PlanFacts

New Product News for Sponsors

New Product News for Sponsors

An Advance Look at Our Compensation, Retirement and Benefits Trends Survey

What are the latest approaches for recruiting, rewarding and retaining talent? Find out the latest trends in Newport's annual Compensation, Retirement and Benefits (CRB) Trends Report.

Introducing Our Managed Account Service

Our newest product is now on the market! Our Managed Account service—an optional online investment service for retirement plan participants—is an easy-to-use, online investment and savings service designed to help participants meet their retirement needs. 

Get Ready for Year-End Testing

Every 401(k) plan is subject to certain year-end testing requirements (even plans that have adopted a safe harbor design feature). As the sponsor of your company’s 401(k) plan, you must ensure that plan contributions have not exceeded the annual limits set by federal tax law and are not discriminatory against lower paid workers.

Our Latest DALBAR Rankings

Our participant website was highly ranked in the latest retirement industry benchmark report from DALBAR, a leading independent market research firm. 

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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.