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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!
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Need to Know: Retiree Life in the Post-Pandemic Economy
As the pandemic fades further into the rearview mirror, retirees are enjoying retirement with well-defined priorities and spending time...
Jan 184 min read


Preserve Certain Tax Benefits for Those Born before Jan. 2, 1936
Special methods of figuring the tax on lump-sum distributions for those born before Jan. 2, 1936.
Jan 181 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.
Dec 2, 20243 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.
Sep 23, 20241 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...
May 22, 20242 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.
Apr 22, 20243 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.
Mar 24, 20242 min read


How SECURE 2.0 Affects Employee Benefits
Here's how SECURE 2.0 Affects Employee Benefits
Feb 11, 20243 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 19, 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?
Sep 18, 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 19, 20231 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.
Jan 10, 20233 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.
Nov 10, 20223 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.
Sep 21, 20227 min read


Need to Know: Market Volatility
What's happening with the stock market and what does that mean for the economy?
Jun 22, 20221 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.
May 11, 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.
Mar 20, 20222 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
Feb 21, 20223 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.
Jan 19, 20224 min read
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