About Us

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 ...

Ronald J. 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
Email: Ron@PPCA-Inc.com

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:

  • City of San Clemente Finance Committee
  • Investor/Consultant Subcommittee of the Global Investment Performance Standards (GIPS) Executive Committee, established by the CFA Institute
  • Investment Management Consultants Association® (IMCA®) Board of Directors
  • IMCA® Monitor (newsletter) Editorial Board
  • IMCA® Standards of Practice Board Chair
  • Cainsoft Advisory Board
  • FinanceWare.com Advisory Board
  • Association for Investment Management & Research (AIMR) After-Tax Subcommittee
  • Risk-Controlled Growth (RCG) fund-of-hedge-funds Investment Committee
  • Sortino Investment Advisors Advisory Board
  • Capital Market Consultants Advisory Board
  • President of the Southern California Chapter of IMCA®
  • Rockwater Hedge LLC Advisory Board

For additional information about Ron, see his profile on LinkedIn. You may also follow Ron on Howling Wolf (an organization dedicated to financial and investment literacy).

Get your copy of the
Fiduciary Handbook for Understanding and Selecting Target Date Funds
by clicking the book cover below.

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