AdvisorFacts

New Product News for Advisors - Q2 2020

Our quarterly update of new services and products for plan sponsors and participants.

COVID 19: Managing Compensation Realities

The coronavirus dealt a major economic blow and businesses nationwide are looking for ways to move through and forward. Getting your organization's salary, bonuses, retirement and benefits just right can help you adapt to the new landscape and plan for the future.
 

The Purchase of BOLI in the Current Banking Environment

During this challenging economic landscape, Bank Owned Life Insurance (BOLI) remains an asset banks should consider due to the consistent income produced by BOLI policies through high credit quality insurance companies.

Non-Qualified Plans: The Remedy to 401(k) Plan Testing Issues

The COVID-19 pandemic has caused major disruptions to businesses across the country. As a result of difficult employment decisions and reduced contributions, many of your clients' 401(k) plans could potentially fail their 2020 nondiscrimination tests.  Implementing a non-qualified plan could be the solution your clients need.

Newport’s Managed Account Service: Grow Your Business, Help Clients and Their Employees

Newport’s Managed Account service makes it easy for you to offer your defined contribution plan clients a cost-effective, scalable solution for personalized advice to their employees—critically important in times of market volatility. Participants who subscribe pay a small monthly fee, giving them access to professional management at a cost that makes sense.

How Personalized Advice Can Be Beneficial in Uncertain Markets

The longest bull market in U.S. history came to an abrupt end after the World Health Organization declared the coronavirus outbreak a global pandemic, causing a sharp increase in volatility and leaving investors wondering what, if anything, they could do. A managed account service, delivering personalized service, can help avoid this type of second-guessing.

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Newport Group, Inc. and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services.
Investment Advisory and fiduciary consulting services are offered through Newport Group Consulting, LLC, a registered investment adviser and wholly owned subsidiary of Newport Group, Inc.
Securities are offered through Newport Group Securities, Inc., a dually registered investment advisor and broker dealer, member FINRA and affiliate of Newport Group, Inc. Securities in California are offered under the Newport Securities Insurance Services. See BrokerCheck for more information. Other insurance products may be offered by Newport Group, Inc.
For more information about Newport Group Consulting and its services, please refer to our Form ADV Part 2A.
Newport Trust Company, is a New Hampshire state chartered trust company and wholly owned subsidiary of Newport Group, Inc. Newport Trust Company provides independent fiduciary and trustee services for employee benefit plans.