9870 Research Drive
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 Capital Advisors 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.