Plan Administration

Conversion Management

Comprehensive conversion management services ensure the transition to Newport Group is timely and accurate. These services include conversion schedules, data interface specifications, a customized transition communication plan, a hardcopy and online plan administration manual.

Enrollment Activity Analysis

In-depth plan information and analysis includes plan participation summary and projected deferrals, use of model portfolios, asset allocation detail, trends analysis, and recommendations to increase plan utilization.

Master Calendar

A customized master calendar provides plan sponsors with a timeline of key events, activities and deliverables throughout the year.

Plan Sponsor Website

Our plan sponsor website is one of the most advanced executive benefits platforms available today. It’s designed to make your plan and account management less burdensome. You will have continuous access to customizable reports, accurate, up-to-the-minute plan and participant information, and the ability to align the participant experience with a company’s brand. In addition, the site allows sponsors to securely upload payroll files, review plan performance, post messages to participants, access participant information, and monitor transactions.

Plan Sponsor Reporting

You will have access to a robust reporting platform that allows sponsors to generate summary and detail-level reports covering all aspects of a plan including: participation rates, demographics, account balances, asset allocation, investment performance, and transaction activity—all in real time. You will also receive a comprehensive suite of accounting, financial, and tax reporting.

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Newport Group, Inc. and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services. Fiduciary consulting services are provided through Newport Group Securities, Inc., an SEC-registered investment adviser and FINRA-registered broker-dealer, and InterServ, LLC, an SEC-registered investment adviser. Newport Group Securities, Inc. and InterServ, LLC are affiliates of Newport Group, Inc. All securities transactions are provided through Newport Group Securities, Inc., in its role as broker-dealer. All fiduciary consulting services are provided through the registered investment adviser. when offering variable insurance products, Newport Group Securities, Inc. acts solely in its capacity as a broker-dealer.
Trust and custody services provided by Newport Trust Company, a New Hampshire state chartered trust company and wholly owned subsidiary of Newport Group, Inc.