March 2017

Employee Stock Ownership Webinar

12/15/16 Webinar about Employee Stock Ownership featuring Nancy Dittmer

ESOPs Webinar Recording: Set Your Retirement Plan Practice Apart

12/15/16 webinar about Employee Stock Ownership featuring Nancy Dittmer

Best Practices in Index Fund Selection

Index funds are a prominent and growing part of retirement plan design, for good reasons. The category has grown remarkably from $327 billion in 2002 to $2.2 trillion in 2015.1 In addition to low expenses, index funds offer simplicity and relative predictability in comparison to actively managed strategies. However, while index funds are commonly referred to as “passively managed” investments, they are not as simple or homogenous as many investorsperceive them to be.

Form and Function: Optimizing Participant-Directed Menus

The objective of a participant-directed menu is to achieve the best
possible investment outcomes for plan participants, given their time
horizons and risk tolerance. As a consultant to both qualified and
non-qualified defined contribution plans, Newport Group’s fiduciary
consulting team has developed what we consider a “best-in-class”
menu design framework that can serve as a starting point for plan
sponsors.

Compensation, Retirement, and Benefits Trends Report

2/23/17 webinar on our Compensation, Retirement, and Benefits Trends Report, featuring Rena Somersan, Shelley Schumacher, and Kevin Bachler.

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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.