Topic: Case Studies

Streamlined Plan Delivers Success

After declines in participation rates, Newport Group and its advisor partners helped a cabinet manufacturer build a better 401(k) Profit Sharing Plan.

New Design Options Yield Big Results

When an architectural/engineering firm wanted to increase plan participation and offer additional options to increase retirement savings, Newport Group and its advisor partner diagnosed a contemporary solution that delivered effective results.
 

High-Touch Meets High-Tech

Newport Group and its advisor partner raised the bar with improved client service and more efficient technology options.

Customization Key to Success

Newport  Group helps an insurance company successfully roll out a 401(k) plan benefit for the company's newly acquired employees.

A Better Alternative: Newport Group Helps Client and Advisor

A Better Alternative: Newport Group Helps Client and Advisor Newport Group solutions offer better options for the client and its advisor.

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Newport Group, Inc. and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services. Fiduciary consulting services are provided through Newport Group Securities, Inc., an SEC-registered investment adviser and FINRA-registered broker-dealer, and Newport Group Consulting, LLC, an SEC-registered investment adviser. Newport Group Securities, Inc. and Newport Group Consulting, LLC are affiliates of Newport Group, Inc. All securities transactions are provided through Newport Group Securities, Inc., in its role as broker-dealer. All fiduciary consulting services are provided through the registered investment advisers. When offering variable insurance products, Newport Group Securities, Inc. acts solely in its capacity as a broker-dealer. Trust and custody services provided by Newport Trust Company, a New Hampshire state chartered trust company and wholly owned subsidiary of Newport Group, Inc.