Deferred Compensation Plan Consulting

Newport Group provides sophisticated consulting services for all types of non-qualified deferred compensation plans.

Evaluating a Current Plan

Your existing plan will be thoroughly analyzed for any gaps and opportunities by Newport Group’s team of 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 – Newport Group operates 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 Group 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.

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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.