Company News

Newport Group's Non-Qualified Plan Expertise Takes Center Stage

Aug 13, 2018

Walnut Creek, CA---August 13, 2018---Newport Group is earning national recognition for the company’s thought leadership in the non-qualified retirement market. 

We are pleased to announce that the company is a sponsor of the National Association of Plan Advisor’s (NAPA) inaugural Non-Qualified Plan Advisor Conference. 

Newport Group’s non-qualified plan experts will be speaking at this event as part of an educational session that will help teach advisors how to incorporate non-qualified deferred compensation plans into their business practice. The conference will take place September 23 to 25 in Chicago. 

For more information about NAPA’s 2018 Non-Qualified Plan Advisor Conference click here.

Newport Group’s thought leadership was also recently featured in NAPA’s quarterly magazine for financial advisors, NAPA Net Magazine. Senior Vice President Mike Shannon offered expert insight for advisors about using non-qualified plans to bring additional value to plan sponsor clients in the article entitled, “Building a Moat. That’s how non-qualified plans can complement an advisor’s business.” Read the full article here.

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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.