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

Jul 17, 2018

 
Click here to download a copy of this presentation, and here for a transcript of the Q&A.

Click here for a case study about how Newport Group and its advisor partner helped a client overcome plan testing issues. 

Qualify an opportunity and engage in a conversation with your clients using an interactive quiz, which you can download here.

Want to learn more about this topic? Discover how Newport Group can help you with strategic plan design.

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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.