403(b) Plans

The world of 403(b) plans can be complex: ERISA, non-ERISA, single vendor, multiple vendor. Choosing your 403(b) administrator should be easy. At Newport Group, 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, Newport Group 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 Newport Group can ease many of the administrative burdens associated with them.

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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.