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!

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.

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.

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.

Need to Know: Market Volatility

What's happening with the stock market and what does that mean for the economy?

Need to Know: Retirement Planning for Freelancers

Did you know that nearly 30% of Americans currently freelance? This percentage has doubled since 2014.

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.

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

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.

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...

Cash Balance Defined Benefit Plans

Current tax legislation is encouraging many professionals to adopt Cash Balance Plans as part of their pension programs.

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...

New SBA Guidance: PPP Forgiveness + Retirement Plan Contributions

New guidance on PPP from the SBA.

Need to Know: Retirement Mindset Shifts

New ‘Retirement Mindset’ Driving Savings Behavior