Working at Newport Group | Glassdoor

Newport Group Overview

Walnut Creek, CA
1001 to 5000 employees
Company - Private
$50 to $100 million (USD) per year
Newport Group helps companies offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport Group offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a ... Read more

Mission: Newport Group’s mission is to deliver exceptional retirement plan, insurance and consulting solutions. We do this through extensive knowledge, industry expertise and outstanding client service, and by adhering to our core values.

Company Updates

  • We are pleased to report that Newport Group has been awarded 52 "Best in Class" awards in PLANSPONSOR magazine's 2016 DC Survey.

    2016 Defined Contribution Survey | PLANSPONSOR

    PLANSPONSOR's annual Defined Contribution (DC) Survey provides important client satisfaction information, as it measures and evaluates 401(k) and other DC providers according to feedback from our own plan sponsor clients. Major defined contribution providers are rated in the various client categories they serve, and benchmark information is collected for plan sponsors to gauge their plans against their peers.

  • Take a Fresh Look at Plan Eligibility and Vesting

    Newport Group - Retirement & Insurance Knowledge Center

    Jan 31, 2017 Today most pension plans are gone, and employers must offer a defined contribution plan that is competitive in retaining and recruiting employees. If you're a plan advisor, you can help your plan sponsor clients revisit their plan's eligibility and vesting requirements to ensure their plan is competitive and driving their desired participant savings outcomes.

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Newport Group – Why Work For Us?

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Newport Group helps companies offer their associates a more secure financial future through retirement plans, insurance and consulting services. Since 1985, we have been a growing and dynamic enterprise, providing solutions to companies in the United States from small businesses to the Fortune 1000. 

Our products and services include a complete array of retirement plan solutions, tailored to the needs of firms of every size, industry and employee population. We are a premier provider of corporate insurance services, with a team of professionals spanning disciplines that ensures programs meet each client’s specific financial objectives. And we provide consulting services on every aspect of retirement, benefit and compensation plans—including fiduciary support, compliance and administration, health and welfare, and much more.   

Newport Group’s leadership is due to our exceptional team of knowledgeable and dedicated retirement, benefit and compensation specialists. Our clients and their financial advisors rely on us for our independent and objective approach, our expertise, and our dedication to the highest level of flexible, responsive service. Newport Group’s national footprint includes associates located throughout the United States. 

Employees smiling for a photo

It’s All About You

You have goals, we get that.

That’s why, when you join our team we encourage you to strengthen your knowledge by offering professional certification programs and memberships to industry-relevant educational organizations. By utilizing these opportunities – as well as our tuition reimbursement and other training programs – you not only strengthen your skill set, you become more valuable. Then it’s our job to ensure that we recognize that value by providing you career advancement opportunities within our organization.

We believe that a business succeeds when employees have the tools to grow in their careers. 

Newport Group Reviews

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Approve of CEO
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Greg Tschider
4 Ratings
  • "Fast paced environment but has growth pains"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Employee in Folsom, CA
    Current Employee - Employee in Folsom, CA
    Positive Outlook
    Approves of CEO

    I have been working at Newport Group (More than 3 years)


    Great employees
    Fun environment
    Company pays you to volunteer 16 hours a year
    Solid benefits
    Great time off package
    Always work to be done


    This company has grown so much, its hard with all the changes and not always clear what the new process is.
    Salaries are not stellar. I feel like it's just middle range. I could make more elsewhere but I might miserable.

    Advice to Management

    Please document your processes and hire staff so we are not always having to do overtime. Also managers seemed stretched thin, give them time to manage people not just work.

See All 60 Reviews

Newport Group Interviews

Interview Experience

Interview Experience

Getting an Interview

Getting an Interview

Interview Difficulty


Interview Difficulty




    Operations Specialist Interview

    Anonymous Interview Candidate in Folsom, CA
    Declined Offer
    Positive Experience
    Easy Interview


    The process took 1+ week. I interviewed at Newport Group (Folsom, CA) in August 2016.


    The interview was initially for the call center rep position. I received a phone call from the corporate recruiter and she asked me a few general questions about my interests. We scheduled an in person interview at the Folsom location a few days later. I interviewed with the call center manager, as well as the operations manager. It was relatively easy, and more conversational than I expected. They asked me a few questions about my work experience, and then they allowed me to ask them questions about the company. We had a great dialogue around company culture and diversity. I was offered a position as an operations specialist about a week later, but ultimately declined due to the pay rate. The experience was fun though; and I would gladly take an offer if a position with more pay was to open up.

    Interview Questions

    Reasons for Declining

    Pay rate was too low.

See All 8 Interviews

Newport Group Awards & Accolades

  • 2016 Plansponsor Best in Class 401(k) Plans, Plansponsor Magazine, 2016

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