Founded in 1984, The Newport Group is a leading retirement services and asset management firmspecializing in the creative design, funding, and administration of qualified and non-qualified retirement plans as well as co-fiduciary investment advisory services. Through its innovative and customized solutions, Newport is uniquely positioned to satisfy the distinct financial needs of employers and employees, and has done so for hundreds of the country's largest and best-known companies. Newport is headquartered in Heathrow (Orlando) FL, with service centers in Charlotte NC, La Crosse WI, and St. Petersburg FL. Newport also has offices in Atlanta, Chicago, Dallas, Jacksonville, Kansas City, Los Angeles, Milwaukee, Minneapolis, New York City, Orange County CA, Philadelphia, St. Louis, and San Francisco."
Perform duties to provide accurate, relevant and timely monthly, quarterly, annual and ad hoc reporting for BOLI clients. Assist in the implementation and ongoing maintenance and application of regulatory requirements for BOLI. Assist in facilitation of communication between the different business lines represented in the client service team, including benefit plan administration, accounting services, legal, etc. Specialties: 409A, nonqualified deferred compensation plans, short-term deferral plans, 457(f) plans, 101(j), corporate owned life insurance, bank owned life insurance