Happy Friday, readers! This weekend’s mailing offers a mix of stories on the ever-important topic of client service. Increasingly, clients are calling on their advisers to provide support and education on such challenging topics as Social Security, intergenerational wealth transfers, retirement income and dealing with market volatility. We hope you share some of what you read about these important topics with a client or colleague.

It also provides a way for retirement plan sponsors to avoid a partial plan termination.

With the acquisition of Cammack’s $154 billion book of business, CAPTRUST now reports assets in excess of $600 billion; one leader at the firm says the growth is nowhere near finished.

A look at what worked particularly well in 2020 and that could keep propelling growth in 2021.

Much of the text of the complaint is dedicated to detailing the reduction in the average fees paid by large U.S. retirement plans for both investments and administrative services.