401(k) Real Talk Episode 148: April 16, 2025

Published on April 16, 2025

Open, honest and candid discussion about State Street and Apollo's new target date fund, a big milestone for Portability Service Networks, a new Milken Institute white paper, and more.

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Schwab Takes Minority Stake in Wealth.com

April 16, 2025
The AI estate planning platform's CEO calls the deal “the foundation for something much bigger.      Related StoriesWealth.com Integrates eMoney DataTrump Tax Cut Extensions Are Far From a Done DealMillionaire Tax Hike Gains Steam as Trump Signals Openness

G17: G.17 Data for March 2025 are now available

April 16, 2025
Industrial production and capacity utilization data for March 2025 are now available.Industrial production (IP) decreased 0.3 percent in March but increased at an annual rate of 5.5 percent in the first quarter. The March decline was led by a 5.8 percent drop in the index for utilities, as temperatures were warmer than is typical for the month. In contrast, the indexes for manufacturing and mining