Partner with Us for Growth

Expand your reach, earn shared administrative revenue, and deliver real retirement savings for the small businesses you serve.

See How It Works

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401(k) Partner Program for CPAs, Brokers and Advisors

Partner with PlanForge to help your clients save money on retirement plans. We work with CPAs, bookkeepers, HR firms, payroll providers, benefits advisors, and other professionals.

Our referral program is easy. You connect us with a small business owner, and we take it from there. In return, you earn ongoing income from every client you refer.

Your clients also win. They get access to 401(k) plans that cost little to nothing, thanks to SECURE Act 2.0 tax credits. That makes you the one who found them a better deal.

Maximize Tax Savings

Empower your clients with 401(k) strategies that unlock substantial tax credits and long‑term financial security.

Win-Win Relationships

Build lasting partnerships through a steady stream of client referrals, enhancing your role as a trusted advisor.

Profit-Sharing Opportunities

Earn a share of administrative revenue as your referrals grow. This creates a new income stream that is sustainable and scalable.

Ready to Grow Together?

Join our network of trusted partners and turn your expertise into measurable impact. Together, we’ll help business owners achieve their financial goals while you grow your practice through shared revenue opportunities.

Already a partner? View your referral pipeline

Refer a Client

Get in Touch

Contact Planforge Consulting

We’re here to help partners grow their practice with net-zero cost 401(k) referrals. Schedule a partnership call or refer a client to get started today.

Schedule a Partnership Call

Learn how partnering with PlanForge can create a new revenue stream for your practice. Book a 25-minute partnership call or reach us at 214-908-2310.

Refer a Client

Have a client who could benefit from a net-zero cost 401(k)? Send them our Ownership Questionnaire or Owner Calculator. We handle everything from there.

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.