Ron Surz is president of PPCA Inc and its DBA Target Date Solutions (TDS), co-host of the Baby Boomer Investing Show (BBIS), creator of Soteria SaaS, and author of the books “Fixing Target Date Funds” and "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.
Ron can be reached at Ron@TargetDateSolutions.com.
A Modest Proposal for Just Two Target Date Fund Benchmarks
As in "safe" vs. "risky"—and Ron Surz recommends using them to focus exclusively on performance in the Risk Zone
Who Suffers the Most in an Investment Market Crash?
Ron Surz says the pain meter is highest in the retirement “Risk Zone” when both rich and poor suffer the most
Target Date Funds are Not Protecting Those Near Retirement
Ron Surz says most TDFs are too risky at their target date and that protection should be a requirement, but it’s not
The Great Debate: Target Date Funds vs. Managed Accounts
Ron Surz shares key points from this week’s Retireholics “Tall can Talks” debate about which is the better QDIA option
Coming Soon to a 401(k) Plan Near You: Personalized Target Date Accounts
Why to consider an emerging disruptive innovation that combines managed accounts with TDFs
Beware: Target Date Funds Ignore Sequence of Return Risk
Unlike in 2008, there could be lawsuits for ignoring it
Two Self-Evident Steps to Retire with Dignity
Some say fiduciaries don’t know or care about TDF risk. That will change
A New Door Has Opened in 401(k) Target Date Fund Lawsuits
The plaintiff’s bar is watching and will act in the next 2008-like debacle
Require Disclosure of 401(k) Target-Date Fund Risk Near Retirement
Fiduciaries should make a clear choice. Safe may be suitable for some, while risky is right for others
Out of Sequence: Why TDF Risk Near Retirement is a Bad Bet
'Sequence-of-returns cuts both ways'