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. N401H-112316 CLIENT CASE STUDY Customization Key to Success Newport Group helps an insurance company successfully roll out a 401(k) plan benefit for the company’s newly acquired employees. Situation The client had an objective of building a national presence through continued acquisitions. In fact, it was closing multiple acquisitions each month. The company needed a solution to provide 401(k) education and enrollment to accommodate new eligible employees and keep the company’s 401(k) plan in compliance. Some of the requirements the company needed for this solution included: • Suppor

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