Company News

Nicole McKay joins Newport Group as Regional Director for Non-Qualified Plans in the Midwest

Walnut Creek, CA—April 27, 2018—Newport Group, a leading provider of retirement plans, insurance, and consulting services, announced today that Nicole McKay has joined the organization as Regional Director for Non-Qualified Plans in the Midwest territory, as well as a Senior Relationship Manager for the company's bank-owned life insurance (BOLI) clients.

Vanguard Chooses Newport Group as its Non-Qualified Plan Administration Partner

Walnut Creek, CA—April 25, 2018—We are pleased to announce that Vanguard has selected Newport Group as a partner to provide comprehensive administration to their non-qualified plan clients.

Newport Group Once Again Recognized by Plan Sponsors

Walnut Creek, CA—April 2, 2018—Newport Group has once again participated in Plansponsor magazine's annual Defined Contribution Survey, and we are pleased to announce that we have achieved another impressive showing in this survey.

A Major Milestone: One Million Plan Participants

We are pleased to announce that Newport Group has achieved a major milestone: providing service to more than one million retirement and benefit plan participants.

Newport Group Completes Acquisition of Institutional Trust and Independent Fiduciary Business

Walnut Creek, CA—October 19, 2017—Newport Group, a leading provider of retirement, insurance and consulting services, announced today that it has completed its acquisition of Evercore Trust Company’s institutional trust and independent fiduciary business.

Frank Randall joins Newport Group Sales Team as Regional Director for the Northeast

Walnut Creek, CA—October 16, 2017—Frank Randall has joined the Newport Group Sales Team as Regional Director for the Northeast territory. He will report to Senior Vice President of Institutional Sales Micah DiSalvo. Mr. Randall will be responsible for developing business relationships and identifying market opportunities. In this role, he will promote Newport Group’s qualified plans in New York, New Jersey, and Pennsylvania.

Newport Group Ranked a Top DC Recordkeeper

Walnut Creek, CA—July 12, 2017—We are pleased to announce that the retirement industry's leading publication has again named Newport Group one of the nation's largest defined contribution recordkeepers.

Evercore Agrees to Sell Its Institutional Trust and Independent Fiduciary Business to Newport Group

Walnut Creek, CA—May 9, 2017—Evercore (NYSE:EVR) and Newport Group, Inc. (“Newport Group”) announced today that they have entered into an agreement by which Evercore will sell the institutional trust and independent fiduciary business of its subsidiary Evercore Trust Company, N.A. to Newport Group.

Brian Donohue Earns National Industry Honor

Walnut Creek, CA—May 1, 2017—We are pleased to announce that the retirement industry's leading publication has recognized Newport Group's Brian O'Donohue as one of the nation's top "Service Stars."

Newport Group Recognized by Plan Sponsors

Walnut Creek, CA—December 1, 2016—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.

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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.