Articles

Practical and Tactical Actions for Small Business Owners

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.

BOLI Market Update for Q1 2022

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.

Mid-Year Reviews to Prevent Year-End Headaches

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..
 

Compensation Trend Insights

The latest analysis of compensation and benefits trends that advisors can use to assist their clients.

The Latest on SECURE Act 2.0

A look at the retirement plan provisions featured in the proposed legislation known as the SECURE Act 2.0. 

New Product News - Q2 2022

An outline of new products, services and features from Newport in the second quarter of 2022.

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