Adam Weiss
Partner at The Weiss Group, Inc.
📍 Northbrook, Illinois, United States
Adam Weiss is a Partner at The Weiss Group, Inc. , a firm he co-founded. A retirement plan professional since 1987, he specializes in fiduciary investment services, plan design, and administration. He holds a degree in Finance from Indiana University and multiple professional designations, including Qualified Plan Administrator (QPA).
Adam and his partner are considered innovative thought leaders in the retirement industry for their advanced use of technology to automate complex administrative processes for clients nationwide.
Read the full overview →Experience
31 Years
Current Role
Partner
Location
Northbrook, Illinois, United States
Personality Overview
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Priorities
Topics Adam cares about
Retirement Planning
Specializes in providing actuarial, recordkeeping, and administrative services for over 600 retirement plans, including 401(k) and defined benefit plans.
Fiduciary Responsibility
Acts as an Investment Advisor Representative, providing 3(21) and 3(38) fiduciary services and emphasizing the personal obligation to protect clients' trust.
Career
Work history
6-1994
Partner
The Weiss Group, Inc.
10-2012
Partner
General Pension Planning
In the press
Media appearances
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Education
1983 - 1987
Education details unavailable
Indiana University Bloomington
1980 - 1983
Education details unavailable
Glenbrook North
Social presence
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