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.

Insights & Trends: Even Millionaires Are Anxious About Their Retirement Security

While a million dollars may sound like a lot of money, in reality, it's only "table stakes" in funding a retirement lasting 25-30 years.

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: 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: 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...

Restatement Cycles Timelines

The Robin S. Weingast & Associates team is currently working on the restatement process for all plans.

How COVID-19 is Affecting Consumer Confidence

Reactions to COVID-19 and the impact on consumer confidence is prompting many consumers to reassess their retirement and financial plans.

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.