May 2017

When Plan Design Pays Off: Plan Forfeitures

Most advisors understand that plan design has a big impact on participation and savings rates in a retirement plan. An aspect of plan design that may be less well-known but also has a big impact for plan sponsors is the plan forfeiture provision.

Tax Reform Update

An analysis of current tax reform proposals, both from the Administration and Congress, and their potential implications for retirement plans.

The State of Our Company

From our CEO Greg Tschider, an update about the state of our company as of mid-year 2017 -- covering both our continued growth and what's ahead for Newport Group.

2017 Non-Qualified Deferred Compensation Survey: Prevalence of Plans Increases

A competitive executive compensation plan is becoming increasingly vital to attracting and retaining talented management, employers report in Newport Group's forthcoming 2017 non-qualified plan survey.

Evercore Agrees to Sell Its Institutional Trust and Independent Fiduciary Business to Newport Group

Evercore (NYSE:EVR) and Newport Group, Inc. (“Newport Group”) announced today that they have entered into an agreement by which Evercore will sell the institutional trust and independent fiduciary business of its subsidiary Evercore Trust Company, N.A. to Newport Group.

Nate DeLong joins Newport Group Sales Team as Regional Director for the West Coast.

Nate DeLong has joined the Newport Group Sales Team as Regional Director for the West Coast. He will be responsible for developing business relationships and identifying market opportunities. In this role, he will promote Newport Group's compliance-only services for qualified plans, which the firm offers in partnership with other qualified plan recordkeepers.

Adam Sandahl Appointed Senior VP of Non-Qualified Plans and Insurance Distribution

Adam Sandahl has joined Newport Group as Senior Vice President, Non-Qualified Plans and Insurance Distribution. He will be responsible for optimizing Newport Group’s existing distribution network and to grow its distribution of non-qualified recordkeeping services and institutional life insurance programs.

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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.