Target Date Solutions is a division of PPCA Inc. Please visit our parent company at www.ppca-inc.com. Founded in 1992, PPCA reveals the truth to those brave enough to look. We are building a tribe of like-minded people who share our vision for change (see http://www.ted.com/talks/seth_godin_on_the_tribes_we_lead.html ).
PPCA provides services in investment manager due diligence and investment program design, including target date funds and Surz Style Pure® Indexes.
Our founder is Ron Surz ...
President, Target Date Solutions
President & CEO, PPCA Inc.
CFO, Paladin Financial Technology
CFO, Target Date Fund Builder
CFO, Sortino Investment Analytics
900 Calle Venezia, San Clemente, CA 92672
Phone: (949) 488-8339
Ronald J. Surz is president of PPCA Inc. and its division, 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.
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 book is Fiduciary Handbook for Understanding and Selecting Target Date Funds: It's All About the Beneficiaries. Ron has served as a member of the following boards and councils:
Interactive tool that shows our current asset allocation. You pick any target date
Patented SLGP can be private labeled
Graphic includes descriptions of the components of the patented SLGP
Offered by Hand Benefits and Trust
Elephant in Room 401(k)
Patent Awarded 01/08/2013