About this institution
Newport Group is a retirement plan and benefits administration company offering 401(k), defined benefit, and executive compensation plan services. As a recordkeeper, it handles the accounts that employees often check only occasionally, even though they can hold a large share of long-term savings. Connecting Newport Group to Truthifi lets us read your plan balances, investment holdings, and contribution activity in read-only mode. Your workplace retirement savings then appear next to your brokerage, bank, and other accounts. That way you can judge your overall allocation, follow contributions over time, and spot overlap or concentration across everything you own.
Preferred aggregator:
Yodlee
