Topic: Case Studies

Alternatives to Equity Compensation for Private Company Executives

Many of our clients face challenges attracting, motivating, and retaining top executives. To alleviate those challenges, most public companies have some kind of “equity-based” long-term incentive program (LTIP) in place for top executives. LTIPs reward executives for their contributions to value creation as measured by increases in share price.

Compensation, Retirement and Benefits Trends Report

Plan Sponsor Webinar
January 22, 2020

The SECURE Act: New Opportunities

Advisor Webinar
January 15, 2020

The SECURE Act: New Opportunities

Advisor Webinar
January 15, 2020

Newport Awarded 70 “Best in Class” Honors in 2019 PLANSPONSOR DC Survey

Newport earned 70 “Best in Class” awards in PLANSPONSOR magazine’s 2019 Defined Contribution Survey. The company was also #1 in total awards for those markets in which we compete.

An Analysis of the SECURE Act

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was enacted. The SECURE Act is the most sweeping retirement legislation since the Pension Protection Act of 2006, and many of its provisions are designed to make retirement plans more accessible to employees and less cumbersome for employers.

U.S. Treasury Issues Final Regulations on Reportable Policy Sale Provisions

On October 25, 2019, the Internal Revenue Service (IRS) issued Final Regulations, which established rules around the Reportable Policy Sale provisions included in the Tax Cuts and Jobs Act of 2017 (TCJA). The Reportable Policy Sale provisions included in the TCJA were written in a way that could cause policies acquired through an acquisition (or potentially other policy transfers) to be subject to future taxation.

Our Brand Evolution

Our company has grown significantly over the past several years, both organically in partnership with you, and through acquisitions. Today, we’re serving more clients and retirement plan participants than ever before. This is why we felt the time was right for our brand to grow, too. 

Aligning a Plan Sponsor’s Business Objectives and Plan Design

Assessing plan design is not only important when establishing a plan, but as part of ongoing annual reviews. Taking time to evaluate the plan sponsor’s goals each year can help pinpoint plan features that are no longer aligned with your clients current needs.

Wayne Haughey Appointed Chief Information Officer; Eric Brickman Named Chief Solutions Officer

Walnut Creek, CA—December 6, 2019—Newport, a leading provider of retirement services, announced today that Wayne Haughey has joined the organization as Chief Information Officer, leading the company’s Technology and Digital Innovation team. In addition, Eric Brickman will take on a new role as the company’s Chief Solutions Officer. 

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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.