401k Plan Design & Administration

Newport is more than a recordkeeper or 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. Our 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. We 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. 

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.