Newport partnered with PAi and Andrew Larson of the Retirement Learning Center to present a free webinar focused on how retirement plans can help small businesses achieve their goals. The webinar qualified for one hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications and the CFP® designation.
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The demand for bank-owned life insurance (BOLI) was strong in 2021. Newport experts anticipate a similar appetite for BOLI for the first quarter of 2022 and beyond.
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Advisors can help their clients ensure their retirement plan meets IRS compliance requirements and is prepared for a potential IRS audit. This support can also help satisfy their fiduciary responsibility under ERISA..
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The latest analysis of compensation and benefits trends that advisors can use to assist their clients.
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A look at the retirement plan provisions featured in the proposed legislation known as the SECURE Act 2.0.
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An outline of new products, services and features from Newport in the second quarter of 2022.
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