Deferred Compensation Plan Administration

Conversion Management

Comprehensive conversion management services ensure the transition to Newport 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 an advanced executive benefits platform, 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. 

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.