NEED TO KNOW BLOG

On our blog, the Robin S. Weingast & Associates team will share the latest insights and updates that you need to know!

Dec 23 min read

Need to Know: New SECURE 2.0 Changes Coming in 2025

As we approach January 1, 2025, key provisions of the SECURE 2.0 Act will take effect.

Oct 282 min read

2025 Cost-of-Living Adjustment (COLA) Limits: Key Updates and What They Mean

As we head into 2025, new cost-of-living adjustment (COLA) limits have been announced.

Sep 231 min read

Need to Know: 2024 Employee Financial Wellness Report

Find out what you need to know about The 2024 State of Employee Financial Wellness Report.

May 222 min read

Need to Know: Employee Belonging Matters

How much time do you spend thinking about employee belonging? According to the Association for Talent Development, you should give it...

Apr 223 min read

Need to Know: Defined Benefit Plans

Defined benefit plans are the time-tested way to provide lifetime income while pulling longevity and investment risk for participants.

Feb 113 min read

How SECURE 2.0 Affects Employee Benefits

Here's how SECURE 2.0 Affects Employee Benefits

Sep 19, 20231 min read

Need to Know: Defined Benefit Plan Restatement

The adoption window for the restatement of Defined Benefit Plans, which is primarily based on provisions of the Pension Protection Act...

Sep 18, 20231 min read

September is Life Insurance Awareness Month

It's the 20th anniversary of Life Insurance Awareness Month — are you secure in your coverage levels?

Jun 19, 20231 min read

Need to Know: Retirement Planning Catch-Up Contribution Changes from SECURE 2.0

Under SECURE 2.0, starting in 2024, those earning at least $145,000 for the year must treat catch-up contributions as a ROTH contribution.

Jan 10, 20233 min read

SECURE Act 2.0: What's Changing in 2023 & 2024

On December 29, 2022, the President signed into law the Consolidated Appropriations Act, 2023, which included the SECURE 2.0 Act (“SECURE 2.

Nov 10, 20223 min read

Need to Know: Here's How Much the Average American Has Saved for Retirement at Every Age

See how you stack up to the average American when it comes to your retirement savings.

Sep 21, 20227 min read

Need to Know: Top 5 Operational Errors of 403b Plans

Whether you have a large plan or a small plan, you should perform frequent self-reviews to ensure you are not making common mistakes.

Jun 22, 20221 min read

Need to Know: Market Volatility

What's happening with the stock market and what does that mean for the economy?

May 11, 20222 min read

Need to Know: Retirement Planning for Freelancers

Did you know that nearly 30% of Americans currently freelance? This percentage has doubled since 2014.

Mar 20, 20222 min read

Need to Know: How "The New Normal" Will Shape Retirement Planning

Most Americans are ready to put COVID-19 in the rear view mirror when it comes to retirement planning.

Feb 21, 20223 min read

Need to Know: Prepare the Heirs

Heirs already know they're rich, and they are likely asking serious questions of themselves, , but often not their parents

Jan 19, 20224 min read

Need to Know: 3 Themes Shaping the 2022 Retirement Landscape

Insights on the major themes professionals at the firm expect to shape the retirement landscape in 2022.

Oct 18, 20212 min read

Need to Know: National Retirement Savings Week

COVID-19 continues to have a tremendous economic impact, and as National Retirement Savings Week kicks off, we're highlighting how the...

Jan 20, 20214 min read

Cash Balance Defined Benefit Plans

Current tax legislation is encouraging many professionals to adopt Cash Balance Plans as part of their pension programs.

Jan 12, 20212 min read

Need to Know: PPP Loans

Right before the end of 2020, Congress passed a $900 billion stimulus package that included $284 billion in Paycheck Protection Program...