Articles

Newport's Financial Wellness Center Helps Participants Prepare 

Sep 08, 2020

As part of Newport’s holistic approach to participant retirement readiness, we’ve recently enhanced our Financial Wellness Center (FWC), specifically designed to help plan participants prepare for retirement and beyond. A seamlessly integrated web and mobile experience gives participants access to a robust library of mulit-media financial wellness resources such as:
 

  • Retirement planning
  • Investment strategies
  • Debt and credit management
  • Education funding
  • Health care and insurance
  • And much more

By answering a few simple questions, the FWC customizes the experience for each participant  based on age, learning style, goals/needs, interest and usage behaviors.

The content-driven user journey serves up relevant content to each user that evolves based on participant profiles and site usage patterns. Dynamic “calls-to-action” bring together the FWC with core features of their retirement accounts and encourages particpants to take the next best step. And your clients benefit from periodic sponsor reporting that tracks FWC usage trends among their participants.

Furthermore, the FWC intregates with Newport’s freshly updated and enhanced public-facing website, newportgroup.com. It now features a new homepage with resources and tools specifically for participants. It is designed to make it easier for participants to access their retirement account or enroll in their plan. In addition,  a second “showcase” page promotes the Financial Wellness Center within the participant website.

To view the new participant enhancements on our corporate website, click “For Individuals” at the top of the page.

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

20200909-1324140-4037793

 

Copyright © 2015-2021 Newport Group, Inc.  All rights reserved.
Unauthorized access is prohibited. This site is designed for U.S. residents only.

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 and wholly owned subsidiary of Newport Group, Inc.
Securities are offered through Newport Group Securities, Inc., a dually registered investment advisor and broker dealer, member FINRA and affiliate of Newport Group, Inc. Securities in California are offered under the Newport Securities Insurance Services. See BrokerCheck for more information. Other insurance products may be offered by Newport Group, Inc.
For more information about Newport Group Consulting and its services, please refer to our Form ADV Part 2A.
Newport Trust Company, is a New Hampshire state chartered trust company and wholly owned subsidiary of Newport Group, Inc. Newport Trust Company provides independent fiduciary and trustee services for employee benefit plans.