Newport Overview

  • Walnut Creek, CA
  • 1001 to 5000 Employees
  • 1985
  • Company - Private
  • Financial Transaction Processing
  • $50 to $100 million (USD)

Newport helps companies offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and ...
Mission: Our mission is to deliver exceptional retirement plan, insurance and consulting solutions. We aim to do this through extensive knowledge, industry expertise and outstanding client service, and by adhering to our core values. Our Values Accountability We keep our commitments and ...

Company Updates

May 28, 2021
All Newport offices will be closed Monday, May 31 in observance of the #MemorialDay holiday as we honor those who made the ultimate sacrifice for our country. We'll be back Tuesday, June 1 to serve our clients and partners.
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March 8, 2021
KEY NOT FOUND: company-updates.categories.culture
Today is International Women's Day, and we're celebrating by highlighting several women leaders at Newport and sharing how they #ChoosetoChallenge and break stereotypes in the retirement industry. The first is Vice President Dawn Hafner, who leads Newport’s Employee Stock Ownership team (ESOP). Dawn embraces an interpersonal style of leadership, connecting authentically with people and taking into consideration her team’s unique skills and life outside of the office. “Leadership is a lot about who you are as a person in your whole life, not just in an office setting,” Dawn says. “The more you can let people in to who you really are, the more others will feel safe to do the same. When we create an environment that welcomes true authenticity, our teams are stronger and more resilient.” #InternationalWomensDay #NewportRetirementServices #Newport #NewportGroup #WomenInRetirement
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Newport Reviews

Recommend to a Friend
Approve of CEO
Greg Tschider
Greg Tschider
78 Ratings
Featured Review
Current Employee, more than 5 years


Aug 31, 2021 - Team Leader in Folsom, CA
Positive Outlook
Approves of CEO


Love the people and the effort the company makes to encourage growth and learning.


Very few...sometimes disagree with how things are done but very rarely.
See All 249 Reviews

Diversity & Inclusion at Newport

(20 Reviews)

Diversity Programs & Initiatives

Different Can Be Defining

Newport strives to create a company culture and environment in which every voice is valued, employees have a sense of connection with one another and to the company, and employees feel empowered to do their best work. 


Newport Photos

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Newport Interviews

Getting an Interview
Applied online59%
Employee Referral17%

  1. Customer Service Representative Interview

    Anonymous Employee in Lake Mary, FL
    Accepted Offer
    Negative Experience
    Average Interview

    I applied online. I interviewed at Newport (Lake Mary, FL) in Sep 2020


    It was a phone interview then once you pass that you get a zoom meeting invite and interview with 2 other people. After 2 months they call. Waste of a job don’t take it.

    Name a time you had a difficult customer and how you were able to assist that customer.

    1 Answers

See All 51 interviews

Newport Awards & Accolades

  • Best in ClassPlansponsor Magazine2019
  • 34 Best in Class HonorsPlansponsor Magazine2018
  • 2016 Plansponsor Best in Class 401(k) PlansPlansponsor Magazine2016

Pledges & Certifications

  • Veteran Hiring Commitment

    Committed to helping America's military veterans find work

  • Pay Equality Pledge

    Committed to paying equitably for equal work & experience

  • Tech Hiring Commitment

    Helping to train, hire and promote more technology workers

  • Career Advancement Program

    Helping employees "upskill" into higher-paying positions

  • Pledge to Thrive

    Taking steps to prioritize employee well-being

  • First Job Programs

    Maintain entry-level hiring and career development programs to give people career starts

  • Fair Chance Pledge

    Maintain hiring/training programs for those with criminal records as an opportunity for a second chance

  • Social Responsibility Pledge

    Formal programs or foundation to give back to communities

Popular Careers with Newport Job Seekers


Newport FAQ

(27 Questions)

All answers shown come directly from Newport Reviews and are not edited or altered.

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What are perks and other benefits like at Newport?

...The benefits are a bit pricey, and you don't have too many options to choose from....

August 13, 2019

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