Company News

Newport Group's Non-Qualified Plan Expertise Takes Center Stage

Aug 13, 2018

Walnut Creek, CA---August 13, 2018---Newport Group is earning national recognition for the company’s thought leadership in the non-qualified retirement market. 

We are pleased to announce that the company is a sponsor of the National Association of Plan Advisor’s (NAPA) inaugural Non-Qualified Plan Advisor Conference. 

Newport Group’s non-qualified plan experts will be speaking at this event as part of an educational session that will help teach advisors how to incorporate non-qualified deferred compensation plans into their business practice. The conference will take place September 23 to 25 in Chicago. 

For more information about NAPA’s 2018 Non-Qualified Plan Advisor Conference click here.

Newport Group’s thought leadership was also recently featured in NAPA’s quarterly magazine for financial advisors, NAPA Net Magazine. Senior Vice President Mike Shannon offered expert insight for advisors about using non-qualified plans to bring additional value to plan sponsor clients in the article entitled, “Building a Moat. That’s how non-qualified plans can complement an advisor’s business.” Read the full article here.
 

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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. Securities are offered through Newport Group Securities, Inc., a dually-registered investment advisor and broker dealer, member FINRA. Securities in California are offered through Newport Securities Insurance Services. For more information about Newport Group Consulting and its services, Newport Group Securities, Inc. or Newport Securities Insurance Services and services offered, please refer to our Form ADV Part 2, which is available by contacting us at 407-333-2905, visit our website at www.newportgroup.com, or advisorinfo.sec.gov.  

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

Newport Group Consulting, LLC, Newport Group Securities, Inc., and Newport Trust Company are subsidiaries of Newport Group, Inc., an Ascensus Company.