SECURE Act 2.0: What's Changing in 2023 & 2024
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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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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, 2022
- 3 min
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.


- Sep 21, 2022
- 7 min
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, 2022
- 1 min
Need to Know: Market Volatility
What's happening with the stock market and what does that mean for the economy?


- May 11, 2022
- 2 min
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, 2022
- 2 min
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, 2022
- 3 min
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, 2022
- 4 min
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, 2021
- 2 min
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...


- Jan 20, 2021
- 4 min
Cash Balance Defined Benefit Plans
Current tax legislation is encouraging many professionals to adopt Cash Balance Plans as part of their pension programs.


- Jan 12, 2021
- 2 min
Need to Know: PPP Loans
Right before the end of 2020, Congress passed a $900 billion stimulus package that included $284 billion in Paycheck Protection Program...


- May 21, 2020
- 2 min
New SBA Guidance: PPP Forgiveness + Retirement Plan Contributions
New guidance on PPP from the SBA.


- Feb 25, 2020
- 3 min
Need to Know: Retirement Mindset Shifts
New ‘Retirement Mindset’ Driving Savings Behavior
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