Company News

Sneak Peek: Our Latest Compensation, Retirement and Benefits Trends Survey

What are the latest approaches for recruiting, rewarding and retaining talent? And what roles do you play as an advisor? Find out more of the the latest trends in Newport annual Compensation, Retirement and Benefits (CRB) Trends Report.

Quarterly Product News for Advisors

What’s new at Newport? We’re keeping you informed each quarter of our latest products and services. Here's a look at what's ahead for the Fourth Quarter of 2019.

Meet the Team

Meet the Team: Newport Group's Qualified Client Services Leadership Team

Newport 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 one of the nation's Top 20 defined contribution recordkeepers in the retirement industry. 

Newport Recognized for Industry-Leading Sponsor and Participant Websites

Walnut Creek, CA—June 4, 2019—For more than a decade, Newport'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 as Regional Director for the Northeast

Walnut Creek, CA—May 7, 2019—Newport, 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 as Executive Vice President  

Walnut Creek, CA—April 26, 2019—Newport, 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 will purchase the Vested Interest® defined contribution plan recordkeeping business from PNC Bank. Terms of the transaction were not disclosed.

Newport Group in the Spotlight at NAPA's 2019 401(k) Summit

Newport Group's expertise will be front and center at the 2019 National Association of Plan Advisor's (NAPA) 401(k) Summit.

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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.