Includes Evaluation Software. Soteria is the goddess of deliverance from hurt.
Our pioneering innovation equips recordkeepers with software program that revolutionizes 401(okay) investing for each defaulted and self-directed individuals”
— Ronald Surz
SAN CLEMENTE, CA, US, January 24, 2023 /EINPresswire.com/ — Ronald Surz, President of Target Date Solutions, proclaims the release of Soteria software program that facilitates customized goal date accounts by mixing patented safe-landing goal date glidepaths with the personalization of managed accounts. Target date funds (TDFs) are the preferred Qualified Default Investment Alternative (QDIA). Managed accounts (MAs) are the second hottest.
Both TDFs and MAs endure recognized shortcomings that Soteria overcomes through the use of the very best in each whereas eliminating their deficiencies. See how in this introduction and attend our February 15 webinar at midday EST.
“Our pioneering innovation equips recordkeepers with software that revolutionizes 401(k) investing for both defaulted and self-directed participants” says Ronald Surz.
Benefits embody:
• Unlike different QDIAs, Soteria manages Sequence of Return Risk.
• Cost is beneath 20 bps, considerably lower than half Managed Account charges.
• Self-directed individuals simply handle their threat.
• Uses a patented design with a confirmed 16-year observe file. .
About the developer. Ronald Surz is a extremely regarded monetary marketing consultant who has advised $trillions in pension property throughout his 50 year profession. He is a prolific author and speak show co-host. Ron earned an MS in Applied Mathematics from the University of Illinois and an MBA in Finance from the University of Chicago
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