Articles

Tax Reform: A Deeper Dive into Amended Section 162(m)

This article addresses recent tax law developments affecting non-qualified deferred compensation plans sponsored by publicly traded corporations and non-public organizations that are required to file statements with the Securities and Exchange Commission. 

Meet the Team

Three Questions with Rena Someran, Managing Principal, Newport Group's Compensation Consulting Services

Vanguard Chooses Newport Group as its Non-Qualified Plan Administration Partner

We are pleased to announce that Vanguard has selected Newport Group as a partner to provide comprehensive administration to their non-qualified plan clients.

Finding and Fixing Common Plan Mistakes

To err is human. Even the most organized and meticulous plan sponsors can make mistakes, as can the countless others they rely on to help them administer their plans and process plan transactions. 

Newport Secures New Investment Partner in Kelso & Company

Walnut Creek, CA—June 8, 2018—Newport, a leading provider of retirement plans, insurance, and consulting services, announced today that the company has reached an agreement with the private equity firm Kelso & Company (Kelso). Kelso will make a significant investment in Newport and provide access to capital to help fund the future growth of the company. 

The Purchase of BOLI Post Tax-Reform

For many decades, banks of all sizes have used bank-owned life insurance (BOLI) as an effecient tool for offsetting employee benefit cost. Today, over $189 billion of BOLI resides on U.S. bank balance sheets.1

Vanguard Chooses Newport Group as its Non-Qualified Plan Administration Partner

We are pleased to announce that Vanguard has selected Newport Group as a partner to provide comprehensive administration to their non-qualified plan clients.

Tax Reform: A Deeper Dive into Amended Section 162(m)

This article addresses recent tax law developments affecting non-qualified deferred compensation plans sponsored by publicly traded corporations and non-public organizations that are required to file statements with the Securities and Exchange Commission. 

Stay on Track with Required Minimum Distributions

Do you know which of your former employees who still have savings in your retirement plan are turning 70½ this year? Or how many are older than that? Or how many accounts in your plan are held by beneficiaries? These individuals are required by law to withdraw money from your retirement plan each year. As a plan sponsor, you need to keep track of birthdates and beneficiary ownership, so you can make certain that plan distributions are being made properly.

Rabbi Trusts and Changes in Control Situations

Employers who maintain non-qualified deferred compensation plans or other supplemental employee retirement plans for their senior executives and other highly compensated employees may want to consider establishing a “rabbi trust” (so named because the first such arrangement was established by a synagogue to provide deferred compensation to its rabbi).

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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.