Articles

Tax Equivalent Returns Using BOLI

A typical BOLI transaction today would result in a tax equivalent yield in excess of 6% depending on carrier, product type and premium account.

When Plan Design Pays Off: Plan Forfeitures

Most advisors understand that plan design has a big impact on participation and savings rates in a retirement plan. An aspect of plan design that may be less well-known but also has a big impact for plan sponsors is the plan forfeiture provision.

Tax Reform Update

An analysis of current tax reform proposals, both from the Administration and Congress, and their potential implications for retirement plans.

2017 Non-Qualified Deferred Compensation Survey: Prevalence of Plans Increases

A competitive executive compensation plan is becoming increasingly vital to attracting and retaining talented management, employers report in Newport Group's forthcoming 2017 non-qualified plan survey.

The State of Our Company

From our CEO Greg Tschider, an update about the state of our company as of mid-year 2017 -- covering both our continued growth and what's ahead for Newport Group.

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).

Streamlined Plan Delivers Success

After declines in participation rates, Newport Group and its advisor partners helped a cabinet manufacturer build a better 401(k) Profit Sharing Plan.

New Design Options Yield Big Results

When an architectural/engineering firm wanted to increase plan participation and offer additional options to increase retirement savings, Newport Group and its advisor partner diagnosed a contemporary solution that delivered effective results.
 

High-Touch Meets High-Tech

Newport Group and its advisor partner raised the bar with improved client service and more efficient technology options.

Customization Key to Success

Newport  Group helps an insurance company successfully roll out a 401(k) plan benefit for the company's newly acquired employees.

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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.