401(k) Education Hub for Small Business Owners
Welcome to the PlanForge Education Hub. Here you will find everything you need to understand how a 401(k) plan works and how it can save your small business real money.
A well-designed retirement plan does more than check a box for your employees. It reduces your tax bill, helps you attract and keep good people, and puts money into your own retirement account. With SECURE Act 2.0 tax credits, most small businesses can get all of this at a net-zero cost.
Whether you are just starting out or want to improve an existing plan, these guides will help. We cover tax credits, cross-tested plan design, compliance basics, and the specific strategies that make PlanForge plans work so well for companies with 15 to 75 employees.
Featured Resources
Our guides are written specifically for small business owners who do not have time to wade through technical jargon. Topics include how SECURE Act 2.0 credits work, what cross-testing actually means, how to compare plan providers, and what to look for when reviewing your current 401(k). Each guide is practical, direct, and built around what business owners actually ask us.
Browse the latest articles below, or run a free savings illustration to see how much your business could save today.
The Net-Zero Cost 401(k): A Game Changer for Small Businesses
Learn how Planforge Consulting can help small businesses implement 401(k) plans at or near net-zero
Employee Retention: How a 401(k) Plan Can Boost Your Team
Discover how a well-designed 401(k) plan can significantly improve employee satisfaction and retention in your
Unlocking Tax Savings with SECURE Act 2.0 for Your Small Business 401(k)
Learn how Planforge Consulting can help your small business maximize tax credits and deductions under
Stay Ahead with Expert Retirement Strategies
Sign up for our free newsletter to stay on top of retirement plan changes. Each month, we share tips on tax credits, plan design, and industry news. You will always know the best ways to cut costs and take care of your team.
Get in Touch
Contact Planforge Consulting
We’re here to help small business owners build cost-effective 401(k) plans. Schedule a free consultation or submit your last year’s W-2s for a custom quote today.
Schedule a Free Consultation
Discover how much you could save on your retirement plan. Schedule your free consultation now or call us at 214-908-2310.
Submit W-2s or Questionnaire
Upload your last year's W‑2s or fill out our Owner questionnaire to receive a personalized illustration of your potential savings.
Reach Out Directly
Have questions or interested in partnership opportunities? Contact us by email at Partnerships@PlanForge401k.com or complete our 3-minute Partnership Form. We're happy to assist you.
