Category Archives: Uncategorized

Younger workers don’t want to sweat investment decisions

A recent survey from J.P. Morgan reveals that workers under the age of 30 want their employer to make financial decisions about their retirement savings! According to the survey, 69 percent of this younger group identify themselves as “do-it-for-me” investors, compared with 56 percent of those over age 30. And a whopping 82 percent want their employer to actually make their investment decisions for them (versus 73% for those over age 30)! Read more »

Legislative Updates: First Quarter 2017


On April 4, 2017, the DOL issued a final rule delaying the Fiduciary Rule until June 9, 2017. The rule also delays transitional requirements of the Best Interest Contract Exemption and other prohibited transaction exemptions to June 9, 2017. This delay may provide some relief for institutions trying to meet the previous deadline of April 10, 2017. However, given the short length of the delay of only 60 days, institutions need to make a quick decision to finalize their compliance plans or delay their compliance efforts until the DOL releases its analysis. Read more »

Arnerich Massena Brings Giving Tree Gifts to Irvington Families

The Christmas tree in Arnerich Massena’s office had presents pouring out around it, but just for a short time; the multitude of packages was delivered to 18 families with 39 children in the Irvington neighborhood. This year’s Giving Tree brought necessities and a little joy to children who needed it this year. The winter weather postponed delivery temporarily, but the gifts have now made their way to their designated recipients. Read more »

Arnerich Massena Accepts “Innovations in Philanthropy” Award at Portland Business Journal Corporate Philanthropy Luncheon

Arnerich Massena representatives attended the Portland Business Journal’s Corporate Philanthropy Luncheon on Friday, October 14, where Tony and Christine accepted Arnerich Massena’s Innovations in Philanthropy award. The Corporate Philanthropy awards recognize businesses in the Portland community that are giving back, and it was fantastic to see the scope of the philanthropy recognized! Read more »

Welcome, Allison Grebe Lee!

Arnerich Massena is pleased to announce the recent hire of Allison Grebe Lee as business development officer and relationship manager, responsible for business development and client relations for the firm’s institutional advisory services.

As we welcome Allison to our team, we asked her to share a little bit about herself to help us (and you) get to know her: Read more »