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.

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.

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.

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...

Sep 17, 20211 min read

Need to Know: Life Insurance Sales on the Rise

It's Life Insurance Awareness Month, and the Robin S. Weingast & Associates team is highlighting some key facts.