White Papers

Evaluation Scorecard for Retirement Income Products

In this white paper, we propose a set of metrics that plan sponsors and their consultants can use in assessing the suitability of a retirement income strategy as an investment option within a participant directed retirement plan.

The Impact of the Secure Act on Multiple Employer Plans (MEPs)

Many small- and mid-sized employers have faced significant challenges when it comes to offering a retirement plan to their employees. With the passage of the SECURE Act in 2019, Pooled Employer Plans (PEPs), a type of Multiple Employer Plan (MEP), has become a new option for these employers.

Stable Value Primer

Stable value strategies are investment options that primarily seek to preserve capital and whose return is based on a pre-determined crediting rate. We have developed this primer to expand the dialogue and provide new investment committee members with a strong foundation from which to select and monitor stable value strategies.

Mitigating Retirement Account Fraud: Best Practices to Safeguard Participant Assets

The trend of commercial database breaches involving the disclosure of personally identifiable information (PII) does not appear to be slowing down. As a retirement plan sponsor and fiduciary, there are steps you should take to mitigate the risk of fraud from occurring within your plan.
 

A Prudent Approach to Evaluating Target Date Funds

Target date funds provide unique challenges for evaluating and monitoring to meet the standards of ERISA. Learn about the extensive protocol designed by Newport Group.
 

Department of Labor Loosens Restrictions on MEP 401(k) Defined Contribution Plans

Small and mid-size businesses now have greater access to defined contribution retirement plans under regulations issued by the Department of Labor (DOL) on July 31, 2019. The regulations, which loosen prior restrictions on multiple employer plans, take effect on September 30, 2019. The DOL regulations permit employers to connect with associations of employers in a city, county, state or multi-state metropolitan area in order to offer defined contribution retirement benefits to employees. Employers also have the option of banding together by industry to achieve the same purpose.

Actuarial Services for Cash Balance Plans

As a type of defined benefit pension plan, cash balance plans can help employers attract and retain employees through enhanced benefit security, and maximize annual tax-allowable contributions to “qualified” deferred compensation arrangements through current (versus future) tax deductions.

Hiring an Independent Fiduciary for a 401(k) Plan Company Stock Fund

Common Questions from Plan Sponsors and Plan Committees

The Growing Dilemma: Debt and Financial (In)security in the United States

Personal financial stress in the United States continues to create concern and awareness of economic instability. What makes up the debt and how does it differ from the past?

Rabbi Trusts

Employers that sponsor non-qualified deferred compensation plans may choose to set aside funds in order to create a pool of assets that can be used to pay benefits that have been promised to executives.

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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.
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