TCG, a HUB International company
Simon Miselis has a strong background in ERISA compliance and retirement plan administration. With experience at TCG and Charles Schwab, Simon demonstrates expertise in managing retirement plan sales processes, overseeing compliance testing, consulting clients on ERISA compliance topics and retirement plan designs, and ensuring exceptional customer service. With a Bachelor of Science degree in Finance from Kent State University, Simon has built and trained teams, reviewed complex distributions, and drafted regulatory notices to ensure the smooth operation of over 100 retirement plans.
TCG, a HUB International company
TCG provides valuable financial wellness solutions including wealth management, retirement planning, institutional advisory, identity protection, contract consulting, and more. We are on a mission to positively impact the financial future of communities nationwide. TCG is the parent company for the following organizations: TCG Administrators, TCG Advisors, TCG Consulting, and Cypher Security.