Webinar: Boost Your Business Offering with a Bundled Non-Qualified Deferred Compensation Solution

4/20/17 webinar on Newport Group's new non-qualified plan for smaller clients, featuring Micah DiSalvo, Jeff Wirth and Mike Shannon

Boost Your Business Offering with a Bundled Non-Qualified Deferred Compensation Solution 

4/20/17  webinar on Newport Group's new non-qualified plan for smaller clients featuring Micah DiSalvo, Jeff Wirth and Mike Shannon

The Case for Active and Passive Management

Passive investment options continue to grow in popularity and now represent approximately 40% of total equity fund assets1. They are efficient at providing broad exposure to a number of asset classes at a low cost. Active investing provides the potential for higher returns, but at the risk of underperformance, particularly during extended bull markets. Active management benefits from risk oversight and may provide downside protection relative to market benchmarks. We expect the performance of active and passive managers to be complementary over a full market cycle. Retirement plan sponsors that offer a diversified menu of active and passive managers to participants may provide smoother long term returns, as well as gain exposures to asset classes that are otherwise unavailable passively.


 

Correcting a Failure to File the DOL Top Hat Exemption Letter

Top hat retirement plans (unfunded arrangement that benefit a "select group of management or highly compensated employees" and more commonly known as "Non-Qualified deferred compensation plans") are exempt from most of the requirnment of the Employee Retirement Income Security Act of 1974, as amended ("ERISA"), including the obligation to file annual information returns with the IRS on Form 5500.

Investment Manager Due Diligence Process

Newport Group believes that investment managers should be selected and monitored using a well-defined process. Our dedicated team of research analysts combines both quantitative analysis and qualitative research in order to identify investment managers we believe will provide superior long-term performance.

Employee Stock Ownership (ESOPs) Webinar

12/15/16 Webinar about Employee Stock Ownership, featuring Nancy Dittmer

Webinar Recording: Set Your Retirement Plan Practice Apart

12/15/16 Webinar Recording: Set Your Retirement Plan Practice Apart, featuring Nancy Dittmer

Best Practices in Index Fund Selection

Index funds are a prominent and growing part of retirement plan design, for good reasons. The category has grown remarkably from $327 billion in 2002 to $2.2 trillion in 2015.1 In addition to low expenses, index funds offer simplicity and relative predictability in comparison to actively managed strategies. However, while index funds are commonly referred to as “passively managed” investments, they are not as simple or homogenous as many investorsperceive them to be.

Potential Tax Reform Implications for COLI and BOLI

Implications of the 2016 election relative to the taxation of life insurance, particularly the taxation of bank-owned life insurance (BOLI) and corporate owned life insurance (COLI).

Form and Function: Optimizing Participant-Directed Menus

The objective of a participant-directed menu is to achieve the best
possible investment outcomes for plan participants, given their time
horizons and risk tolerance. As a consultant to both qualified and
non-qualified defined contribution plans, Newport Group’s fiduciary
consulting team has developed what we consider a “best-in-class”
menu design framework that can serve as a starting point for plan
sponsors.

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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 InterServ, LLC, an SEC-registered investment adviser. Newport Group Securities, Inc. and InterServ, 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 adviser. 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.