About TWG Benefits, Inc.

TWG Benefits, Inc. (“TWG,” fka “The Weiss Group”) is a leading provider of actuarial, recordkeeping, investment advisory, and administrative services for retirement plans. We understand that every business is unique, and we provide the highest level of customer service – from initial plan design to navigation of the industry’s ever-shifting regulatory landscape, and ultimately through the realization of retirement benefits. Retirement planning can be complex and administratively burdensome for business owners, so we leverage our expertise, experience, and industry connections to enable our clients to efficiently achieve their goals with peace of mind. We are committed to fee transparency, and we view industry fee disclosure requirements as crucial in promoting financial security for retirement plan participants and their employers. TWG provides daily valuation recordkeeping, actuarial, and third-party administrative (TPA) services to over 600 retirement plans with approximately 25,000 participants and plan assets in excess of $1 billion. TWG is headquartered in Northbrook, IL and maintains a physical presence in strategic regional markets to serve its nationwide client base. TWG is a second-generation family business that has helped people build wealth for a financially secure retirement across four decades.

  • Administration (TPA)
  • Recordkeeping (open architectural)
  • Custodial and Pay Agent
  • Actuarial
  • Plan Design
  • Consulting
  • Investment Advisory (offered through LPL)


Haskel B. Weiss

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Haskel builds and maintains close relationships with plan sponsors and consultants to ensure that clients’ goals are effectively achieved. He provides the highest level of customer service and is always accessible to clients. His expertise in software systems enables TWG to maintain a real-time holistic view of each plan, and ultimately better serve clients. Once presented with any problem, his obsessive passion for technology will not tire until he finds a practical solution. He develops processes and technologies that afford clients maximum flexibility in plan design, while eliminating the cumbersome recordkeeping and compliance tasks associated with plan administration.

Haskel earned a degree in Actuarial Science from Indiana University, and has served clients as a retirement plan professional since 1985. He is a member of the American Society of Pension Professionals & Actuaries (ASPPA) and has contributed to ASPPA’s Daily Valuation Course manual. He holds designations for ASPPA’s Qualified Plan Administrator (QPA) and Qualified 401(k) Administrator (QKA). Haskel regularly speaks before business, peer, and professional groups on retirement plan issues.

Haskel is an adventurous outdoorsman – if he’s not hiking the Rocky Mountains, he can be found traveling with his family on African safaris or Croatian beaches.

Adam R. Weiss

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Adam is focused on relationship management and his investment expertise enables him to bridge the gap between investment advisors, plan sponsors, and plan participants. He educates and trains plan participants to ensure they are informed decision-makers in charting their own path toward retirement. Adam optimizes clients’ retirement assets by informing plan sponsors of the latest investment opportunities offered by investment brokerages. Adam advises clients as a fiduciary to select, monitor, and review retirement investments. He practices his fiduciary role as a professional responsibility as well as a personal obligation, which means that he earns the confidence and protects the trust that clients place in him. Adam’s exceptional ability to discern what is accurate and true – in financial statements and in life – distinguishes him from his peers; as do his compassion, patience, and love for detail.

Adam earned a degree in Finance from Indiana University and has worked as a retirement plan professional since 1987. Adam is an Investment Advisor Representative (IAR) and provides 3(21) and 3(38) fiduciary investment services through his relationship with LPL Financial. He has earned the Professional Plan Consultant (PPC) Designation through Fi360, maintains a membership with the American Society of Pension Professionals & Actuaries (ASPPA), and holds designations for ASPPA’s Qualified Plan Administrator (QPA) and Qualified 401(k) Administrator (QKA). Adam speaks regularly to business, peer, and professional groups regarding retirement plan issues.

Adam is an avid tennis and paddleball player, and proud father of three young adults. He lives in Highland Park, Illinois, on the windy shores of Lake Michigan.

Our Team

Our team of experts includes accountants, actuaries, consultants, and administrators that address all the challenges employers face in successfully maintaining a retirement plan. We are proud to support the continuing professional learning and certifications of our staff, who hold the following credentials and memberships:

  • Certified Public Accountant (CPA)
  • Enrolled Actuary (EA)
  • Qualified Plan Administrator (QPA)
  • Qualified 401(k) Administrator (QKA)
  • Associate in the Society of Actuaries (ASA)
  • Member of the American Academy of Actuaries (MAAA)
  • Certified Pension Consultant (CPC)
  • Professional Plan Consultant (PPC)
  • Enrolled Retirement Plan Agent (ERPA)
  • Accredited Pension Administrator (APA)
  • American Society of Pension Professionals & Actuaries (ASPPA)
  • ASPPA Education Committee Member
  • National Institute of Pension Administrators (NIPA) Education & Annual Conference Committee Member

Our Core Values

Customer service is our business


Empower all employees

Be distinctive and unique

Embrace and drive change

Innovation needs execution

Work smarter, not harder

Celebrate success and learn from failure

Respect others and treat them the way you would like to be treated

Have pride in everything you do

Why Choose TWG

We take pride in our track-record of helping clients reach their goals. We strongly believe that our commitment to client satisfaction is the critical component of our success. Our investment in people and technologies align with this goal. The following four core tenets represent why we believe potential clients will do well to work with us:

  • We never lose sight of client satisfaction as our primary goal.
  • We are committed to our partners. We work hard to ensure that advisors and TPAs are better served because of our mutual partnership. We understand demanding business requirements and we support direct and indirect communications with sponsors and participants.
  • We invest in our people. We strongly believe that our organization is the reflection of our collected knowledge, wisdom, experience, and passion.
  • We invest in technology. We believe that our ability to perform efficiently and professionally is directly related to our investment in industry-leading tools and technologies.

Our History


TWG formed by Haskel Weiss and Adam Weiss.


TWG acquires the daily 401(k) business of R.H. Mosey & Co. (Illinois).


TWG acquires Financial Coordinated Services (DB, DC, and 125 plans) (Illinois).


TWG acquires The Weiss Organization (DB, DC, and 125 plans) (Illinois).


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


TWG hits new asset milestone with $1.5 billion in assets on recordkeeping system.


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


TWG hits new asset milestone with $1.5 billion in assets on recordkeeping system.


TWG acquires Jim Poekert & Associates (DB and DC plans) and introduces daily valuation services to its customer base (Florida).


TWG establishes an outsourcing recordkeeping arrangement with Dynamic Pension Services (Ohio).


TWG acquires General Pension Planning Corp. (daily and balance forward DC recordkeeping) and introduces defined benefit plan design and consulting to its customer base (Ohio).


TWG acquires INTRUST Bank defined benefit business (Kansas).