Ron Surz
59 posts
Ron Surz is CEO of Target Date Solutions (TDS), co-host of the Baby Boomer Investing Show (BBIS), and author of the book "Baby Boomer Investing in the Perilous Decade of the 2020s." TDS licenses target-date fund usage of Ron’s patented Safe Landing Glide Path® (SLGP) that actually protects beneficiaries as they approach retirement. Individual investors can follow the SLGP at Age Sage, an educational interactive website. The BBIS educates baby boomers on the risks and rewards in contemporary investing, and Ron’s book is a tour of these shows. He can be reached at Ron@TargetDateSolutions.com.
Coming Soon to a 401k Plan Near You: Personalized Target Date Accounts
Why to consider an emerging disruptive innovation that combines managed accounts with TDFs
November 11, 2022
Beware: Target Date Funds Ignore Sequence of Return Risk
Unlike in 2008, there could be lawsuits for ignoring it
October 6, 2022
Two Self-Evident Steps to Retire with Dignity
Some say fiduciaries don’t know or care about TDF risk. That will change
September 27, 2022
A New Door Has Opened in 401k Target Date Fund Lawsuits
The plaintiff’s bar is watching and will act in the next 2008-like debacle
September 14, 2022
The Unraveling of Flawed Target Date Funds Begins
This surprise has never happened before
August 22, 2022
Require Disclosure of 401k Target-Date Fund Risk Near Retirement
Fiduciaries should make a clear choice. Safe may be suitable for some, while risky is right for others
July 26, 2022
Out of Sequence: Why TDF Risk Near Retirement is a Bad Bet
'Sequence-of-returns cuts both ways'
July 11, 2022
Worrisome Target-Date Fund Performance Year-to-Date
TDFs should be much safer. Lawsuits would make it so.
June 2, 2022
Target-Date Funds Are Not Safe Because Bonds Are Not Safe
So far this year, near-dated TDFs are losing about as much as long-dated.
April 26, 2022