Ron Surz

/Ron Surz
Ron Surz

About Ron Surz

Ron Surz is the president of PPCA Inc and its wholly owned subsidiary Target Date Solutions, Ron 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, and holds a CIMA (Certified Investment Management Analyst) designation. 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 co-authored book is the “Fiduciary Handbook for Understanding and Selecting Target Date Funds.”

Why Investors Aren’t Getting What They Pay For (Infographic)

In his popular book, What Investors Really Want, Professor Meir Statman explains that investors want to play the investment game, and they want to win. […]

By |December 16th, 2014|Categories: Advisors|Tags: , , , , |7 Comments

Most Fiduciaries using Target Date Funds are inviting Lawsuits

At $1 trillion and growing, target date funds are the most popular qualified default investment alternative (QDIA) in 401(k) plans, yet most fiduciaries are not […]

By |May 27th, 2014|Categories: Advisors|Tags: , , , |4 Comments