Your clients win first. You get paid for making the connection.
Your clients win first. You get paid for making the connection.
We’re not asking you to sell anything.
Think of the clients in your book with 10 to 75 employees and no 401(k). You already know who they are, and you’ve seen their tax bill. You make the introduction, we run the illustration, design the plan, handle compliance, and onboard their team.
Four income streams that stack. Every referral tracked in your own portal login. Nothing to join.
The partner program · For CPAs, agents, and connectors
3 John 1:2
Refer a client. Get paid. Look like a hero.
Your business-owner clients are leaving SECURE 2.0 tax credits unclaimed. Bring them a 401(k) that can pay for itself, and get paid for the introduction. You make it, we do everything else.
Why it is an easy sale
$1,000
per employee, per year, for 5 years in tax credits for your client, plus up to $15,000 covering startup costs. Dollar for dollar, not deductions.
What the owner sees
−$13,816
net plan cost for a real 44-employee Texas business under our optimized design. Saves $57,104 vs a typical 3% safe harbor. Live at planforge401k.com/tnt-ref
Your 30-second job
10 to 75
W-2 employees, with no 401(k) or one worth moving. Rollovers qualify the same as new plans. Make the introduction. We do the rest.
Four ways you earn, paid quarterly by direct deposit
$250–500referral bonus per plan: $250 for your first, $500 for every one after
5–20%of plan revenue, quarterly, for 3 years per plan. Tier floats with your rolling 12-month production
+66%higher plan fees on optimized cross-tested designs, so your share rises when the client keeps more
2.5–7.5%override on plans from partners you recruit, rated by your service quality
All from administrative fees, never from assets under management. A steady partner referring 5 plans a year books around $10,750 a year by year three. Top partners clear $45,000.
Plus: get discovered while you sleep
Active partners are listed in the directory inside the PlanForge app, searchable by specialty and location. Participants across all our plans can find you, book you, and become your clients. Track every referral in your own portal at partners.planforge401k.com
