Ron Surz is no fan of the target date fund landscape.
Surz, RIA, former rocket scientist and one-time senior vice president at pension consultant A.G. Becker, thinks the lion's share of TDF options carry far too much equity risk at the end of glide paths, and charge 401(k) plan participants far too much in fees.
These days, he's the president of Target Date Solutions, an Orange County-based consultancy that has patented a target date allocation model, branded as Safe Landing Glide Path.
Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.
Your access to unlimited BenefitsPRO content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
Already have an account? Sign In Now
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.