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.

Feb 113 min read

How SECURE 2.0 Affects Employee Benefits

Here's how SECURE 2.0 Affects Employee Benefits

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.

Nov 10, 20223 min read

Insights & Trends: Even Millionaires Are Anxious About Their Retirement Security

While a million dollars may sound like a lot of money, in reality, it's only "table stakes" in funding a retirement lasting 25-30 years.

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.

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.

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...

Mar 21, 20211 min read

Restatement Cycles Timelines

The Robin S. Weingast & Associates team is currently working on the restatement process for all plans.

Feb 9, 20212 min read

How COVID-19 is Affecting Consumer Confidence

Reactions to COVID-19 and the impact on consumer confidence is prompting many consumers to reassess their retirement and financial plans.

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.