"Get There" Unification Preview

Dec 07, 2022

Your ongoing loyalty, business, and partnership are greatly appreciated. Together, we delivered a lot for our clients this year. We expanded quarterly participant education campaigns, enhanced electronic delivery of required notices and disclosures, and added Form 5500 signing capability for our 3(16) clients. All of this was accomplished with an eye towards reinforcing our commitment to helping clients spend less time on retirement plan administration.

As 2022 comes to a close, we are looking forward to enhancing our partnership with you and our collective clients as we bring the heritage Ascensus, Newport, and PAi organizations together.

You are counting on us to plan and execute this unification with purpose and direction. That’s why we are doing this differently than any other recordkeeper has done it before. How? If you didn’t have an opportunity to view the recent “Get There” unification preview video*, we encourage you to take five minutes to learn more about changes coming in 2023.

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Clients and savers will benefit from the strategic and optimized combination of “best of the best” technology and solutions from across the three heritage organizations:

  • Ascensus behavioral finance expertise and corresponding design elements
  • Newport digital experience and web-based multi-plan utility
  • PAi targeted, trackable alerts and enhanced payroll functionality


Over the last few months, technology and development teams have been staffed and organized to further enhance infrastructure and connectivity that will set the stage for the delivery of more advanced capabilities, data analytics, and user experiences to optimize outcomes.

As we begin to deliver enhancements in 2023, you can count on the same commitment to service and stability that you rely upon today, as well as transparent communications well in advance of any material changes.

We hope you share our excitement and confidence in the experience evolution ahead. To you and yours, we wish you a happy holiday season and look forward to celebrating many successes with you in the new year ahead!


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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, or  

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.