Category Archives: Firm updates

Arnerich Massena Publishes New White Paper – Retirement Plan Best Practices: Plan Design

Arnerich Massena is pleased to announce the publication of a new white paper, Retirement Plan Best Practices: Plan Design. This paper is the second of a five-part series outlining retirement plan best practices; the series began with plan governance and will also cover investment menu construction, plan monitoring, and participant education. In Plan Design, we examine the factors that plan sponsors should consider as fiduciaries when making decisions about plan design, looking at how other plans handle different options and identifying some best practices. Read more »

Arnerich Massena’s Glen Goland Speaking at The Portland Business Journal’s Family Caregiver Summit

Glen Goland, JD, CFP®, senior wealth strategist, will bring his estate planning expertise to The Portland Business Journal’s upcoming Family Caregiver Summit. This event serves as a resource for caregivers taking care of aging parents. One of the most critical aspects of caregiving is navigating finances and creating a well-constructed estate plan. Glen will join Megan Hewitt from the Attorney General’s Office for the panel “Navigating Care & Finance for the Aging Parent,” a discussion about how to protect your estate and prepare your investments. Read more »

“Bringing Your Company’s Retirement Plan Into the Future”: Oregon Business Magazine Features Arnerich Massena’s Institutional Team

How do employers prepare for the future as they try to help employees save for their own futures? Arnerich Massena’s institutional team helps answer a few questions and provide guidance to retirement plan sponsors in the March issue of Oregon Business Magazine. With this issue highlighting Oregon’s 100 Best Companies to Work For, it’s a perfect opportunity to provide those companies with some advice on their retirement plans. Read more »

Arnerich Massena Attends Classic Wines Auction

The 33rd Annual Classic Wines Auction was held on March 4th at the Oregon Convention Center. The event, which featured a tasting reception, dinner, and silent auction, raised funds for five non-profit partners. Recipients of this year’s fundraising included Metropolitan Family Service, New Avenues for Youth, Friends of the Children, YWCA Clark County, and the Unity Center for Behavioral Health. Read more »

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 »

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 »

Arnerich Massena’s Ryland Moore Attends the Winter Innovation Summit 2017

“More than ever, solving challenging issues requires honest and active collaboration,” states the welcome letter of the Winter Innovation Summit, sponsored by the Sorenson Impact Center and attended this year by Ryland Moore, director of business development. This event focuses on how the public, nonprofit, and private sectors can effect change together. Attended by thought leaders and policymakers from corporations, nonprofits, and academia, the event features discussions on topics ranging from criminal justice reform to the environment. 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 »