AdvisorFacts

Introducing the Newport PEP: A Powerful New Tool for You and Your Clients

Pooled employer plans (PEPs) are poised to revolutionize the retirement industry in 2021. Newport kicked off the New Year with a webinar series to show you how these plans can boost your business.

Our first webinar was on the Newport Pooled Employer Plan. The informative question and answer session is above, and you can also:

Also in this Webinar Series: Partner PEPs

The second webinar of this series discussed Partner PEPs. Click here to watch it on demand.

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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 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.