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.

Experts say the president-elect could start the process of shoring up Social Security and embrace ESG investing.

One retirement plan industry executive says his conversations with members of the U.S. House and Senate make him optimistic that Congress could act sooner rather than later on the new legislation.

The IRS has issued final regulations on mortality tables to be used for calculating required minimum distributions, which reflect longer life expectancies.