Company News

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.

Meet the Team

Meet the Team: Kelly Jennings

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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.