Deferred Compensation Plan Consulting

Newport provides sophisticated consulting services for all types of nonqualified deferred compensation plans.

Evaluating a Current Plan

Your current plan will be thoroughly analyzed for any gaps and opportunities by our specialists. We work with you to establish strategic goals, and present specific, objective recommendations.

Designing a New Plan

For new plans, our dedicated consulting resources develop a draft of the plan and trust documents based on preliminary plan design discussions. We help you comply with reporting and disclosure requirements by assisting with relevant notices, documents, and filings.

Participant Investment Options

Our consulting services guide you through every phase of managing your participants’ investment options.

Participant Investment Menu Construction – We operate under an “open architecture” investment platform philosophy. Plan sponsors are given a broad spectrum in determining asset managers and asset allocation tools for their plan participants.

Monitoring Funds/Reporting Results – The Quarterly Investment Manager Review provides performance data and informed commentary on the plan investment options.

Implementation and Conversion

Working closely with you, our team of professionals can manage every aspect of implementation and conversion—including enrollment, operations, technology, investments, recordkeeping, and administration. Your executives will be well-informed through a customized communications strategy developed collaboratively with you.

Keeping the Plan Current

Newport proactively monitors current trends in the industry, including legislative activity. We help interpret changing regulations and their effect on the plan. Our consultants offer recommendations and solutions on how to best respond to industry and regulatory changes.

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. 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, or  

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.