TWG Benefits, Inc. - Innovative Retirement Solutions




 

About Us

TWG Benefits, Inc. provides actuarial, recordkeeping, and administration services for sponsors of retirement plans and provides support services for investment advisors and third party administrators (TPAs).

With its headquarters in Northbrook, IL and regional offices in Dayton, OH, Wichita, KS, Tarpon Springs, FL, and Bertha, MN, TWG maintains a national presence though an extensive network of financial advisors, accountants, and TPAs.

We strive to offer employers exceptional plan design, administration, and communication for the benefit of their employees. Our primary goal is to provide each such employee an opportunity to build wealth and to prepare for a financially secure retirement through their employer’s plan.

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.

Our dedicated team of experts is comprised of accountants, attorneys, actuaries, consultants, and administrators. They understand the challenges that employers and their advisors face in successfully maintaining a retirement plan.

We help our clients navigate the industry’s ever-shifting regulatory landscape and we work with employers, investment professionals, and TPAs to develop and support retirement plan solutions that satisfy a wide range of needs.

As a team serving clients nationally, we are proud to support the continuing professional learning and certifications of our staff. Today, members of our staff have the following credentials:

  • Certified Public Accountant (CPA)
  • Licensed Attorney at Law
  • Enrolled Actuary (EA)
  • Associate in the Society of Actuaries (ASA)
  • Member of the American Academy of Actuaries (MAAA)
  • Certified Pension Consultant (CPC)
  • American Society of Pension Professionals & Actuaries (ASPPA)
  • Qualified Plan Administrator (QPA)
  • Qualified 401(k) Administrator (QKA)

TWG provides daily valuation recordkeeping services to over 600 retirement plans with approximately 25,000 participant balances and in excess of $1 billion in plan assets.

History

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

Timeline

1995 TWG formed by Haskel Weiss and Adam Weiss.

1997 TWG acquires the daily 401(k) business of R.H. Mosey & Company (Illinois).

1998 TWG acquires Financial Coordinated Services (DB, DC, and 125 plans) (Illinois).

2001 TWG acquires The Weiss Organization (DB, DC, and 125 plans) (Illinois).

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

2004 TWG hits new asset milestone with $1.5 billion 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 and DC plans) and introduces daily valuation services to its customer base (Florida).

2010 TWG establishes an outsourcing recordkeeping arrangement with Dynamic Pension Services (Ohio).

2012 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).

2014 TWG acquires INTRUST Bank defined benefit business (Kansas).

 

 

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