Articles

Newport Group Again Ranked a Top DC Recordkeeper

Walnut Creek, CA—July 30, 2018—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.

Plan Sponsor Webinar: Strategic Plan Design: Smart Solutions for Overcoming Failed ADP/ACP Testing

Speaker: Regional Director David Baum and Director Compliance Tami Delaney
Air Date: July 25, 2018


 

Advisor Webinar: Strategic Plan Design: Smart Solutions for Overcoming Failed ADP/ACP Testing

Speaker: Regional Director David Baum and Director Compliance Tami Delaney
Air Date: July 19, 2018

Strategic Plan Design: Smart Solutions for Overcoming Failed ADP/ACP Testing: Advisor Webinar Record

Newport Group's Regional Director David Baum and Director Compliance Tami Delaney presented a webinar on July 19 on potential solutions for turning testing failures into sucesses for advisors and sponsors. 

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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.