The Newport Group 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 Group, 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 Group 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.
Newport Group can help you evaluate your options, comply with ERISA regulations, and satisfy your fiduciary obligations. Learn more.
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.
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.
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 Group 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 Group can guide you through the process of setting up a money purchase plan that helps build employee satisfaction.
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.