AdvisorFacts

Our Numbers are Up!

Newport Group is pleased to report our latest corporate numbers, which reflect our firm reaching some significant milestones:
 
  • 1+ million plan participants
  • $100+ billion in retirement assets under administration
  • $250+ billion in corporate retirement and insurance assets*
These numbers represent not only substantial growth in our retirement business—both qualified and non-qualified—it solidifies our position as one of the nation’s largest independent recordkeepers working through financial advisors.

The momentum behind this growth is a tribute to Newport Group’s ongoing commitment to helping companies offer their employees a more secure financial future, and our dedication to meeting the evolving needs of advisors, clients and plan participants.
 
Staffed by an exceptional team of 1,200 retirement, insurance and consulting professionals, Newport Group provides retirement solutions tailored to the needs of employers of every size, from small businesses to the Fortune 1000.


* as of 12/31/17



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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 Newport Group Consulting, LLC, an SEC-registered investment adviser. Newport Group Securities, Inc. and Newport Group Consulting, 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 advisers. 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.