Happy Friday, readers! Managing a retirement planning practice means balancing priorities and budgeting time. Sometimes the focus is on selling and business development. Other times, client service comes to the fore, or it becomes necessary to take a step back and reconsider one’s strategic perspective. Collected below is a series of helpful and timely articles that can help your practice move ahead efficiently and effectively in 2020. We hope you share some of what you read with a client or colleague.

The new ruling is being hailed as a victory for retirement plan participants as well as a potentially important precedent-setting case impacting the special three-year statute of limitations that exists under the Employee Retirement Income Security Act.

Retirees sued for denial of benefits, claiming Delta was wrong to offset their pension payments by a workers' compensation settlement they received.

The new regulations, which go into effect on March 6, will require broker/dealers and their agents to provide investment advice and recommendations 'without regard to the interests of anyone but the customer.'