Monthly Archives: April 2016

Arnerich Massena Sponsors the Rose Villa Foundation’s Evening in the Wild West

The Rose Villa Foundation will be hosting a “boot-scootin’ good time” at their 7th Annual Benefit, Evening in the Wild West, on Saturday, April 30. Held at the Oaks Park Pavilion, the event will include music, barbecue, and live and silent auctions. We are proud sponsors of the event, and look forward to putting on our boots and spurs for some Western-themed fun! Read more »

TEDx Portland was Tremendous

It was the 6th annual TEDxPortland event on April 9, 2016. A sold-out crowd filled the 3,000 seats at the Keller Auditorium, and another estimated 700,000 people watched the event stream live. As with past TEDxPortland events, this one — entitled “Wonderland” — was inspirational, informative, and fascinating. You can visit www.tedxportland.com for a full list of speakers and performers, but here are a few highlights. Read more »

Final Fiduciary Rule Released

After six years of working on how to embed protections for American retirement savers, the Department of Labor (DOL) has finally issued its long-awaited final fiduciary rule. Extensive public feedback from earlier drafts of the rule (nearly 400,000 comments and four days of public hearings) delayed its passage as they worked out some of the kinks and details. The new rule amends the definition of a fiduciary with the intent to reduce conflicts of interest by those who provide retirement investment advice. Last year, the Obama administration estimated that imposing a new fiduciary standard would save investors close to $40 billion over the next ten years. This rule may be the most significant update to retirement advice regulations since the passage of the Employee Retirement Income Security Act (ERISA) in 1975. Read more »

National Retirement Planning Week® is April 11 -15!

Proactive retirement planning is the key to financial freedom and a secure retirement. The National Retirement Planning Coalition, a group of education, consumer advocacy, and financial services organizations that joined together to increase retirement planning awareness, has announced that April 11-15 2016 is National Retirement Planning Week®! Whether you are a retirement plan sponsor or a plan participant, this is a great time to get organized. Below are some ideas for how to observe National Retirement Planning Week®: Read more »

Five Questions and Answers about New Social Security Claiming Rules

Social Security claiming strategies are about to get a little more complicated with the passage of the Bipartisan Budget Act of 2015. The Act closed a few loopholes that have created popular claiming strategies for couples: the “file and suspend” strategy and the “restricted application for a spousal benefit.” You may still be able to take advantage of these strategies, depending on your age. Changes to your Social Security filings must be completed by April 30, 2016. Read more »