Great app
Nick is the best! Thank you for being awesome!!
Free
About
Access your employer-sponsored 401(k) plan securely and instantly. View your dashboard, sign forms electronically, set up auto-escalation, and receive personalized investment recommendations. Track deadlines and plan milestones with ease.
✓Personalized 401(k) dashboard
✓Electronic form signing
✓Auto-escalation setup
✓Personalized investment recommendations
✓Enrollment deadline tracking
✓Passwordless authentication
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What's New in Planforge 401k
1.6.8
September 24, 2026
Switching between your Participant and Partner accounts now asks for your PIN or Face ID once and opens the account you picked. Face ID setup from the PIN screen works, notifications and the app badge are more reliable, and sign in and timeouts are smoother.
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FAQ
What is Planforge 401k?
Planforge 401k provides employees with secure, instant access to their employer-sponsored 401(k) plans. It allows users to view their contribution details, sign forms electronically, and set up automatic savings increases.
How secure is Planforge 401k?
Planforge 401k prioritizes security with passwordless magic link authentication and phone verification, eliminating the need to remember or reset passwords. This ensures your financial information is protected.
Can I get investment advice through Planforge 401k?
Yes, you can complete a risk questionnaire within the app to receive personalized investment recommendations from a licensed advisor. This helps you make informed decisions about your retirement savings.
What devices does Planforge 401k support?
Planforge 401k is available on both iPhone and iPad, offering a seamless experience across Apple's mobile and tablet devices.
How often is Planforge 401k updated?
The latest version of Planforge 401k is 1.5.4, which was last updated on May 2, 2026. This indicates regular maintenance and feature enhancements.
What is the user rating for Planforge 401k?
Planforge 401k has an exceptional rating of 5.0 stars, based on 1 review. This suggests a very positive user experience among its early adopters.
Does Planforge 401k have ads?
No, Planforge 401k is ad-free, allowing users to manage their 401(k) without interruptions from advertisements.
Is Planforge 401k free to use?
Yes, Planforge 401k is available for free. There are no costs associated with downloading or using the core features of the application.
