Working at Newport Retirement Services | Glassdoor

Newport Retirement Services 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 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

Company Updates

  • Community Superstar Brian Stone from our St. Petersburg office is a dedicated Coach and Mentor. The Special Olympics are held in many cities across the United States every year. Unfortunately, due to the pandemic, the Special Olympics here in the US and around the globe have been postponed. But for Brian Stone, his Special Olympics chapter in Manatee County, FL is still getting coaching and support despite the pandemic. For Brian, working with the athletes through the Special Olympics is so much fun! Their courage and incredibly positive attitude is uplifting. He also notes the sincere encouragement the athletes show for one another without any sense of embarrassment. It's very different than what he has experienced in coaching and/or teaching any other population. Brian says, "The sense of team is so strong. I can say with confidence that the athletes teach me way more about life, love and being yourself than I could ever teach them about sports."

  • Staying connected during this pandemic has been a priority for Newport. Last week we had our first corporate Spirit Week. It was a great way to engage with each other and bring some much needed joy to all 25 of Newport's offices. Monday: Rock Your Socks Tuesday: Quarantune -what are you watching/listening/reading Wednesday: Social Share Thursday: Throwback Friday: Jersey Day #newport #spirit #teamspirit #stayingconnected #teamwork

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Newport Retirement Services – Why Work With Us?

Newport Retirement Services 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'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'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.

Newport Retirement Services Office Locations

With offices across the country offering a broad range of retirement products and services and an experienced team of industry experts, Newport 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, 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, 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 Retirement Services Reviews

  • Featured Review

    "Growing company, and Great: benefits; internal and external team interactions; and company culture."

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Technical Writer in Charlotte, NC
    Current Employee - Technical Writer in Charlotte, NC
    Positive Outlook
    Approves of CEO

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


    - Started with a double-digit percentage pay increase compared to previous employer even though I was previously a manager.
    - Started with three weeks of vacation per year.
    - Able to work remotely three days of the week due to my distance from the office.
    - There are definitely periods of increased work and pressing deadlines, but management understands and is willing to work with you to accomplish tasks.


    - No formal structured job training for new hires within the team. (some may prefer this though, and each team has different structure)

    Advice to Management

    - So many aspects of running a company and managing positive company culture are being done correctly here. Keep it up!

See All 215 Reviews

Newport Retirement Services Photos

Newport Retirement Services photo of: Senior leader takes pie in the face to raise money for Shoes That Fit
Newport Retirement Services photo of: Our community service throughout our offices across the country
Newport Retirement Services photo of: Go red for women
Newport Retirement Services photo of: 2020 Employee Appreciation Day. Bombas socks where Bomba will match a pair of socks to our Shoes that Fit community service
Newport Retirement Services photo of: "Paws" with our friends working from home
Newport Retirement Services photo of: Halloween Pumpkin Contest 2019
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Newport Retirement Services Interviews



Getting an Interview

Getting an Interview





    Conversion Analyst Interview

    Anonymous Interview Candidate in Folsom, CA
    No Offer
    Negative Experience
    Difficult Interview


    I applied online. I interviewed at Newport Retirement Services (Folsom, CA).


    Corp recruiters are doing their jobs and they asked appropriate questions and phone screening questions. Once they passed you the hiring manager for their department, they are challenging you in every aspects. I feel the hiring manager and the Corp recruiters are working in the opposite directions. I almost wanted to hang up with the hiring manager because of her attitude. Money that they offer for this position and how they challenge you during the interview is not balanced.

    Interview Questions

See All 50 Interviews

Newport Retirement Services Awards & Accolades

  • 2016 Plansponsor Best in Class 401(k) Plans, Plansponsor Magazine, 2016
  • 34 Best in Class Honors, Plansponsor Magazine, 2018
  • Best in Class, Plansponsor Magazine, 2019
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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

  More Pledges & Certifications

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