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:
Speaker, Target Date Solutions
Robb Smith is President of RS Fiduciary Solutions (RSFS), an independent ERISA consulting firm. Mr. Smith has over 30 years’ experience in the financial services and qualified retirement plan industries.
In 2021, RSFS created PEP-RFP.com to assist adopting employers and plan advisors in choosing the ‘best’ Pooled Employer Plan (PEP) option for their participants.
RSFS offers plan sponsors, RIA firms and plan advisors a variety of services including full and limited scope plan fiduciary audits, fiduciary training and certification classes and other industry related tools and resources, as well as fiduciary consulting services.
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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.
1 Credit
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