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Customer Success: Linkage Systems Corporation

Going off to be an entrepreneur and risk today’s paycheck is one thing, but to risk my retirement was something else entirely. I needed a 401(k).”

— John Arnold, Owner

Challenge

  • Begin re-investing in retirement
  • Find an inexpensive 401(k) plan and an automated payroll service for a 1-person company
  • Easily support fluctuating investment levels
  • Low-maintenance solution was critical — no time to waste on administration tasks

Solution

  • Selected ShareBuilder's PLAN4ONE 401(k) combined with PLANPAYROLL automated payroll service
  • Tightly integrated solution made for quick, easy setup
  • John's account manager, Kathy, was his single-point-of-contact throughout the implementation process

Result

  • 401(k) payments are automatically deducted from payroll and invested per John’s instructions
  • After paying the small setup fee, John’s total ongoing fees are only $59/month for both his 401(k) and payroll plan
  • 401(k) plan takes just minutes to manage per month, regardless of John’s location
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Linkage Systems’ flagship product, blast™, gives the brand owner an unprecedented and cost-effective ability to link the brand directly to the local advertising of its dealers or franchisees. Owner John Arnold, who has bootstrapped the company since 2001, saw his investment was starting to pay dividends and he knew it was time for a 401(k).

The combination of ShareBuilder’s payroll and 401(k) solutions was a perfect fit for my situation as a solo entrepreneur.”

“On any given day I might work from home, a client’s site, or a local café. Web-based access means I can manage my PLAN4ONE whenever it’s convenient for me.”

— John Arnold, Owner
Owner-operated businesses can shelter up to $44K a year with a 401(k) — a higher savings limit than IRA-based retirement plans.
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