NEED TO KNOW BLOG

A newly introduced bipartisan bill, known as the Retirement Investment in Small Employers (RISE) Act, aims to expand tax credits that cover the cost of starting a retirement plan.

A mix of taxable tax deferred, and tax-exempt accounts provides flexibility to manage tax bills during retirement and acts as a hedge against changing tax rates.

Employees want more security in retirement — and they’re looking to their employer-sponsored plans to find it.

As the pandemic fades further into the rearview mirror, retirees are enjoying retirement with well-defined priorities and spending time...

Special methods of figuring the tax on lump-sum distributions for those born before Jan. 2, 1936.

As we approach January 1, 2025, key provisions of the SECURE 2.0 Act will take effect.

Find out what you need to know about The 2024 State of Employee Financial Wellness Report.

How much time do you spend thinking about employee belonging? According to the Association for Talent Development, you should give it...

Defined benefit plans are the time-tested way to provide lifetime income while pulling longevity and investment risk for participants.

Robin S. Weingast of Robin S. Weingast & Associates, Inc. in Garden City, New York, has qualified for Top of the Table.

Here's how SECURE 2.0 Affects Employee Benefits

The adoption window for the restatement of Defined Benefit Plans, which is primarily based on provisions of the Pension Protection Act...

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

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.

On December 29, 2022, the President signed into law the Consolidated Appropriations Act, 2023, which included the SECURE 2.0 Act (“SECURE 2.

See how you stack up to the average American when it comes to your retirement savings.

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.

Whether you have a large plan or a small plan, you should perform frequent self-reviews to ensure you are not making common mistakes.

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

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