Referral Program
Earn substantial bonuses and grow your network with flexible, ongoing opportunities for each successful referral.
Join Our Partner Network
Grow your business while helping your clients save more.
Our Partnership Program is designed for professionals who serve business owners — accountants, bookkeepers, payroll providers, insurance advisors, and beyond. By partnering with PlanForge Consulting, you can expand your service offering, strengthen client relationships, and create new revenue opportunities.
We don’t just help your clients save thousands through smart retirement strategies — we reward our partners, too. As part of our program, you’ll earn a percentage of the ongoing administrative revenue from the plans you refer, creating a recurring income stream for your business.
Expand & Differentiate Your Services
Position yourself as more than a provider — become a trusted advisor by adding advanced retirement solutions to your portfolio.
Simplify 401(k) Management
Leverage PlanForge’s streamlined platform to reduce administrative burdens, saving you and your clients valuable time.
Earn Ongoing Revenue Share
Partners receive a percentage of the administrative revenue generated from their referrals — creating a new, recurring income stream alongside your core business.
Deliver Competitive Benefits
Help your clients attract and retain top talent with tax-efficient retirement solutions that improve employee satisfaction and loyalty.
Get in Touch
Contact Planforge Consulting
We’re here to help small business owners implement cost-effective 401(k) plans. Schedule a free consultation or submit 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.
Refer a Business. Earn $250–$500.
3-minute form. No documents required. We’ll review the opportunity and update you by email.
Trouble viewing the form? Open it in a new tab or email nick@planforge401k.com.