AdvisorFacts

Newport Group Earns Top Industry Recognition



Newport Group was recently ranked 17th among 50 firms featured in an annual list of top recordkeepers by Plansponsor magazine, the industry’s leading publication. Newport Group was also ranked #11 in assets by plans in the $10 million to $100 million range, and maintained last year’s #1 position in non-qualified assets. The annual survey measures recordkeepers in a range of categories to provide key industry benchmarks.

In a separate accolade, Newport Group’s corporate website was recognized as an industry model in website design, usability and style. DALBAR, a leading independent market research firm for the financial services industry, praised www.newportgroup.com for attractive and modern elements aimed at engaging advisors and plan sponsors. The firm also highlighted the website’s overall layout, site navigation, rich color palette and prominent text as key elements to the site’s success.



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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.