NEED TO KNOW BLOG

Findings from a recent Transamerica retirement survey reveal a growing disconnect between retirement aspirations and financial realities.

As the pandemic fades further into the rearview mirror, retirees are enjoying retirement with well-defined priorities and spending time...

Special methods of figuring the tax on lump-sum distributions for those born before Jan. 2, 1936.

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

Here's how SECURE 2.0 Affects Employee Benefits

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.

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

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

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.

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

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

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

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

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

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

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

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

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