July 2017

Turning Obstacles Into Opportunity: From ADP Testing Failures to Mergers and Acquisitions

Newport Group’s Julie Munderback, Senior ERISA Consultant, hosted a webinar on July 20 which addressed how to transform the challenges of merger and acquisition activity and ADP testing into opportunities for advisors’ business.

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Turning Obstacles Into Opportunity: From ADP Testing Failures to Mergers and Acquisitions

Turning Obstacles Into Opportunity: From ADP Testing Failures to Mergers and Acquisitions

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Newport Group Ranked a Top DC Recordkeeper

We are pleased to announce that the retirement industry's leading publication has again named Newport Group one of the nation's largest defined contribution recordkeepers.

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