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!

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.

Nov 10, 2022
3 min

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.

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...

Sep 17, 2021
1 min

Need to Know: Life Insurance Sales on the Rise

It's Life Insurance Awareness Month, and the Robin S. Weingast & Associates team is highlighting some key facts.

Jul 14, 2021
2 min

COVID Relief: Enhanced Child Tax Credits

As of July 15, nearly 40 million families will receive payments from the enhanced child tax credits. T

Mar 21, 2021
2 min

Need to Know: American Rescue Plan Act

Businesses both small and large will want to pay attention to several key aspects of the American Rescue Plan Act.

Mar 21, 2021
1 min

Restatement Cycles Timelines

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

Feb 9, 2021
2 min

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.

Jan 25, 2021
4 min

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...

Jan 24, 2021
2 min

Tax Provisions of New Stimulus Package

Right before the end of 2020, Congress passed a $900 billion stimulus package. In addition to funding an additional round of Paycheck...

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...

Sep 22, 2020
2 min

Six Financial Lessons from COVID-19

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