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...
top of page
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!
Search
- Sep 18
- 1 min
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
- 1 min
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
- 3 min
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, 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
bottom of page