Happy Friday, readers! This weekend’s mailing offers a thought-provoking mix of stories on the ever-important topic of client service. These days, advisers are increasingly being called upon 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 with a client or colleague. 

By year-end 2026, 88% of employers are projected to provide a defined contribution plan, according to new report from Transamerica.  

The SECURE 2.0 Act makes 529s a more appealing investment and potentially an easy financial wellness option for sponsors intimidated by the student loan matching provision.

More than 20% of advisers said clients spend between a quarter and half of their time on plan administrative tasks that could be outsourced.

The president followed through on his promise to veto a Congressional attempt to nix a DOL rule allowing ESG investing in retirement plans.

An individual in Ohio was recently indicted by a grand jury on charges that he fraudulently claimed the assets he withdrew from his retirement account would be used to purchase a primary residence and to pay medical expenses.