AdvisorFacts

A Powerful Partnership: How Advisors Can Create a "Partner" PEP with Newport 


Pooled employer plans (PEPs) are poised to revolutionize the retirement industry in 2021. And Newport can partner with advisors to offer what are known as "partner" PEPs. 

During our PEP webinar series, Newport Executive Vice President Mike DiCenso and Vice President, Key Accounts and Conversions Lisa Lacayo answered questions from advisors  about “partner PEPs,” in which an advisor acts as the plan’s 3(38) while Newport serves as the Pooled Plan Provider (PPP).
 

Learn More About PEPs

You can learn more about our PEP solutions with the resources below:

Watch the full presentation here: 


 

Ready to Get Started with Newport?

Find out how you can partner with Newport.

Copyright © 2015-2021 Newport Group, Inc.  All rights reserved.
Unauthorized access is prohibited. This site is designed for U.S. residents only.

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 and wholly owned subsidiary of Newport Group, Inc.
Securities are offered through Newport Group Securities, Inc., a dually registered investment advisor and broker dealer, member FINRA and affiliate of Newport Group, Inc. Securities in California are offered under the Newport Securities Insurance Services. See BrokerCheck for more information. Other insurance products may be offered by Newport Group, Inc.
For more information about Newport Group Consulting and its services, please refer to our Form ADV Part 2A.
Newport Trust Company, is a New Hampshire state chartered trust company and wholly owned subsidiary of Newport Group, Inc. Newport Trust Company provides independent fiduciary and trustee services for employee benefit plans.