Company News

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.

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.
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.