Terms and Conditions

Planforge Consulting Terms and Conditions

Effective Date: October 26, 2023

These Terms and Conditions govern your use of the Planforge Consulting website and services. By accessing or using our website or services, you agree to be bound by these terms.

1. Acceptance of Terms

By using this website, you signify your agreement to these terms and conditions. If you do not agree to these terms, please do not use this website.

2. Services Provided

Planforge Consulting provides consulting services related to 401(k) retirement plans for small businesses. Our services include, but are not limited to, plan design, implementation, and ongoing support.

3. Accuracy of Information

While we strive to provide accurate and up-to-date information, Planforge Consulting does not guarantee the accuracy or completeness of any information on this website. You should consult with qualified professionals for personalized financial advice.

4. Limitation of Liability

Planforge Consulting shall not be liable for any damages arising from the use of or reliance on the information provided on this website. Our liability is limited to the extent permitted by law.

5. Governing Law

These Terms and Conditions shall be governed by and construed in accordance with the laws of the State of [State Name].

6. Changes to Terms

Planforge Consulting reserves the right to modify these Terms and Conditions at any time. Updated terms will be posted on this page.

7. Contact Us

If you have any questions or concerns regarding these Terms and Conditions, please contact us at [Phone Number] or [Email Address].

8. Entire Agreement

These Terms and Conditions constitute the entire agreement between you and Planforge Consulting regarding your use of this website and services, superseding any prior agreements or understandings.

9. Indemnification

You agree to indemnify and hold harmless Planforge Consulting, its officers, directors, employees, and agents from any claims, liabilities, damages, losses, or expenses arising out of your use of this website or services, including but not limited to claims based on negligence, breach of contract, or intellectual property infringement.

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 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.