Articles

• Best and Worst Performing Target Date Funds in 2011, January 15, 2012.
• Benchmarking Target Date Funds: Two Simple Choices for Fiduciaries, December 7, 2011.
• Sample Sales Pitch, November 21, 2011.
• Occupy Target Date Street, November 17, 2011.
• Promise Her Anything, but Give Her Arpège, October 29, 2011.
• A Mind Trick That Isn’t Fooling Anybody, October 17, 2011.
• Fiduciary Alert: October 2011, October 4, 2011.
• Surveys Say Target Date Funds Are Losing Their Allure. What Should Fiduciaries Do?, August 2011.
• The Risks and Rewards of Target Date Funds: Fiduciaries and Participants Are Taking Most of the Risks while Fund Providers Enjoy Most of the Rewards, June 2011.
• Presentation on De-Risking at fi360 Conference, May 4-6, 2011.
• Where There's SPARKs There's Fire by Ron Surz, January 2011.
• Target Date Solutions' Investment Policy Statement, November 2010.
• Target Date Fund Risk and Brad Pitt by Ron Surz, November 2010.
• What are the objectives of target date funds? What should they be? Who decides? Who cares? by Ron Surz, September 2010.
• The Unfortunate Obfuscation of "TO" Target Date Funds. What Does "TO" Mean? by Ron Surz, September 2010.
• What's In A Name? by Ron Surz, NAPFA Advisor, August 2010.
• The Hemlock Fund by Ron Surz, August 18, 2010.
• Defending Lifestyles: What Fiduciaries Should Know by Ron Surz, May 27, 2010.
• The Hidden Risk in Target Date Funds by Ron Surz, Advisor Perspectives, April 27, 2010.
• Target-Date Fix by Ron Surz, Financial Planning, February 2010.
• Measuring the Risks and Rewards of Target Date Funds by Ron Surz, Investments & Wealth Monitor, January/February 2010.
• "Target" Retirement Funds in SEC's Crosshairs. Andrea Coombes of MarketWatch interviews Ron Surz on effectiveness of new rules, November 4, 2009.
• Viewpoint: Target-Date Hearings — Of Skateboards and Hills by Ron Surz, June 22, 2009.
• The Good, the Bad and the Ugly of Target Date Funds by Ron Surz, March 17, 2008.
• The Three Stages of Individual Investing Are Like a Journey into Space by Craig Israelsen and Ron Surz, June 2009.
• The Target Date Emperor Has No Clothes by Ron Surz, March 2009.
• Evaluating Target Date Lifecycle Funds by Ron Surz and Craig Israelsen, published in The Journal of Performance Measurement, Winter 2007/2008.
• The Target Date Hate Debate: Placebo or Panacea by Ron Surz, September 4, 2008.
• Letter to the Editor of The Wall Street Journal by Ron Surz, February 29, 2008.
• An Up Close Look at Target Date Lifecycle Funds by Ron Surz, February 19, 2008.
• Finding the Sharpshooters of Target Date Lifecycle Funds by Ron Surz, December 3, 2007.
• Pedaling Lifecycle Funds: Balancing the Uphill Climb to Riches with the Downhill Need to Keep Them by Ron Surz, September 2007.