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
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469 Ratings
SB
Aug 26th, 2021
Very interesting presentation, and very logical. You can see where these problems/issues are coming from, and I believe that they are truly problems. I will review, since I do have some of these funds. Thank you for a very good presentation.
DR
Jan 31st, 2023
Very good & useful information, well presented, and shows both sides of the argument. For anyone who has money in a 401K.
DL
May 4th, 2022
Good content. Appreciate the different point of view from some of my colleagues.
PR
Jun 9th, 2022
It really made me think about my personal 401K. Very interesting!
DF
Aug 26th, 2021
The content was a bit scary, but very interesting.
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