For Individuals

Our collective vision
began, humbly enough, with a simple goal:
raise the bar in retirement services
by operating without the bias and hidden
costs compromising the industry.

We saw a market troubled by obscured motives; a dated approach that impeded millions as they strove to save for retirement. And we saw how lack of expertise could compromise plan offerings, increase expense, and ultimately hinder retirement readiness for our clients’ employees. We knew there had to be a better model that would elevate the level of trust in the industry. So we set out not only to anticipate the direction of retirement services but to help redefine it.

THE NEWPORT DIFFERENCE WOULD BE
THE TRANSFORMATIVE CORNERSTONE FOR CHANGE

We pledged never to use retirement services to sell
proprietary products like mutual funds and insurance.

We vowed never to hide our fees.

We committed to independent advisors
to support unbiased guidance.

Our advanced expertise, objectivity, and vision are evident in every client relationship, allowing us to always provide partnership and support for what we believe is the foundational touchstone that advisors, companies, and employees depend upon today: trust in their future.

Icon

Objectivity

We are uniquely structured to eliminate the hidden bias that can compromise the integrity of the retirement industry.

Icon

Advanced Expertise

Newport is often recognized as the expert’s expert, engaged by larger retirement service providers for advice and administration.

Icon

Exceptional Service

Our tight relationship between employers and their relationship manager makes us exceptionally responsive and saves clients time, frustration and expense.

Icon

Leading-Edge Technology

Our platform is so state-of-the-art it’s used by other large financial services firms to service their own clients and employees.

Retirement

Explore
dark blue background with white icon of hands holding retirement money growing

Insurance

Explore
light blue background with white icon of an umbrella symbolizing insurance coverage

Consulting

Explore
bright blue background with white icon of a compass symbolizing Newport's consulting services

From Our Knowledge Center

Featured Articles, White Papers, and More

Company News

Ascensus Closes Newport Merger Agreement

Leading provider of tax-advantaged savings and related services will serve more than 15 million savers with expanded technology, solutions, and expertise

Company News

Newport Awarded Best in Class Honors in 2021 PLANSPONSOR Defined Contribution Survey

Newport was recognized with honors in all service areas measured in this important industry survey, which ranks a company's satisfication with their retirement plan provider. These include participant services, sponsor services and support, investments and fees, and recordkeeping platforms.
 

Company News

Newport Websites Ranked Again Among Best in Industry

Newport’s participant and plan sponsor websites have been ranked among the among the best in the industry, according to DALBAR, the nation’s leading financial services market research firm.
More News and Resources

Copyright © 2015-2023 Newport Group, Inc.  All rights reserved.
Unauthorized access is prohibited. This site is designed for U.S. residents only.

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.