Partner with Us for Growth
Unlock Mutual Growth with PlanForge Consulting
Partner with PlanForge Consulting to expand your reach while delivering exceptional value to your clients.
We collaborate with CPAs, bookkeepers, HR firms, payroll providers, group benefits advisors, and insurance agencies to provide end-to-end 401(k) solutions that benefit everyone
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 — creating 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.
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.
