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!

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.

Mar 242 min read

Robin S. Weingast Achieves Prestigious Top of the Table MDRT Qualification

Robin S. Weingast of Robin S. Weingast & Associates, Inc. in Garden City, New York, has qualified for Top of the Table.

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.

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?

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 25, 20214 min read

Disadvantages of a Cash Balance Pension Plan

In a recent post, we outlined cash balance pension Plans. Today, we're walking you through some of the disadvantages of this defined...

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.

Sep 22, 20202 min read

Six Financial Lessons from COVID-19

What COVID-19 has taught up about our personal financial planning.

May 21, 20202 min read

New SBA Guidance: PPP Forgiveness + Retirement Plan Contributions

New guidance on PPP from the SBA.

Feb 25, 20203 min read

Need to Know: Retirement Mindset Shifts

New ‘Retirement Mindset’ Driving Savings Behavior