newportgroup.com The information contained herein is for informational purposes only and does not constitute legal or tax advice. © 2016 Newport Group, Inc. All Rights Reserved. N401C-112316 CASE STUDY A Better Alternative: Newport Group Helps Client and Advisor Newport Group solutions offer better options for the client and its advisor. Situation Adequate service, limited options. This was the challenge faced by a well-established bio-technology firm and its advisor. The service the firm received from its record keeper—a local provider—was adequate. But it had little capacity to offer advisor managed models; limited sponsor and participant tools; and did not provide the advisor the opportunity to outsource his back- office work. Solution In partnership wi

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