#1
largest independent recordkeeping services provider in the United States1
Many of the Newport features and services you and your participants value today will continue to be part of your experience going forward. In November, your retirement plan will be moved to the Ascensus recordkeeping platform where you'll see how our unique approach-using the best of the best from each of our organizations-will deliver ongoing benefits including:
Streamlined plan administration
Increase administrative efficiency with even more seamless automated and guided services.
Intuitive digital experiences
Complete tasks quickly with enhanced dashboards that make it easy to know what to do and how to do it.
New ways for participants to save
Encourage better saving practices with innovative solutions—like the READYSAVE™ retirement plan mobile app.
COUNTRY Financial is committed to providing retirement plan solutions that help plan participants work towards their savings goals. As part of this commitment, COUNTRY Financial teamed with Newport to expand and enhance the retirement services program. In 2022, Ascensus and Newport became part of a unified organization under Ascensus, a premier tax-advantaged savings program provider.
largest independent recordkeeping services provider in the United States1
Best in Class awards, for retirement plans up to $200 million. Most won among all retirement plan providers for plans up to $50 million.2
years of industry experience3
in assets under administration3
retirement plans administered3
retirement plan participants served3
1Cerulli Associates. The Cerulli Report: U.S. Retirement Markets 2023. December 2023.
2PLANSPONSOR. 2023 Defined Contribution (DC) Survey. February 2024.
3As of March 31, 2024.
For a transition timeline and additional details, visit your Timeline page.