessible to employees and less cumbersome for employers.
 

Aligning a Plan Sponsor’s Business Objectives and Plan Design

Assessing plan design is not only important when establishing a plan, but as part of ongoing annual reviews. Taking time to evaluate the plan sponsor’s goals each year can help pinpoint plan features that are no longer aligned with your clients current needs.

Stable Value Primer

Stable value strategies are investment options that primarily seek to preserve capital and whose return is based on a pre-determined crediting rate. We have developed this primer to expand the dialogue and provide new investment committee members with a strong foundation from which to select and monitor stable value strategies.

Quarterly Product News for Advisors - Q4 2019

What’s new at Newport? We’re keeping you informed each quarter of our latest products and services. Here's a look at what's ahead for the First Quarter of 2020.

Introducing Our Managed Account Service

Our Managed Account service—an optional online investment service for retirement plan participants—is an easy-to-use, online investment and savings service designed to help participants meet their retirement needs. It helps them set a retirement goal and puts a plan in place to help them reach it. Read all about it here.

Treasury Issues Final Regulations on Reportable Policy Sale Provisions

Last month, the Internal Revenue Service (IRS) issued Final Regulations, which established rules around the Reportable Policy Sale provisions included in the Tax Cuts and Jobs Act of 2017 (TCJA).

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