Partner revenue calculator
See what referring 401(k) plans could mean for your practice
Nick Moore, CFP®
Founder, PlanForge Consulting
Optimized Plan Design +66% Revenue
What’s optimized? Cross-testing and age-weighted designs send more tax-deductible money to the owners when the plan qualifies. How much more depends on the owners and the team. The 66% bump is an illustration, and real fees depend on the design and testing.
Know others who would make great partners?
Illustrative rate only. Actual eligibility is confirmed under partner terms.
Your Year One Earnings
$2,900
Your referrals $2,900 + Your network $0
Over three years
$14,150
Your referrals $14,150 + Your network $0
You earn a revenue share for up to three years on every plan that goes live.
Tax credits your clients could claim
$375,000
Up to $125,000 per plan over 5 years via SECURE Act 2.0
Referral bonus
Earn $250 for your first qualified referral that implements a PlanForge 401(k), and $500 for every referral after that. Register the introduction up front so it is credited to you when the plan implements.
Revenue share (up to three years, paid every 3 months)
What your clients could claim
Each client can access up to $125,000 in SECURE Act 2.0 tax credits over 5 years. Net-zero cost 401(k) plans that make you look like a hero.
Revenue share tiers
Bronze 5%: 1 to 2 plans a year
Silver 10%: 3 to 5 plans a year
Gold 15%: 6 to 9 plans a year
Platinum 20%: 10+ plans a year
Interested in becoming a PlanForge partner?
Earn a share of plan revenue while helping your clients keep more of their money. Let’s talk.
Start the conversation
Want us to send you these numbers?
This calculator provides preliminary estimates for illustrative purposes only. Actual revenue share amounts will vary based on plan size, employee count, and partnership tier. Revenue share is paid every 3 months from plan administrative fees (never from plan assets) for up to 12 payments per plan; tiers re-rate every 3 months based on implemented plans in a rolling 12 months. Please contact PlanForge for full partnership terms and details.
