Retirement Plans

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.

Types of Plans We Serve

401(k)/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. Learn more about full-service defined contribution plans on

Pooled Employer Plans (PEPs)

With a Pooled Employer Plan (PEP), unrelated employers “pool” together and participate in a group 401(k) plan arrangement—providing their employees with a contemporary retirement program. Learn more about Pooled Employer Plans on

403(b) Plans

Learn more about ERISA 403(b) and Non-ERISA 403(b) plans on

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 about defined benefit plans.

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. Learn more about ESOPs at

457 Plans

A 457 plan is a type of employer-sponsored, tax-advantaged retirement account available to state and local government employees, and certain nonprofit employees. The most common is the 457(b) which, with its high contribution limits, can be used in conjunction with other tax-advantaged savings accounts to increase retirement savings.

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. Learn more about Profit Sharing Plans on

Money Purchase Pension Plans

Learn more about Money Purchase Pension Plans on

Institutional Trustee Services

Our experienced trust administrators focus on providing responsive and secure services for both qualified and non-qualified plans.
Learn more about retirement plan trustee services

Newport Institutional Trustee Services are offered through Newport Trust Company, a wholly-owned subsidiary of Newport Group, Inc. Newport Trust maintains the necessary separation and appropriate controls to safeguard client information and satisfy applicable regulatory requirements.

Get Started Today

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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. 20210310-1531224-4643714

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Newport Group, Inc. (“NGI”), an Ascensus Company, and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services.

Securities are offered through Ascensus Broker Dealer Services, LLC (“ABDS”), member FINRA/SIPC. Securities in California are offered under the d/b/a Ascensus Corporate Insurance Solutions. Other insurance products may be offered by NGI. For more information, please visit -

Investment Advisory and fiduciary consulting services are offered through Newport Group Consulting, LLC, an SEC registered investment adviser and subsidiary of NGI. For more information about Newport Group Consulting and its services, please visit or refer to our Form ADV Part 2, which is available by contacting us at 407-333-2905 or

Newport Trust Company is a New Hampshire state-chartered trust company and wholly owned subsidiary of NGI. Newport Trust Company provides independent fiduciary and trustee services for employee benefit plans.

The views expressed herein are those of NGI and are current only through the date indicated. These views are subject to change at any time based upon market or other conditions, and NGI disclaims any responsibility to revise these materials to reflect updated views. These views may not be relied upon as investment advice and, because investment decisions for NGI are based on many factors, may not be relied upon as an indication of trading intent.