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Business Retirement Plans

We work with you to design a plan that meets your needs. 

Our Retirement Plan Services group works with employers large and small to design and establish customized employer-based retirement savings plans such as 401(k), 403(b), 457, defined benefit, cash balance pension and SIMPLE IRA plans. Newport Investors offers a wide range of retirement plan solutions centered on consultation, enrollment and employee education. Key services include plan design and documentation, investment selection, record-keeping, administrative services, employee education, testing and reporting.

Our first step in designing a group retirement plan for your business is to learn about the overall objectives of your company and employees. We want to offer the best plan design to meet your goals. We have the flexibility to offer multiple types of plans from simple, turn-key solutions to highly unique packages that can be customized to individual employee needs.

We know that a group retirement plan is only a benefit to your employees if they know how to use it. We assign an education specialist to all our plans to serve as a guide to employees so they understand the “how and why” behind smart retirement planning.

We don't want to just offer you a plan, we want to be your partner. Our plans include:

  • 401(k) Plans
  • 403(b) Plans
  • 457(b) Plans
  • 401(a) Plans
  • Cash Balance Plans
  • Cross-Tested Plans
  • Traditional Profit-Sharing Plans
  • Traditional Defined Benefit Pension Plans
  • Simple IRAs
  • Other non-traditional types of plans

For a complimentary review of your current plan and/or a consultation for plan services, contact us.

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