AdvisorFacts

Meet the Team

Brandon Trippe Earns National Industry Honor

Federal Reserve Board Releases Stress-Test Scenarios for 2018

Thirty-eight of the largest banking institutions in the United States will be subject to the Federal Reserve’s 2018 Comprehensive Capital Analysis and Review (CCAR) – up from 34 in 2017.

Our Numbers are Up!

Newport Group is pleased to report our latest corporate numbers, which reflect our firm reaching some significant milestones.

Tis the Season: Year-End Testing Often Requires Corrective Action

Each year, 401(k) plans must pass a series of nondiscrimination tests to ensure that the company owners and key personnel are not benefitting disproportionately compared to lower paid employees.

Tax Reform Recap

On December 22, 2017, President Trump signed into law the major tax reform bill known as the “Tax Cuts and Jobs Act.”  Now the hard work is beginning. 

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