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.

The Department of Labor has submitted a draft regulation to the Office of Management and Budget.

A federal judge previously moved forward ERISA claims against retirement plan providers and has recently allowed for a counterclaim by the providers against the plan sponsor.

Plan participants allege prohibited transactions between a plan sponsor and its investment manager relating to a revamp of the plan's investment lineup.

The case is expected to help determine whether the millions of Americans whose pensions are held in defined benefit plans have the right to sue the fiduciaries of their plans for mismanaging assets, even when their own retirement benefit has not suffered.