Articles

Aligning a Plan Sponsor’s Business Objectives and Plan Design

Assessing plan design is not only important when establishing a plan, but as part of ongoing annual reviews. Taking time to evaluate the plan sponsor’s goals each year can help pinpoint plan features that are no longer aligned with your clients current needs.

Sneak Peek: Our Latest Compensation, Retirement and Benefits Trends Survey

What are the latest approaches for recruiting, rewarding and retaining talent? And what roles do you play as an advisor? Find out more of the the latest trends in Newport annual Compensation, Retirement and Benefits (CRB) Trends Report.

Treasury Issues Final Regulations on Reportable Policy Sale Provisions

Last month, the Internal Revenue Service (IRS) issued Final Regulations, which established rules around the Reportable Policy Sale provisions included in the Tax Cuts and Jobs Act of 2017 (TCJA).

Our Brand Evolution

Our company has grown significantly over the past several years, both organically in partnership with you, and through acquisitions. Today, we’re serving more clients and retirement plan participants than ever before. This is why we felt the time was right for our brand to grow, too.

Introducing Our Managed Account Service

Our Managed Account service—an optional online investment service for retirement plan participants—is an easy-to-use, online investment and savings service designed to help participants meet their retirement needs. It helps them set a retirement goal and puts a plan in place to help them reach it. Read all about it here.

Quarterly Product News for Advisors - Q4 2019

What’s new at Newport? We’re keeping you informed each quarter of our latest products and services. Here's a look at what's ahead for the First Quarter of 2020.

Meet The Team - Jeff Currie

Meet The Team - Jeff Currie

Our Latest DALBAR Rankings

Our participant website was highly ranked in the latest retirement industry benchmark rankings from DALBAR, a leading independent market research firm.

Get Ready for Year-End Testing

Every 401(k) plan is subject to certain year-end testing requirements (even plans that have adopted a safe harbor design feature). As the sponsor of your company’s 401(k) plan, you must ensure that plan contributions have not exceeded the annual limits set by federal tax law and are not discriminatory against lower paid workers.

Pension Plan Sponsors Continue to Search for Ways to Reduce Liabilities

In an environment where defined benefit pension plans are seeing rising costs from declining interest rates, rising participant longevity/mortality, and rising Pension Benefit Guaranty Corporation premiums, most pension plan sponsors are looking for ways to manage, or eliminate, their defined benefit liabilities and their annual pension expense. 

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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. Securities are offered through Newport Group Securities, Inc., a dually-registered investment advisor and broker dealer, member FINRA. Securities in California are offered through Newport Securities Insurance Services. For more information about Newport Group Consulting and its services, Newport Group Securities, Inc. or Newport Securities Insurance Services and services offered, please refer to our Form ADV Part 2, which is available by contacting us at 407-333-2905, visit our website at www.newportgroup.com, or advisorinfo.sec.gov.  

Newport Trust Company is a New Hampshire state-chartered trust company Newport Trust Company provides independent fiduciary and trustee services for employee benefit plans.

Newport Group Consulting, LLC, Newport Group Securities, Inc., and Newport Trust Company are subsidiaries of Newport Group, Inc., an Ascensus Company.