Newport Offers Account Downloads to Quicken® and Microsoft Money®

Business Wire, Sept 29, 2005

ORLANDO, Fla. -- The Newport Group announced today that it has added another new feature to the website it provides to retirement plan participants--the ability to download account information into two leading brands of personal finance software, Quicken and Microsoft Money.

"This capability will enable Newport plan participants to quickly and easily incorporate their retirement plan data into their broader financial planning efforts," said Eric Brickman, Newport's Vice President of Strategic Initiatives. "With one click, an automated download feeds a participant's current account information-- including balances and transactions--to a Microsoft Excel(R) spreadsheet or to either of these popular computer applications."

Quicken 2006 is the latest version of Intuit's flagship personal software, helping with management of personal budgets, bill paying, or investment tracking. Microsoft Money 2006 similarly helps people track and understand spending, monitor and schedule bills, or generate reports, registers and budgets. Newport's account downloads can work with either the current editions or the 2005 versions of these packages.

With this release, the feature is being offered to participants in Newport's qualified defined contribution plans; the same feature will be rolled out to employees participating in the firm's deferred compensation plans at the end of the year. Newport provides both types of plans as well as independent investment advisory services to plan sponsors, through strategic alliances with partners in the financial services industry. The firm's leading-edge website provides both sponsors and participants a secure way to access, manage and monitor retirement assets, through an intuitive and easily navigated experience, Brickman noted.

"Newport is committed to leveraging the latest technology innovations, so as to offer retirement plan participants the most complete suite of services," Brickman said. "Linking personal retirement account information to these powerful financial management packages gives participants another significant tool to help them reach their financial destinations."

About The Newport Group

Founded in 1984, The Newport Group is a leading retirement services and asset management firm--specializing in the creative design, funding, and administration of qualified and non-qualified retirement plans as well as co-fiduciary investment advisory services. Through its innovative and customized solutions, Newport is uniquely positioned to satisfy the distinct financial needs of employers and employees, and has done so for hundreds of the country's largest and best-known companies. For more information, visit www.newportgroup.com.