Ron Surz

Ron Surz

Ron Surz is the president of PPCA Inc and its wholly owned subsidiary 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, 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.”

TDF risks to your Retirement Savings

We each have only one life path, and we each prepare differently for retirement. Despite claims that investments rule, the most important aspect of our...

What Are Target Date Funds? How do They Work?

Target date funds (TDFs) were first introduced in the early 1990s by Barclays Global Investors (BGI) and were originally used for college savings plans. The...

Target Date Funds – Statistics that Matter

Target date funds are on a growth trajectory that  will take them to $4 trillion by 2020, from their current level of $800 billion. That’s...

The Continuum Between Robo Advisors and Human Advisors

No matter how you define technology-based Robo advisors, Humans are involved throughout. Humans developed the programs that invest client assets. And, no matter how you...

Enter the Cyborg Advisor

The next evolution of investment consulting is upon us. With robo advisors grabbing headlines and wads of venture capital it won’t take long for them...

Currently seeking a top quality financial advisor

Our FREE match service finds the best advisors for you. Start your search today.