401k Plans


Newport Group is more than a record keeper and more than a specialty boutique provider. We are a full-service provider. We offer fully-bundled and unbundled retirement solutions, allowing you to create an optimal retirement program. We design and administer retirement and benefit plans of every size, type and business requirement, and have done so for firms in virtually every sector of American business. 

We offer not just 401(k) plans, but a full-range of retirement solutions:

Full-Service Defined Contribution Plans

Our 401(k), 403(b) and 457 plan solutions allows you to select from virtually all 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.

Defined Benefit/Defined Contribution Combined Plans  

The complexity of the regulatory, compliance and fiduciary requirements and responsibilities for a combined plan can seem daunting. Newport Group’s highly trained professionals can help you ensure that important tasks such as discrimination testing is conducted correctly.

Money Purchase Pension Plans

We can guide you through the process of setting up a money purchase plan that is highly competitive and builds employee satisfaction.

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.

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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.