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. (“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 - www.ascensus.com

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 newportgroup.com or refer to our Form ADV Part 2, which is available by contacting us at 407-333-2905 or adviserinfo.sec.gov.

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.