Articles

Add Value by Helping Plan Sponsors Develop a Fiduciary Calendar

Advisors can add value to their retirement plan support services by helping plan sponsors develop a strategy for satisfying their fiduciary duties under ERISA. Here's how to educate your plan sponsor clients about the importance of setting a schedule to complete fiduciary tasks, create a list of topics to address, and whom to invite to their meetings. 

Managing Compensation and Benefits in a Competitive Labor Market

Compensation, Retirement and Benefits (CRB) programs are a crucial factor for recruiting and retaining top talent in 2021. Looking ahead to 2022, employers need to strategize about how to keep compensation and benefits programs competitive, while ensuring alignment with strategic company goals.

BOLI Market Update

The COVID Economy has created a challenging earnings environment for banks.  Persistent low interest rates and high bank liquidity have caused many banks to look to bank-owned life insurance (BOLI) as an efficient and effective way to generate earnings. In this update, Newport shares the latest developments impacting the BOLI market.

Newport Websites Ranked Again Among Best in Industry

Newport’s participant and plan sponsor websites have been ranked among the among the best in the industry, according to DALBAR, the nation’s leading financial services market research firm.

How the 2022 Cost of Living Increases May Impact Your Retirement Plan

Administering a retirement plan in compliance with the tax laws can be challenging. There are many rules that govern retirement plan operations. Some are tied to the contribution and compensation dollar limit. It’s important to be aware of these limits and how they interact, so you understand when additional employer contributions may be required or a plan design change may help your plan pass nondiscrimination tests. 

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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.