Planforge 401k

Planforge Consulting LLC

About this app

PlanForge 401k gives employees instant, secure access to their employer-sponsored 401(k) plan.
With PlanForge, you can:

View your personalized 401(k) dashboard with contribution details and plan information
Sign deferral election and beneficiary designation forms electronically with built-in e-signature
Set up auto-escalation to automatically increase your savings rate over time
Complete a risk questionnaire for personalized investment recommendations from a licensed advisor
Track enrollment deadlines and stay on top of important plan milestones

Security is built in. PlanForge uses passwordless magic link authentication and phone verification, so there are no passwords to remember or reset.
PlanForge Consulting helps small businesses (15-75 employees) implement net-zero cost 401(k) plans using SECURE Act 2.0 tax credits. Referral partners and financial advisors can access their own dedicated portal at partners.planforge401k.com.

Questions? Visit planforge401k.com or email [e-mail].

What’s new

Turn on notifications now opens your phone's notification settings directly, and the Get set up reminder clears as soon as your device is registered.