Robin S. Weingast & Associates, Inc. Puzzle spelling "solution"

About Us

For nearly 40 years, Robin S. Weingast & Associates, Inc. has provided companies of all sizes with tailored benefits programs that retain top talent and maximize business earnings.

No two businesses are alike, so each client receives a custom solution that works for them.

Robin Weingast, owner and president of Robin S. Weingast & Associates

About Robin

Robin Weingast has been setting the standard in the benefits planning industry for almost 40 years. In 1982, Robin single-handedly founded a full-service benefits company. Today, her company provides best-in-class solutions to over 2,000 industry diverse clients.

Meet Robin S. Weingast & Associates, Inc.

How can Robin S. Weingast & Associates Help You?

Initial Services

Complementary consultation and design meetings
Individually designed pension plan
Recommendations for plan provisions
Board of Directors resolution to adopt plan.
IRS Form 5300 Series preparation (optional)
Advisory Assistance for IRS inquiries
Plan announcement materials
Summary Plan Description (SPD)
Administration Manual Forms and Training Statements

Disclosure Reporting Services

Prepare IRS Advance Determination Report (Form 5300, 5301), optional
Prepare IRS Short Form Application for Determination (Form 6406), optional
Prepare IRS Annual Report (5500 Series)
Prepare Form 8955-SSA (Terminated Employee Information)

Benefit Payment Facilities

Allow participant selection of payment method (lump sum, fixed or variable annuity, or combination)
Provide for payment of pension benefits upon disability, death, termination of employment, hardship, loans, etc.
Provide forms and instructions for benefit procedures.
Provide individual benefit quotations
Provide summary annual reports
Furnish pension participant tax data distributions (1099-R/W2-P)
Toll-free 800 number for access to account

Administration

Provide add/change employee data report
Furnish employee termination statement and tax data (Form 1099-R/W2-P for employee plan distributions)
Provide annual valuation reports
Conduct annual IRS 415 benefit limitation test
Conduct annual compliance testing
Prepare plan amendments for review of counsel
Provide updated information on legislative topics
Annual meeting with trustees to review plan
Re-enrollment meetings with employees

What Our Clients Say

"For over 20 years Robin Weingast and Associates has serviced many of our clients. In their firm the client always comes first. Whether our needs are information, services or products, they place all their energies to the task at hand and have come up with very successful solutions and strategies."

—Peter S. Marx, CPA, MLGW, LLP

"Six years ago I was referred to Robin Weingast and Associates to set up a 401(k) plan for me and my employees. It was and has continued to be a great decision.

Robin Weingast and her staff are always prompt and responsive to my questions. Mike Connor was especially helpful in designing the ideal plan for my practice.I would highly recommend them for their expertise and professionalism."

—Nancy Cosenza DDS, Hampton Pediatric Dental Associates

Benefits Plans

If you're curious about what kind of benefits plan makes sense for your company Robin can help. Browse our video library to learn more about the plans available to you and how they can help you achieve your financial and business goals.