Partner with Us for Growth

Join our network to expand your reach, share in administrative profits, and help small businesses maximize their retirement benefits.
Start a Partnership

Unlock Mutual Growth with PlanForge Consulting

Partner with PlanForge Consulting and expand your reach while delivering exceptional value to your clients. We collaborate with CPAs, bookkeepers, HR firms, payroll providers, group benefit companies, and insurance firms to provide comprehensive 401(k) solutions that benefit everyone.

Maximize Tax Savings

Help your clients leverage 401(k) strategies to achieve significant tax savings and financial security.

Win-Win Relationships

Benefit from a steady stream of referrals as we connect you with business owners seeking expert financial guidance.

Profit-Sharing Opportunities

Share in the administrative fees as your book of business grows, creating a lucrative and sustainable partnership.

Ready to Grow Together?

Join our network of trusted partners and empower business owners to achieve their financial goals. Let's build a mutually beneficial relationship that drives success for everyone.
Join Our Network
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 call us at 214-908-2310. We're happy to assist you.