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.

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

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

The guidance includes best practices for locating missing participants in addition to best practices for documenting efforts to do so.

The Vail Corp. has skied past a fiduciary breach lawsuit, which was dismissed with prejudice in a detailed ruling.

As one expert tells PLANADVISER, repositioning portfolios after the recent run-up in risk asset prices could help mitigate future volatility.