March 8, 2017

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 »

March 7, 2017

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 »

March 3, 2017

What’s in a Name? Titling Assets in Estate Planning

When an asset is transferred via sale or at death, one of the critical (and often misunderstood) questions is, “how is the asset titled?” There are three general ways individuals hold assets: in their own name, via contract, and by operation of law. Analyzing the manner in which assets are held, and the implications of these ownership types, is a cornerstone of financial and estate planning for the transfer of assets to the next generation. Read more »

March 2, 2017

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 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 »

February 23, 2017

February 13, 2017

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 »

February 7, 2017

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 »

February 3, 2017

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 »

January 27, 2017

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 »

January 25, 2017