President, Target Date Solutions
Ronald J. Surz is president of PPCA Inc. and its division, Target Date Solutions. He is a pension consulting veteran, having started with A.G. Becker in the 1970's. Ron earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois.
He has published regularly in such publications as The Journal of Wealth Management, The Journal of Investing, Journal of Portfolio Management, Pensions & Investments, Senior Consultant, HorsesMouth and the IMCA® Monitor, as well as contributed to and edited several books. Ron's most recent book is Fiduciary Handbook for Understanding and Selecting Target Date Funds: It's All About the Beneficiaries. Ron has served as a member of the following boards and councils:
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Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
101 Ratings
DP
Jun 21st, 2021
Very good information and instructor was very knowledgeable.
SW
Jun 21st, 2021
Definitely made me think about TDFs in a new light!
HS
Aug 23rd, 2021
Very interesting topic
CB
Aug 25th, 2021
Great course!
CM
Jun 21st, 2021
Speaker obviously very knowledgeable about subject. A little Too much hesitancy in his speaking could have led to a little more time for the subject matter. Overall quite informative and I happen to agree with his conservative approach.
1 Credit
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