Deferred Compensation Plan Administration

Conversion Management

Comprehensive conversion management services ensure the transition to Newport is timely and accurate. These services include conversion schedules, data interface specifications, a customized transition communication plan, a hardcopy and online plan administration manual.

Enrollment Activity Analysis

In-depth plan information and analysis includes plan participation summary and projected deferrals, use of model portfolios, asset allocation detail, trends analysis, and recommendations to increase plan utilization.

Master Calendar

A customized master calendar provides plan sponsors with a timeline of key events, activities and deliverables throughout the year.

Plan Sponsor Website

Our plan sponsor website is an advanced executive benefits platform, designed to make your plan and account management less burdensome. You will have continuous access to customizable reports, accurate, up-to-the-minute plan and participant information, and the ability to align the participant experience with a company’s brand. In addition, the site allows sponsors to securely upload payroll files, review plan performance, post messages to participants, access participant information, and monitor transactions.

Plan Sponsor Reporting

You will have access to a robust reporting platform that allows sponsors to generate summary and detail-level reports covering all aspects of a plan including: participation rates, demographics, account balances, asset allocation, investment performance, and transaction activity—all in real time. You will also receive a comprehensive suite of accounting, financial, and tax reporting.


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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.