Topic: Retirement Plans

Big Plans for Small Businesses

Newport partnered with PAi and Jennifer Kiffmeyer of the Retirement Learning Center to present a free webinar focused on how retirement plans can help small businesses achieve their goals. The webinar qualified for one hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications and the CFP® designation.

Mid-Year Reviews to Prevent Year-End Headaches

Advisors can help their clients ensure their retirement plan meets IRS compliance requirements and is prepared for a potential IRS audit. This support can also help satisfy their fiduciary responsibility under ERISA..
 

Help Your Clients Put a Plug on Retirement Plan Leakage

The ability to access retirement savings in a financial emergency is a safety net that many employers want to provide for their employees. But most employers also want to strike a careful balance so that early access to retirement savings – referred to as plan leakage – doesn’t harm their employees’ chances of accumulating adequate retirement savings. Here are strategies that you can use to decrease plan leakage.

Plan Design Features to Drive Higher Savings Rates

Plan sponsors have several plan design options to help drive stronger participant savings outcomes. Newport's experts share insight on strategies that can help them find the right balance between helping employees prepare for retirement and staying on budget with plan expenses.

Newport Websites Ranked Again Among Best in Industry

Newport’s participant and plan sponsor websites have been ranked among the among the best in the industry, according to DALBAR, the nation’s leading financial services market research firm.

Add Value by Helping Plan Sponsors Develop a Fiduciary Calendar

Advisors can add value to their retirement plan support services by helping plan sponsors develop a strategy for satisfying their fiduciary duties under ERISA. Here's how to educate your plan sponsor clients about the importance of setting a schedule to complete fiduciary tasks, create a list of topics to address, and whom to invite to their meetings. 

Looking for Ways to Help Prepare Your Employees for Retirement?

There’s a new type of 401(k) that can provide your employees with the kinds of benefits typically only found in the retirement plans of the nation’s largest companies. It’s called a pooled employer plan (PEP), and in addition to helping your employees, it can also save your organization time and money.
 

How You Can Help Secure Retirement Plan Data

Newport understands how important data security is to your business and ours. October is “Cybersecurity Awareness Month,” a good opportunity to share some of the resources we have available that can help you protect your retirement plan data.
 

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.
 

A Preview for Financial Advisors of Our Upcoming CRB Trends Report

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.
 

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Newport Group, Inc. and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services. 

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