401(k) Real Talk Episode 178: December 17, 2025

Published on December 17, 2025

Open, honest and candid discussion about Vestwell acquiring new plans, 401Go raising $33M, ADP launching a PEP, the top 401(k) stories of the year and more.

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Mohit Mittal Explores Why Core Bonds Are Compelling Investments Today

December 17, 2025
Elevated yields, steeper yield curves, and ongoing volatility make core bonds a compelling choice for total return, income, diversification, and downside risk mitigation in today’s markets. Active management is key: Historically, it has helped core bond portfolios outperform passive strategies through a rigorous, diversified approach.

Schwab Boosts Advisor Referral Program AUM Level to $500M

December 17, 2025
Schwab has increased the minimum asset amount required for its advisor referral program, following its decision to raise the minimum client asset range.