TWG was established in 1995 by Haskel Weiss and Adam Weiss to provide pension plan consulting and actuarial services. Today, the company services more than 600 qualified and non-qualified retirement plans including daily 401(k) and other defined contribution and defined benefit plans. TWG also partners with investment advisors and other TPAs who leverage  the company's technologies and service resources on its open architecture platform.

TWG serves clients nationwide from principal offices in Illinois and Florida.

A little history

1995 TWG formed by Haskel Weiss & Adam Weiss
 
1997 TWG acquires daily 401(k) business of R.H. Mosey & Company

1998 TWG acquires Financial Coordinated Services (DC, DB and 125 plans)
 
2001 TWG acquires The Weiss Organization (traditional DB, DC and 125 plans)

2004 TWG establishes an outsourcing recordkeeping arrangement with Larson Allen Financial (Minnesota)

2004 TWG hits new asset milestone with $1.5B in assets on recordkeeping system

2004 TWG establishes an outsourcing recordkeeping arrangement with Eisner Retirement Solutions (New York)

2008 TWG acquires Jim Poekert & Associates (DB, DC), introduces daily valuation services to JPA customer base

2010 TWG establishes an outsourcing recordkeeping arrangement with Dynamic Pension Services