Videos and Webinars

PEPs: Is Last Year's Rookie This Year's All-Star?

A year ago, there was both enthusiasm and skepticism about how the Pooled Employer Plan (PEP) would fit into the market and your practice. In this webinar, Newport's experts answered advisors' questions about how PEPs are faring in the marketplace and how advisors can use them to build their business.

Compensation, Retirement, and Benefits Trends 2021-22

Each year, Newport’s Compensation Consulting team surveys employers across the country to gather data on the current state of compensation, retirement and benefit programs. The result is our annual Compensation, Retirement and Benefits Trends Report.

The BOLI Report from Newport: Four Things You Need to Know Right Now

Watch Now: During this webinar, Newport's experts reveal the latest news in the BOLI market, compensation trends for bank executives, details about the House budget blueprint, and much more. 

BOLI Opportunities and Market Update

Watch Now: In this webinar designed for advisors, Newport's experts discuss opportunities in the bank-owned life insurance (BOLI) market, even after unprecedented 2021 BOLI sales have led to some unique challenges.
 

DOL Guidelines for Retirement Plan Data Safety

Newport's experts outline the latest cybersecurity guidelines from the Department of Labor, best practices for advisors, plan sponsors and plan participants as well as our ongoing protocols to keep your plan data safe.

Private Company Board Pay

Newport's experts reveal key insights on what other private companies are doing to keep their boards engaged and competitive including director pay data, board structures, and a comprehensive overview of data rarely available from a single source.

PEP Talk: You Have Questions, We Have Answers

Don't offer your own Pooled Employer Plan (PEP)? Get the guidance you need from Newport. In this webinar, advisors asked their most pressing questions about the Newport Secure Retirement PEP, an affordable retirement solution with simplified plan administration and less fiduciary risk.

Is Your Plan Surviving the Pandemic?

New tax laws and IRS guidance combined with changing conditions for many participants require plan sponsors to manage their plan in new ways. Every day, Newport is providing guidance to plan sponsors and their advisors who may be facing challenges.

A Powerful Partnership: How Advisors Can Create a "Partner" PEP with Newport 

Pooled employer plans (PEPs) are poised to revolutionize the retirement industry in 2021, and advisors can partner with Newport to offer a "Partner" PEP.

The Power of Cash Balance Plans

Watch Now: Thanks to the Setting Every Community Up for Retirement Enhancement (SECURE) Act, employers still have time to implement a cash balance plan—and take advantage of the potential tax benefits these plans can provide.

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