Videos and Webinars

Big Plans for Small Businesses

Jun 13, 2022

​Small businesses account for 99 percent of all U.S. businesses, and they employ half of private sector workers in the U.S. Most workers accumulate the majority of their retirement savings through workplace retirement plans. Because small business owners are concerned about their fiduciary liability, only half of them offer a retirement plan to their employees.

In this webinar, Newport partnered with PAi and Jennifer Kiffmeyer of the Retirement Learning Center to present a free webinar qualifying for one hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications and the CFP® designation. This webinar also qualified for one Professional Development Credits (PDCS) toward SHRM-CP and SHRM-SCP recertification.

During the webinar, attendees were able to:

  • Understand the important role small businesses play in helping U.S. workers save for retirement.
  • See how a plan governance process may help reduce fiduciary liability
  • Identify plan design elements that may help plan sponsors achieve personal and business goals
  • Stay up to date on plan compliance issues

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Newport Group, Inc. and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services. 

Investment Advisory and fiduciary consulting services are offered through Newport Group Consulting, LLC, a registered investment adviser. Securities are offered through Newport Group Securities, Inc., a dually-registered investment advisor and broker dealer, member FINRA. Securities in California are offered through Newport Securities Insurance Services. For more information about Newport Group Consulting and its services, Newport Group Securities, Inc. or Newport Securities Insurance Services and services offered, please refer to our Form ADV Part 2, which is available by contacting us at 407-333-2905, visit our website at www.newportgroup.com, or advisorinfo.sec.gov.  

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

Newport Group Consulting, LLC, Newport Group Securities, Inc., and Newport Trust Company are subsidiaries of Newport Group, Inc., an Ascensus Company.