Company News

Lynn Atkinson Joins Newport Group as Chief Financial Officer

Walnut Creek, CA—September 09, 2019—Newport Group, a leading provider of retirement plan services, announced today that Lynn Atkinson has joined the organization as Chief Financial Officer, leading the company’s finance team. Ms. Atkinson will be based in the company’s Walnut Creek, California headquarters.

Newport Group Ranked a Top DC Recordkeeper, and One of the Fastest Growing in the Industry 

Walnut Creek, CA—July 25, 2019—We are pleased to announce that Plansponsor magazine has again named Newport Group one of the nation's Top 20 defined contribution recordkeepers in the retirement industry. 

Newport Group Recognized for Industry-Leading Sponsor and Participant Websites

Walnut Creek, CA—June 4, 2019—For more than a decade, Newport Group’s plan sponsor and participant websites have consistently been in the Top 10 of reviews by DALBAR, a leading independent market research firm.

Matthew Petralia Joins Newport Group as Regional Director for the Northeast

Walnut Creek, CA—May 7, 2019—Newport Group, a leading provider of retirement services announced today that Matthew Petralia has joined the organization as Regional Director for the Northeast. 

Newport Group Completes Acquisition of Vested Interest DC Recordkeeping Business of PNC Bank

Walnut Creek, CA—May 6, 2019—Newport Group, a leading independent retirement services provider, announced today that it has completed its acquisition of the Vested Interest® defined contribution plan recordkeeping business of PNC Bank.

Scott Pollack Joins Newport Group as Executive Vice President  

Walnut Creek, CA—April 26, 2019—Newport Group, a leading provider of retirement services announced today that Scott Pollack has joined the organization as Executive Vice President.

Newport Group to Purchase PNC Bank's Vested Interest DC Recordkeeping Business 

Walnut Creek, CA—April 12, 2019—Newport Group, Inc. (“Newport Group”) and PNC Bank, National Association (“PNC Bank”) announced today that the two companies have entered into a definitive agreement by which Newport Group will purchase the Vested Interest® defined contribution plan recordkeeping business from PNC Bank. Terms of the transaction were not disclosed.

Newport Group Receives 46 "Best In Class" Awards in Plansponsor Survey

Walnut Creek, CA—February 14, 2019—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. The reviews from our plan sponsor clients helped place us among the Top 10 providers in the retirement services industry, with 46 “Best in Class” awards.

Kidder Benefits Consultants Agrees to Sell Its Stock to Newport Group

Kidder Benefits Consultants, Inc. (KBC) and Newport Group, Inc. (Newport Group) announced today that they have entered into an agreement in which the shareholders of KBC will sell their stock to Newport Group.

Newport Group Appoints New Regional Directors

Newport Group, a leading provider of retirement plans, insurance, and consulting services, announced today the appointment of three Regional Directors to our sales team.

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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.