Author Archives: Jillian Perkins

About Jillian Perkins

Communication Manager

Arnerich Massena Sponsors Seventh Annual TEDxPortland: Tickets on Sale Now!

“Portland is a prism of possibility – a creative community where people intersect and an unseen, radiant vision of opportunity is unlocked. Ideas are born, inspiration takes hold.”

TEDxPortland, now in its seventh consecutive year, presents “Spectrum, a celebratory gathering that honors the light in all of us.” Tickets are on sale now for the April 15 event at the Keller Auditorium. As with past years, the 2017 TEDx event promises to be exciting, fun, and full of ideas and inspiration. Even the titles of this year’s speakers are intriguing, like Emma Mcilroy, Wild Feminist; Thor Drake, Daredevil; and Luis Vargas, Explorer. Read more »

Department of Labor Proposes 60-Day Delay in Applicability of the Fiduciary Rule

At Arnerich Massena, we are proud that we have always been ahead of the curve on this issue, acknowledging fiduciary status since our inception and offering independent, unbiased advice to retirement plans. We will continue to acknowledge our fiduciary status and work in the best interest of plan participants.download movie The 5th Wave

The Department of Labor’s (DOL) fiduciary rule was set to go into effect on April 10, 2017, but it looks like that may be delayed. Following the Presidential Memorandum issued on February 3, the DOL has now proposed a 60-day extension of applicability to the rule to allow the organization time to complete the requested analysis. This would push the effective date to June 9, 2017, welcome news for financial services companies struggling to meet all of the requirements of the new regulations by April 10. Read more »

Arnerich Massena Earns Certification of NIST Compliance for Data Security

Arnerich Massena has recently been awarded with an Attestation of Competency (certification) of NIST compliance, a status indicating that the firm meets the highest standards of data and technology security. The requirements for NIST certification are extremely stringent, and we are proud to be able to showcase the security work that our technology team has done.

David Vaughan, the firm’s director of technology, answers a few questions below about what NIST certification is and what it means for our clients. Read more »

Presidential Memorandum Issued on the Department of Labor Fiduciary Rule

At Arnerich Massena, we are proud that we have always been ahead of the curve on this issue, acknowledging fiduciary status and offering independent, unbiased advice to retirement plans.

The Department of Labor’s fiduciary rule, finalized in April of 2016, was set to go into effect in April 2017, with some regulations effective January 1, 2018. But a Presidential Memorandum issued on February 3, 2017 may delay or even halt the regulation. The memorandum directs the Department of Labor to conduct a comprehensive analysis of the impact of the rule. If the “updated economic and legal analysis” determines that the rule is likely to harm investors or adversely affect Americans’ ability to gain access to financial advice, the DOL is instructed to publish for notice and comment a proposed rule rescinding or revising the fiduciary rule. The memorandum does not explicitly order a delay in the rule’s implementation, but it’s very possible that the review and analysis may require a delay. Read more »

Consultant Ryan Cunningham Discusses the Investment Line-up of the Future in a Video Interview with PlanSponsor Magazine

What are some of the key issues and trends retirement plan sponsors should consider when crafting the investment line-up of the future? If you haven’t had a chance to view it yet, take a few minutes to view this short video interview, in which Arnerich Massena consultant Ryan Cunningham, CAIA, discusses the answer to this question with Alison Cooke-Mintzer, editor of PlanSponsor Magazine. Read more »

Arnerich Massena Employees Join the American Lung Association Fight for Air Climb

The American Lung Association hosted its Fight for Air Climb Portland on January 22, 2017. The event helps to raise awareness for the millions of Americans who suffer from lung disease and to fundraise for the cause. Participants hiked up the stairs of the U.S. Bancorp Tower, all 40 flights, some people as many as five times! Arnerich Massena employees Deana Sweeney and Dann Horowitz joined the “vertical foot race.” Read more »

The Portland Business Journal Spotlights Arnerich Massena’s Management Buyout

“Financial maverick negotiates a final exit” said the print headline of The Portland Business Journal’s coverage of Arnerich Massena’s recent transition to 100% employee ownership. In the article, author Matt Kish details the deal that will make it possible for Arnerich Massena to continue to serve its clients with the same philosophy and integrity that has characterized the firm since its founding by Tony Arnerich in 1991. Read more »

Arnerich Massena CEO Dave Nute Profiled in Oregon Business Magazine

Arnerich Massena’s Dave Nute offers his secrets to Oregon Business Magazine readers! In January’s Powerbook issue, the magazine features a Power Profile of Nute, in which he discusses his business role model, what he’s reading and watching, what he loves about his work, and offers advice for young people in the industry. What a perfect opportunity to learn more about Arnerich Massena’s newly named CEO! Read more »

Arnerich Massena’s I AM Learning Partnership Partners with Oregon Children’s Theatre to Bring Public Speaking Skills to Students

Arnerich Massena’s I AM Learning Partnership students are participating in Loud & Clear, a speech preparation class developed and presented by the Oregon Children’s Theatre (OCT) to provide area school children with a fun and meaningful way to learn public speaking tricks and tools. The I AM Learning Partnership has partnered with OCT to provide the class at Irvington Elementary School. Because public speaking is required for Portland Public School third graders as part of common core standards, this was a terrific opportunity to help them achieve this standard. Read more »