Defined benefit plans

Most Plan Sponsors have two things in common; they struggle with funding status and the volatility of their Defined Benefit plans. To meet these challenges, Newport Capital Group prioritizes investment decision making by setting clear, attainable goals. Implementing the appropriate policy statements, partnering with your actuary to fully understand future plan obligations, properly allocating plan assets among a diversified group of asset classes, and finding and selecting the best managers for the job are all necessary steps to designing financially healthy, self-sustaining pension plans.

At Newport Capital Group, we develop investment solutions that help committees reach their plan objectives. Our pension expertise and advise can provide the guidance you need to vastly improve the financial health of your defines benefit plan. We welcome the opportunity to work with you as a trusted partner and advisor.