Company News

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.

Meet the Team

Meet the Team: Kelly Jennings

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.

Highlights from Our 2018-19 Compensation, Retirement and Benefits Trends Report

Using flexible approaches for recruiting, rewarding and retaining talent. Finding “critical” value in non-qualified deferred compensation plans. And turning more frequently to high deductible health plans (HDHPs). These are just a few of the findings from Newport Group’s Compensation, Retirement and Benefits (CRB) Trends Report for 2018-19.
 

Newport Group Takes Center Stage at NAPA’s Non-Qualified Advisor Conference

Our industry leading expertise in non-qualified plans played a major role at a major industry event. Find out more, and learn how you can partner with us in the non-qualified marketplace.
 

Meet the Team

Newport Group’s Directors of Non-Qualified Client Services

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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.