Retirement Plans

The Newport Difference

Retirement Plan Management Made Easy

We offer state-of-the-art plan administration and recordkeeping services: leading-edge technology, easy-to-read participant statements, comprehensive plan accounting and fully integrated systems — all overseen by a single point of contact for managing conversion and administration from start to finish.

A Collaborative Approach to Retirement Plans

At Newport, we recognize that one size does not fit all. That is why we believe our collaborative approach is so important.

Laser Focus on Retirement

Newport is more than a recordkeeper, more than an investment firm and more than a specialty boutique provider. We are a full-service provider.
 

Types of Plans We Serve

Full-Service Defined Contribution Plans

Our 401(k) and other qualified plan solutions allow you to select from a wide variety of publicly available mutual funds to create a customized line-up of the best funds. A dedicated, highly knowledgeable account manager helps you ensure that every aspect of your plan is covered, from recordkeeping and administration to plan design and documentation. Learn more about full-service defined contribution plans.

403(b) Plans

Newport can help you evaluate your options, comply with ERISA regulations and satisfy your fiduciary obligations. Learn more about 403(b) plans.

Defined Benefit Pension Plans

Leveraging our in-depth industry expertise, we help you develop and maintain competitive pension plans. Our pension actuarial consultants can review your plan to help ensure that it meets required actuarial and regulatory standards and determine whether current funding levels are adequate. Learn more about defined benefit plans.

Employee Stock Ownership Plans (ESOPs)

An ESOP builds employee motivation by creating a strong ownership culture, while also producing the potential for significant corporate tax advantages. Through our feasibility analysis, we can help determine if an ESOP is beneficial for you and provide guidance in setting up, implementing and maintaining your plan. Learn more about ESOPs.

Profit Sharing Plans

A profit sharing plan serves as a powerful incentive for attracting and retaining employees, delivering tax benefits to both employers and employees and giving employers contribution flexibility. Newport can assist you in assessing if a profit sharing plan would complement your existing plan and we can design a flexible plan to meet your firm's unique circumstances.

Money Purchase Pension Plans

Newport can guide you through the process of setting up a money purchase plan that helps build employee satisfaction.

Institutional Trustee Services

Our experienced trust administrators focus on providing responsive and secure services for both qualified and non-qualified plans.
Learn more about retirement plan trustee services

Newport Institutional Trustee Services are offered through Newport Trust Company, a wholly-owned subsidiary of Newport Group, Inc. Newport Trust maintains the necessary separation and appropriate controls to safeguard client information and satisfy applicable regulatory requirements.

Newport and its affiliates do not provide tax, legal or accounting advice. Clients should consult their own tax, legal and accounting advisors before making any decisions. 

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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 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.