by saratyler | Dec 8, 2016 | Blog
It was a beautiful, sunny day Saturday, September 10th at Old Orchard Beach, Maine. My two children, Lena (16), and Nolan (14), and me, along with Axiom associate, Stuart Bronson, and 3 riders from our valued vendors were part of the international team of Team Axiom...
by saratyler | Dec 8, 2016 | 401(k) Shield
An attorney friend of mine often repeated the story of the lawyer who saw an auto accident. He said, “I saw the whole thing! I can represent either side!” In the past year or so upwards of $60 Million have been paid in settlements from retirement plans after the...
by saratyler | Oct 11, 2016 | Blog, Newsletters
Congratulations to Bill Cummings on coordinating Team Axiom for the New England Parkinson’s Ride. Team Axiom had 17 virtual riders in Switzerland on September 10 and 5 riders in Maine. We raised over $7,940 for Parkinson’s research to date. It is not to...
by saratyler | Oct 7, 2016 | 401(k) Shield
In the alphabet soup of retirement plans, one set of letters a trustee should know is QDIA. The Qualified Default Investment Account is the investment designated by the plan for those participants who do not select an option for their deferrals or deposits. These...
by saratyler | Aug 26, 2016 | 401(k) Shield
Did you ever notice that when a state trooper has someone pulled over with lights flashing that everyone slows down? Are we all guilty, or is it just that we realize that in today’s complex world that the person at the side of the road looking sadly into his...