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. (“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.