AdvisorFacts

Alternatives to Equity Compensation for Private Company Executives
 

Many of our clients face challenges attracting, motivating, and retaining top executives. To alleviate those challenges, most public companies have some kind of “equity-based” long-term incentive program (LTIP) in place for top executives. LTIPs reward executives for their contributions to value creation as measured by increases in share price.

New Product News for Advisors - Q1 2020

What’s new at Newport? We’re keeping you informed each quarter of our latest products and services.

Improving BOLI Yields by Optimizing Death Benefits

With persistent low interest rates over the last decade, bank-owned life insurance (BOLI) owners have seen the impact on their cash value yields. While many focus on these bottom line yields, the potential for improving yields through death benefit optimization is often overlooked.  
 

Aligning a Plan Sponsor’s Business Objectives and Plan Design

Assessing plan design is not only important when establishing a plan, but as part of ongoing annual reviews. Taking time to evaluate the plan sponsor’s goals each year can help pinpoint plan features that are no longer aligned with your clients current needs.

Our Latest DALBAR Rankings

Our participant website was highly ranked in the latest retirement industry benchmark rankings from DALBAR, a leading independent market research firm.

Meet The Team - Jeff Currie

Meet The Team - Jeff Currie

Quarterly Product News for Advisors

What’s new at Newport? We’re keeping you informed each quarter of our latest products and services. Here's a look at what's ahead for the First Quarter of 2020.

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.

Our Brand Evolution

Our company has grown significantly over the past several years, both organically in partnership with you, and through acquisitions. Today, we’re serving more clients and retirement plan participants than ever before. This is why we felt the time was right for our brand to grow, too.

Treasury Issues Final Regulations on Reportable Policy Sale Provisions

Last month, the Internal Revenue Service (IRS) issued Final Regulations, which established rules around the Reportable Policy Sale provisions included in the Tax Cuts and Jobs Act of 2017 (TCJA).

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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.