Articles

It's Not Just About the Money

Plan Sponsor and Advisor Webinar
June 9, 2020

How Personalized Advice Can Be Beneficial in Uncertain Markets

The longest bull market in U.S. history came to an abrupt end after the World Health Organization declared the coronavirus outbreak a global pandemic, causing a sharp increase in volatility and leaving investors wondering what, if anything, they could do. A managed account service, delivering personalized service, can help avoid this type of second-guessing.

Newport’s Managed Account Service: Grow Your Business, Help Clients and Their Employees

Newport’s Managed Account service makes it easy for you to offer your defined contribution plan clients a cost-effective, scalable solution for personalized advice to their employees—critically important in times of market volatility. Participants who subscribe pay a small monthly fee, giving them access to professional management at a cost that makes sense.

Non-Qualified Plans: The Remedy to 401(k) Plan Testing Issues

The COVID-19 pandemic has caused major disruptions to businesses across the country. As a result of difficult employment decisions and reduced contributions, many of your clients' 401(k) plans could potentially fail their 2020 nondiscrimination tests.  Implementing a non-qualified plan could be the solution your clients need.

The Purchase of BOLI in the Current Banking Environment

During this challenging economic landscape, Bank Owned Life Insurance (BOLI) remains an asset banks should consider due to the consistent income produced by BOLI policies through high credit quality insurance companies.

COVID 19: Managing Compensation Realities

The coronavirus dealt a major economic blow and businesses nationwide are looking for ways to move through and forward. Getting your organization's salary, bonuses, retirement and benefits just right can help you adapt to the new landscape and plan for the future.
 

New Product News for Advisors - Q2 2020

Our quarterly update of new services and products for plan sponsors and participants.

Copyright © 2015-2023 Newport Group, Inc.  All rights reserved.
Unauthorized access is prohibited. This site is designed for U.S. residents only.

Newport Group, Inc. (“NGI”), an Ascensus Company, and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services.

Securities are offered through Ascensus Broker Dealer Services, LLC (“ABDS”), member FINRA/SIPC. Securities in California are offered under the d/b/a Ascensus Corporate Insurance Solutions. Other insurance products may be offered by NGI. For more information, please visit - www.ascensus.com

Investment Advisory and fiduciary consulting services are offered through Newport Group Consulting, LLC, an SEC registered investment adviser and subsidiary of NGI. For more information about Newport Group Consulting and its services, please visit newportgroup.com or refer to our Form ADV Part 2, which is available by contacting us at 407-333-2905 or adviserinfo.sec.gov.

Newport Trust Company is a New Hampshire state-chartered trust company and wholly owned subsidiary of NGI. Newport Trust Company provides independent fiduciary and trustee services for employee benefit plans.

The views expressed herein are those of NGI and are current only through the date indicated. These views are subject to change at any time based upon market or other conditions, and NGI disclaims any responsibility to revise these materials to reflect updated views. These views may not be relied upon as investment advice and, because investment decisions for NGI are based on many factors, may not be relied upon as an indication of trading intent.