Browsing Tag
Ron Surz
44 posts
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
Target Date Solutions Launches Software that Facilitates Personalized Target Date Accounts
PTDAs are customized to the individual’s risk preference and retirement date
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