403(b) Plans

The world of 403(b) plans—ERISA, non-ERISA, single-vendor, multiple-vendor—can be complex. Choosing your 403(b) administrator should be easy. At Newport, we support tax-exempt organizations with complete administration of 403(b) plans while providing resources to employees that can help them reach their retirement goals.

Whether you are currently active as the sponsor of your 403(b) plan and use a single provider, or have a less actively sponsored and multiple-vendor program, we can help you evaluate your options, comply with regulatory requirements, and satisfy your fiduciary obligations.

Our clients include non-profits, foundations, public universities and school districts and non-profit hospitals—and we have extensive experience working with clients with multiple vendor arrangements. We recognize the challenges inherent with these types of plans, and can ease many of the administrative burdens associated with them.


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 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.