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Newport Group Overview

Walnut Creek, CA
1001 to 5000 employees
Company - Private
Financial Transaction Processing
$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

  • Our thought leadership took center stage at the National Association of Plan Advisor’s (NAPA) inaugural Non-Qualified Plan Advisor Conference. Our NQ experts spoke at this sold out event. Want to find out how NQ plans can boost your business, click here to request a proposal from us.

    Request a Proposal from Newport Group

    Want to better understand how Newport Group can help you? Request a proposal from our team here.

  • Newport Group’s retirement plan experts spoke at the National Association of Plan Advisor’s (NAPA) inaugural Non-Qualified Plan Advisor Conference. In addition, Senior Vice President Mike Shannon is featured in NAPA Net Magazine, offering expert insight for advisors about using non-qualified plans to bring additional value to plan sponsor clients. You can read the article here.

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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. 

Take a look at some of our career advancement opportunities.

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.

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

We live by our core values.

Our values shape everything that we do, both internally and externally.

With offices across the country offering a broad range of retirement products and services and an experienced team of industry experts, Newport Group remains a national leader in retirement, insurance and consulting services. Click here to see our locations:

Launch Your Career as a Newport Group Intern!

Join our Summer Internship Experience and launch your career at one of the top retirement and financial services firms in the nation. Explore new opportunities, collaborate with leading industry experts and gain valuable experience and insight. Ready to succeed? Start here. Apply Now:

What Our Interns Say
Destry Garcia, Compliance Coordinator Intern, Lake Mary, FL

"Newport Group has taught me so much about working in the corporate world and financial industry. The compliance team helped me learn about exactly what the company does and how their department's role influences other departments. The team has been inclusive, allowing me to sit in on team meetings to better understand our objectives and goals and how to manage my time effectively to meet those goals. In addition to learning about the broad purposes of the company, they have also helped me fine tune my skills in business software, giving presentations, time management, and working to solve problems independently."   

Parker Godwin, Operations Intern, Mobile, AL

"Being an operations intern at Newport Group has been a wonderful experience. Not only was I given actual tasks and responsiblities, I was also able to learn different processes and database systems on a day-to-day basis. Newport Group was also very accomodating in terms of scheduling my work hours around my class schedule. Overall, my experience as an intern has been rewarding. I highly recommend this internship."

Newport Group Reviews

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Greg Tschider
50 Ratings
  • Featured Review

    Helpful (1)

    "Operations Associate -New Hire!"

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

    I have been working at Newport Group full-time (Less than a year)


    -Excellent business/work culture and values.
    -Supportive management and professional staff. I am honored to be working with them.
    -Well known company with a gigantic business portfolio and variety of financial products.
    -Excellent training and learning opportunities .
    -Pleasant and welcoming environment for the new hires.


    Nothing to say is not so good! It is an amazing workplace. Keep the good work up!

See All 183 Reviews

Newport Group Photos

Newport Group photo of: Newporters participate in a Wellness "Get in Gear Challenge" to win a prize pack - T-shirt and Fibit. Newporters share photos participating in their favorite cardiovascular activity!
Newport Group photo of: Our 2018 Shoes That Fit program helped 1017 students
Newport Group photo of: In the Pink for Breast Cancer Awareness
Newport Group photo of: Breast Cancer Awareness Week - Cupcake Bake Off
Newport Group photo of: Photo Booth Fun during Customer Service Week. Excellence Happened Here
Newport Group photo of: Senior leader takes pie in the face to raise money for Shoes That Fit
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Newport Group Interviews



Getting an Interview

Getting an Interview




  1. Featured Interview


    ESOP Analyst Interview

    Anonymous Employee in Des Moines, IA
    Accepted Offer
    Positive Experience
    Difficult Interview


    I applied through a recruiter. The process took 4+ weeks. I interviewed at Newport Group (Des Moines, IA) in April 2018.


    Newport Group has a great interview process. It was formal yet comfortable in all steps of the process. I had a recruiter interview, followed by two in phone interviews with managers. My final interview was an in person interview with the team. I did have to travel with an overnight stay and they were very accommodating to find something that required the least amount of time off. I was impressed with how the interview process was very much a dialogue between myself and who was interviewing me. I was able to ask questions about the company and the team. I was able to get honest feedback.

    Interview Questions

    • Why are you looking at other opportunities outside your current employer?   1 Answer
See All 40 Interviews

Newport Group Awards & Accolades

  • 2016 Plansponsor Best in Class 401(k) Plans, Plansponsor Magazine, 2016
  • 34 Best in Class Honors, Plansponsor Magazine, 2018

Pledges & Certifications

Veteran Hiring Commitment

Committed to helping America's military veterans find work

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