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!

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...

September is Life Insurance Awareness Month

It's the 20th anniversary of Life Insurance Awareness Month — are you secure in your coverage levels?

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.

Need to Know: Market Volatility

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

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

Disadvantages of a Cash Balance Pension Plan

In a recent post, we outlined cash balance pension Plans. Today, we're walking you through some of the disadvantages of this defined...

Cash Balance Defined Benefit Plans

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

Six Financial Lessons from COVID-19

What COVID-19 has taught up about our personal financial planning.

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