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. N401B-112316 CASE STUDY High-Touch Meets High-Tech Newport Group and its advisor partner raised the bar with improved client service and more efficient technology options. Situation The client had a number of concerns with its current plan provider, a third party administrator. The provider offered very little automation, which created a number of day-to-day burdens. The client was also experiencing: • Quality control issues, such as incorrect processing of transactions, delivery of inaccurate statements and payroll processing errors • Service level guarantees that were not being met

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