Company News

Brian O'Donohue Earns National Industry Honor

May 1, 2017

Walnut Creek, CA---May 1, 2017--- We are pleased to announce that the retirement industry’s leading publication has recognized Newport Group’s Brian O’Donohue as one of the nation’s top “Service Stars.”

The Senior Client Service Manager, was one of only five industry professionals recognized by Plansponsor Magazine from a group of 600 nominees across the country. The annual award recognizes industry professionals who have demonstrated exemplary customer service to help support their plan sponsor clients. Sponsors submit nominations while responding to the magazine’s annual Defined Contribution Survey.

“Brian is very knowledgeable, and I always trust that his answers are correct and in the best interest of Twinstate Technologies and our employees” said Glen Gehrkens who nominated O’Donohue for the award. Gehrkens praised O’Donohue for expert guidance during an accelerated role transition impacting plan administration. “I needed to figure out what we needed to do, what the procedures were and reporting requirements. He got it all sorted out as quickly as possible.”

O’Donohue’s efforts were recognized by Newport Group CEO, Greg Tschider, at the 2017 Advisor Conference as a model of the firm’s commitment to its core values of accountability, client focus, collaboration, integrity and knowledge.

In March, O’Donohue attended the Plansponsor Awards for Excellence Dinner in New York City where he was granted the award. He was also profiled in the magazine’s April/May issue.

Click here to see the full profile

About Newport Group
Headquartered in Walnut Creek, California, Newport Group is a leading independent retirement services firm that helps employers – and the advisors who serve them – prepare employees for a more financially secure retirement. The company has more than $80 billion in retirement assets under administration and more than $150 billion in corporate retirement and insurance assets. Newport Group maintains investment objectivity, fee transparency and a commitment to flexible, responsive service. Staffed by an exceptional team of more than 1,000 retirement, insurance and consulting professionals, the company provides retirement solutions tailored to the needs of employers of every size, from small businesses to the Fortune 1000.
 
 



 

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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.