Company News

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.

Newport Group Acquires Personnel, Assets from The Todd Organization

Walnut Creek, CA—November 16, 2016—Newport Group, a leading provider of retirement plans, insurance, and consulting services, announced today that it has acquired certain retirement and insurance plans from The Todd Organization of Ohio and hired the key client relationship managers who service these plans.

Jacqueline Ward Joins Newport Group as Chief Human Resources Officer

Walnut Creek, CA—November 1, 2016—Newport Group, a leading provider of retirement plans, insurance, and consulting services, announced today that Jacqueline Ward will be joining the company as Chief Human Resources Officer, a newly created position reporting to CEO Greg Tschider.

Newport Group Launches New Unified Brand

Walnut Creek, CA—March 31, 2016—Newport Group goes to market as a single brand and top independent US retirement and benefits provider

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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.