Happy Friday, readers, and a happy New Year! Thank you for reading the first edition of PLANADVISERweekend published in 2020. This year, each Friday, PLANADVISER will bring you the most popular articles published in recent weeks, curated by theme. The first Friday of the month will focus on Practice Management; second Friday, Investing; the third Friday of each month we will bring you articles focused on Client Service; and the fourth Friday will be focused on Health Care and Other Benefits. Five Fridays in a month happens only quarterly, but that week our topic will be Rollovers.
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