Arnerich Massena’s Jake O’Shaughnessy to Speak at P&I's West Coast Conference

PORTLAND, Ore. - Oct. 21, 2013 - PRLog -- PORTLAND, Ore., Oct. 21, 2013—Arnerich Massena (http://www.arnerichmassena.com/), Inc., an independent investment advisory firm specializing in retirement plan advisory services and forward-thinking investment strategies, announced today that advisor Jacob O’Shaughnessy, CFA, will speak at Pensions & Investments’West Coast Defined Contribution Conference,  held Oct. 27-29 in San Francisco, California. O’Shaughnessy will add his expertise and moderate a panel to discuss “Optimizing Your Fund Lineup,” on Oct. 28.

The weekend conference will offer industry presentations, workshops, and panel discussions designed to share new ideas and practical information on effective investment lineups for public defined contribution (DC) plans.

Conference workshops include:

·         Navigating global economic realities to build retirement security

·         Plan design outside the box: How plan design improves participant savings and investment success

·         Capital preservation: Up-to-the-minute information on stable value and money market options

·         How to get participants the advice they need

·         Optimizing your fund lineup

Panel discussions include:

·         Addressing participants’ behavioral biases

·         Is less really more when it comes to the number of fund options? Should you streamline your lineup?

·         Something for everyone – how do you meet the needs of both your aggressive and conservative investors?

·         How should participant fee disclosure impact your fund design?

·         Could fees drive plans to adopt ETFs in their plan lineup? What are some of the pros and cons of adding ETFs to an investment line up?

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About Arnerich Massena

Founded in 1991, Arnerich Massena is a Portland-based independent investment advisory firm servicing corporations, institutions, state and local governments, charitable organizations, trusts and estates, corporate pension and profit sharing plans, and private clients. More information is available at www.arnerichmassena.com.