# Planforge 401k — Pay Your Team, Not the IRS > Secure 401(k) plan access for employees with investment recommendations and electronic form signing. (iPhone/iPad app by PlanForge Consulting LLC.) - Source: https://appshunter.io/ios/app/planforge-401k/id6760857659 (this page in markdown: same URL + `.md`) - Developer: [PlanForge Consulting LLC](https://appshunter.io/developer/1886555172) - Category: Finance, Business - Price: Free - Rating: 5.00/5 from 2 App Store ratings · 1 written reviews indexed - Age rating: 4+ - Requires: iOS 16.0 · 4 MB - Languages: American English - Released: 2026-03-24 - Data updated: 2026-08-24 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/planforge-401k/id6760857659/reviews.md ## What is Planforge 401k? 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 Alexis@planforge401k.com. ## Key features - Personalized 401(k) dashboard - Electronic form signing - Auto-escalation setup - Personalized investment recommendations - Enrollment deadline tracking - Passwordless authentication ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/planforge-401k/id6760857659/reviews.md ### 5/5 — Great app *2026-08-07* Nick is the best! Thank you for being awesome!! ## Frequently asked questions about Planforge 401k ### 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. ## Version history (last 5 releases) ### 1.6.7 — 2026-08-18 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. ### 1.6.6 — 2026-08-14 Timeout now returns you to your PIN with Face ID and Switch user, instead of the web keypad. Works for the participant portal and the partner portal. ### 1.6.5 — 2026-08-11 This update fixes how links from PlanForge emails and texts open in the app. - Tapping a link now takes you to the exact page it points at, even if you have to enter your PIN on the way in - Fixed a duplicate PIN prompt after unlocking - Stronger protection on the PIN screen, including a lockout after repeated wrong entries - Reliability and security improvements throughout ### 1.6.3 — 2026-08-02 What's new in this update: - A cleaner welcome screen so you land in the right place faster - Create your account and verify your phone number right inside the app - More reliable sign in, including switching between accounts - Links from PlanForge emails now open directly to the right page - Security and stability improvements Thanks for using PlanForge. ### 1.6.0 — 2026-08-01 What's new in this update: - A cleaner welcome screen so you land in the right place faster - Create your account and verify your phone number right inside the app - More reliable sign in, including switching between accounts - Links from PlanForge emails now open directly to the right page - Security and stability improvements Thanks for using PlanForge. ## Related topics [transamerica 401k](https://appshunter.io/ios/topics/transamerica-401k) · [empower 401k](https://appshunter.io/ios/topics/empower-401k) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-24.*