
Maximize Tax Credits
Unlock up to $265, 000 in tax credits for your small business by implementing a 401(k) plan now. Don't miss out!

Reward Your Employees
Attract and retain top talent by offering a competitive 401(k) plan. Show your employees you care about their future.
Client Success Stories
See how small businesses have saved costs and increased profits with our tailored retirement plans.
We helped this business cut their 401(k) costs by over 91%! With our custom profit-sharing strategy, they reduced their total cost to just $1,631—compared to nearly $20,000 with a typical plan. If you have 15–75 employees, we’ll show you how much you can save too—with a free, no-obligation cost analysis.
We helped this business transform their 401(k) into a net gain instead of a cost. With our custom strategy, they saved over $11,000—reducing expenses by 102% compared to a typical plan. Real savings. Real results. Real strategy.
From $44,759 in profit‑sharing down to just $1,170 out‑of‑pocket. With tax credits, deductions, forfeitures, and the owner’s retained share, this business cut costs by 94.7% — saving $21,135 compared to the typical plan.
24 employees. $18,554 in contributions. $11,220 in SECURE Act tax credits. $2,714 in deductions. $3,876 retained by the owner. Net cost to the business? Just $744.85.
This 12‑employee business turned a $12,675 profit‑sharing plan into a net gain. After SECURE Act 2.0 credits, deductions, and the owner’s retained share, their net cost came out to –$142.50. Instead of paying more to the IRS, they reinvested tax dollars into their team — and even put money back in the owner’s pocket.
This business turned a $31,500 401(k) expense into a net gain! With $28,000 in SECURE Act 2.0 tax credits, deductions, and owner’s retained share, their net cost came out to –$330.48. Instead of paying more to the IRS, they invested those dollars back into their team.
Ready to Grow Your Retirement Plan?
Discover how we can create a custom 401(k) illustration at no charge. Send us last year's W-2s or fill out our quick questionnaire today.
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 Partnerships@PlanForge401k.com or call us at 214-908-2310. We're happy to assist you.