Company News

An Update on Our Unification with Ascensus

The latest information on the Ascensus, Newport and PAi unification journey.

Ascensus Closes Newport Merger Agreement

Leading provider of tax-advantaged savings and related services will serve more than 15 million savers with expanded technology, solutions, and expertise

Newport Awarded Best in Class Honors in 2021 PLANSPONSOR Defined Contribution Survey

Newport was recognized with honors in all service areas measured in this important industry survey, which ranks a company's satisfication with their retirement plan provider. These include participant services, sponsor services and support, investments and fees, and recordkeeping platforms.
 

Newport Websites Ranked Again Among Best in Industry

Newport’s participant and plan sponsor websites have been ranked among the among the best in the industry, according to DALBAR, the nation’s leading financial services market research firm.

Ascensus and Newport to Combine and Create a Leading Provider in Tax-Advantaged Savings 

Ascensus has entered into a definitive agreement under which Newport will merge with Ascensus. The newly combined organization will offer a broader set of capabilities and products to benefit institutional partners, clients, advisors, and savers.
 

Newport Websites Ranked Again Among Best in Industry

A market research firm has again ranked Newport's plan participant and plan sponsor websites among the very best in the retirement services industry.

Newport Named Leading DC Recordkeeper by PLANSPONSOR Magazine

PLANSPONSOR magazine has again ranked Newport as one of the leading defined contribution recordkeepers as well as one of the industry’s largest retirement services providers.
 

Newport Senior Relationship Manager Recognized as PLANSPONSOR Service Star

Senior Relationship Manager Jodi Throdahl of our St. Petersburg office has been recognized as a PLANSPONSOR Service Star for her dedication to excellent client service. Jodi was selected from more than 700  retirement services professional nomination for this annual award, which is part of PLANSPONSOR’s annual Defined Contribution Survey—one of the industry’s leading measures of companies’ satisfaction with their plan providers.

Newport Websites Again Recognized as Industry-Leading

The financial services market research firm DALBAR again ranks Newport's participant and plan sponsor websites among the best in the retirement services industry.

Newport Awarded 64 'Best in Class' Honors in PLANSPONSOR DC Survey

Newport earned 64 “Best in Class” awards in PLANSPONSOR magazine’s 2020 Defined Contribution Survey, another strong, consistent showing in this annual industry survey.

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Newport Group, Inc. (“NGI”), an Ascensus Company, and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services.

Securities are offered through Ascensus Broker Dealer Services, LLC (“ABDS”), member FINRA/SIPC. Securities in California are offered under the d/b/a Ascensus Corporate Insurance Solutions. Other insurance products may be offered by NGI. For more information, please visit - www.ascensus.com

Investment Advisory and fiduciary consulting services are offered through Newport Group Consulting, LLC, an SEC registered investment adviser and subsidiary of NGI. For more information about Newport Group Consulting and its services, please visit newportgroup.com or refer to our Form ADV Part 2, which is available by contacting us at 407-333-2905 or adviserinfo.sec.gov.

Newport Trust Company is a New Hampshire state-chartered trust company and wholly owned subsidiary of NGI. Newport Trust Company provides independent fiduciary and trustee services for employee benefit plans.

The views expressed herein are those of NGI and are current only through the date indicated. These views are subject to change at any time based upon market or other conditions, and NGI disclaims any responsibility to revise these materials to reflect updated views. These views may not be relied upon as investment advice and, because investment decisions for NGI are based on many factors, may not be relied upon as an indication of trading intent.