Newport Group Participant California Service Center


General inquiries from participants and clients can be submitted through the Contact Us page.

For assistance with Retirement Plans, general questions, and issues, contact at 844-749-9981 between Monday and Friday, 8:00 a.m. to 8:00 p.m. ET.

For Sales Information

To request free consultations with a sales representative, dial 855-751-2127.

Insurance Plan (BOLI/COLI/ICOLI)

Speak with the Insurance plan administrative officer at 800-510-2050 between Monday and Friday, 8:00 a.m. to 5:30 p.m. ET. If you are outside the USA, dial 704-324-3350 (Monday through Friday, 8:00 a.m. to 8:00 p.m. ET).

The service center is located at 1350 Treat Boulevard, Suite 300, Walnut Creek, CA 94597.

Vanguard 403(b) Services Retirement Plans

Participants can inquire about Vanguard 403(b) retirement plans by calling 800-569-4903 Monday through Friday, 8:00 a.m. to 8:00 p.m. ET. Plan Sponsors can get information and support regarding Vanguard 403(b) plans by calling 877-893-5426 .

Newport Trust Center

For Institutional Trustee and Independent Fiduciary Services, contact 646-313-3553 .

Compensation Consulting

To get assistance with compensation consulting services, speak with Rena Somersan, Managing Principal, at 414-312-8189 or email at Rena.somersan@newportgroup.com.

BOLI Plans

For Bank-Owned Life Insurance plans, contact 800-510-2050 Monday through Friday, 8:00 a.m. to 5:30 p.m. ET.

Near Me Locations

Find or locate Nearby Service Centers for participants using the provided link.

Newport Group Service Offices Near You

Folsom Service Office

35 Iron Point Circle, Suite 300, Folsom, CA 95630
(844-749-9981)

Fresno Service Center

7519 North Ingram Avenue, Suite 106, Fresno, CA 93711
(844-749-9981)

Los Angeles Service Center

515 S. Figueroa St., Suite 1750, Los Angeles, CA 90071
(844-749-9981)

Retirement Plans and Consulting Services

Retirement Plans

  • Full-Service Defined Contribution Plans
  • 403(b) & 401(k) Plans
  • Defined Benefit Pension Plans
  • Employee Stock Ownership Plans (ESOPs)
  • Profit Sharing Plans
  • Money Purchase Pension Plans
  • Deferred Compensation and Executive Benefit Plans

Consulting Services

  • Retirement Plan Consulting
  • Deferred Compensation Plan Consulting
  • Compensation Consulting
  • Fiduciary Consulting Services

Corporate Insurance Services

For the insurance plans and services, contact our administrative team at 800-510-2050 or (844-749-9981) .
  • Bank-Owned Life Insurance (BOLI)
  • Corporate-Owned Life Insurance
  • Corporate-Owned Life Insurance (COLI)
  • Insurance Corporate-Owned Life Insurance (ICOLI
  • After-Tax Retirement and Insurance Plans

Contact by Scan

Contact Newport Group Participant California by Scanning this QR Code

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