Partner Referral Program
Refer small businesses to PlanForge Consulting and earn up to 20% revenue share on every closed deal. You send the referral. We handle the rest.
How It Works
Send a Referral
Email us the business details. Takes 30 seconds.
We Handle It
PlanForge manages outreach, discovery, and plan design.
Stay in the Loop
Get automatic notifications as referrals move through the pipeline, and log in anytime to track progress.
Get Paid
Earn your revenue share when the plan is implemented.
Opens your email with a pre-filled template. Just add the details and hit send.
Partner Revenue Calculator
See How Much Your Referrals Are Worth
Use our calculator to estimate your earnings based on plan size and your revenue share tier.
TRY THE CALCULATORWho Should You Refer?
Small businesses with 15 to 75 W-2 employees looking to start or improve a 401(k) plan. Business owners who want to maximize their own retirement contributions while minimizing costs for the company.
Have a referral you want to discuss first?
BOOK A QUICK CHAT