Topic: Fiduciary Consulting Services

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.

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.

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.

Determining Whether or Not You Need a Plan Committee

Managing a company retirement plan by committee is not required by the IRS or the Department of Labor. But many plan sponsors find that setting up a plan committee is the best way to manage their fiduciary responsibilities and maintain compliance with the rules governing retirement plans. 

Monitoring Managed Accounts: A Fiduciary Duty
 

In our previous newsletters, we discussed the growing demand for managed account services and previewed the product that Newport Group will soon be launching.  As a quick review, a managed account service identifies an investor's risk profile, assigns a portfolio that is suitable to the investor and monitors the portfolio over time, adjusting risk as needed.

A Prudent Approach to Evaluating Target Date Funds

Target date funds provide unique challenges for evaluating and monitoring to meet the standards of ERISA. Learn about the extensive protocol designed by Newport Group.
 

Hiring an Independent Fiduciary for a 401(k) Plan Company Stock Fund

Common Questions from Plan Sponsors and Plan Committees

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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.