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Meet Ron Surz, President of Target Date Solutions

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Manage episode 288954806 series 2904480
Content provided by Traci Dority-Shanklin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Traci Dority-Shanklin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Is it right just because everybody is doing it? How much is too much?

Ron Surz, President of Target Date Solutions, has a long and distinguished career in institutional investment management and consulting. We asked Ron to participate in the Multi-Employer Benefit Fund Podcast to share his unique perspective on target date funds and the glide paths that various firms are using today. Ron’s research suggests that the amount of risk these portfolios are exposed to around the time participants are retiring (both before and after) should be of great concern to plan sponsors and participants. He provides compelling information to support his assertion and we think it deserves attention and discussion among trustees and their advisors.
You can also gain valuable insights and education about target date funds through the resources listed below.
Articles are available at:
https://targetdatesolutions.com/fiduciary-corner.html includes Ron's Metamorphosis book
https://targetdatesolutions.com/AgeSageHome.php https://info.glidepathwm.com/blog

Articles on investment manager due diligence are available at:
http://ppca-inc.com/WhitePapers/white_papers.htm
Books:
An Understanding & Selecting TDFs is available on request from me [email protected] or on Amazon at https://www.amazon.com/Fiduciary-Handbook-Understanding-Selecting-Target/dp/1633180115/ref=sr_1_1?keywords=surz&qid=1569251675&s=books&sr=1-1
Metamorphosis book is also available on Amazon at https://www.amazon.com/Remarkable-Metamorphosis-Target-Date-Funds/dp/6202314788/ref=sr_1_5?keywords=surz&qid=1569251821&s=books&sr=1-5

Support the show

Contact:
[email protected]
www.sisupartnersllc.com

  continue reading

54 episodes

Artwork
iconShare
 
Manage episode 288954806 series 2904480
Content provided by Traci Dority-Shanklin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Traci Dority-Shanklin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Is it right just because everybody is doing it? How much is too much?

Ron Surz, President of Target Date Solutions, has a long and distinguished career in institutional investment management and consulting. We asked Ron to participate in the Multi-Employer Benefit Fund Podcast to share his unique perspective on target date funds and the glide paths that various firms are using today. Ron’s research suggests that the amount of risk these portfolios are exposed to around the time participants are retiring (both before and after) should be of great concern to plan sponsors and participants. He provides compelling information to support his assertion and we think it deserves attention and discussion among trustees and their advisors.
You can also gain valuable insights and education about target date funds through the resources listed below.
Articles are available at:
https://targetdatesolutions.com/fiduciary-corner.html includes Ron's Metamorphosis book
https://targetdatesolutions.com/AgeSageHome.php https://info.glidepathwm.com/blog

Articles on investment manager due diligence are available at:
http://ppca-inc.com/WhitePapers/white_papers.htm
Books:
An Understanding & Selecting TDFs is available on request from me [email protected] or on Amazon at https://www.amazon.com/Fiduciary-Handbook-Understanding-Selecting-Target/dp/1633180115/ref=sr_1_1?keywords=surz&qid=1569251675&s=books&sr=1-1
Metamorphosis book is also available on Amazon at https://www.amazon.com/Remarkable-Metamorphosis-Target-Date-Funds/dp/6202314788/ref=sr_1_5?keywords=surz&qid=1569251821&s=books&sr=1-5

Support the show

Contact:
[email protected]
www.sisupartnersllc.com

  continue reading

54 episodes

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