Maximizing Insurer Yield Through Life Insurance Vehicles

The interest in insurance company-owned life insurance (ICOLI) has rapidly increased over the last few years as the economic environment has left insurers with fewer alternatives to meet their objectives.

BOLI Product Performance Over Varying Interest Rate Cycles

BOLI products have provided consistently attractive performance over multiple interest rate cycles, with steady and predictable earnings.

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).

Compensation, Retirement, and Benefits Trends Report

Newport Group’s Compensation Consulting team has issued our 2016/2017 CRB Trends Report. It features key survey data as well as commentary and analysis of the latest trends and strategies for managing compensation, retirement and benefits programs. Click here to read our Executive Summary. 

Newport Group Recognized as "Best in Class" by Plan Sponsors

Supporting retirement plan sponsors and their participants is what we do best, and is our main focus at Newport Group. We are dedicated to the highest levels of flexible, responsive service, in all the areas that matter most to retirement plan sponsors: technology, education, plan administration, investments and fees, and account service teams.

Newport Group Acquires Personnel, Assets from The Todd Organization

Newport Group, a leading provider of retirement plans, insurance, and consulting services, announced today that it has acquired certain retirement and insurance plans from The Todd Organization of Ohio and hired the key client relationship managers who service these plans.

Jacqueline Ward Joins Newport Group as Chief Human Resources Officer

Newport Group, a leading provider of retirement plans, insurance, and consulting services, announced today that Jacqueline Ward will be joining the company as Chief Human Resources Officer, a newly created position reporting to CEO Greg Tschider.

2017 IRS Pension Plan Limits

Each year, the Internal Revenue Service publishes updated dollar limitations for tax-qualified defined benefit and defined contribution plans. The IRS announced that there will be cost of living adjustments to certain qualified plan limitations for 2017.

Newport Group Sees Continued Growth of Retirement Plan Business

Three Key Senior Client Services Executives Recently Hired

Actuarial Services for Cash Balance Plans

As a type of defined benefit pension plan, cash balance plans can help employers attract and retain employees through enhanced benefit security, and maximize annual tax-allowable contributions to “qualified” deferred compensation arrangements through current (versus future) tax deductions.

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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.