Monthly Archives: August 2013

Pacific University’s Legends 2013 is Legendary

Pacific University’s Legends 2013 gala, auction, and concert has become an annual tradition. August 25th marked the seventh year the fundraiser was hosted by Tommy Thayer, lead guitarist of legendary rock band KISS. As sponsors of the event, Arnerich Massena advisors Chris Van Dyke and Ryland Moore were able to attend this extraordinary concert. Read more »

“Tony’s Cheese” is now “Tony’s Award-Winning Cheese!”

If you know Tony Arnerich, you know that he lives a double-life: investment advisor during the week, cheese-monger on the weekends. Tony is passionate about the Ancient Heritage Dairy, a small, family-owned company in Madras, Oregon, in which he has invested so that he can help bring their exquisite artisan cheese to the world. This August, two of the dairy’s cheeses won top spots in the leading competition of American-made cheeses, a wonderful recognition of what Tony’s known for a long time.

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Disclosure Deadline Delayed by DOL

The Department of Labor’s (DOL) Employee Benefit Security Administration (EBSA) issued Field Assistance Bulletin No. 2013-02 on July 22, 2013, giving plan sponsors and administrators a little extra time to comply with the deadline for delivery of certain annual participant fee disclosures. The existing fee disclosure regulations required plans to supply participants and beneficiaries with a comparative chart of investment alternatives containing certain plan, expense, and investment-related information, due for the first time no later than August 30, 2012 and then “at least annually thereafter.”

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Arnerich Massena Advisors Vincent Galindo and Jake O’Shaughnessy Presenting at NAGDCA’s 2013 Annual Conference

Championing Your Retirement! is the theme of this year’s NAGDCA (National Association of Government Defined Contribution Administrators, Inc.) Annual Conference. Hosted in Louisville, Kentucky this year, the conference dedicated to public sector plan sponsors will take place from September 7 through September 11, 2013. Arnerich Massena advisors Jake O’Shaughnessy and Vincent Galindo, both experts in the government deferred compensation retirement plan space, will be presenting on panels at the conference.

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