Referral Program

Earn substantial bonuses and grow your network with flexible, ongoing opportunities for each successful referral.
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Expand Your Service Offering
Offer comprehensive retirement solutions to your clients, enhancing your value proposition and strengthening client relationships with Planforge.
Streamline Plan Administration
Simplify 401(k) management with Planforge's user-friendly platform, saving time and resources for your bookkeeping clients.
Boost Client Retention
Provide a valuable benefit that helps retain clients and attract new ones, solidifying your position as a trusted advisor with Planforge.
Enhance Employee Satisfaction
Offer competitive retirement benefits that attract and retain top talent, improving employee morale and productivity with Planforge.

Join Our Partner Network

Are you a professional with business owner clients? Discover how partnering with us can help your clients save more and add value to your services.

Become a Partner
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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.