PCFO Help Desk

    ERISA Plan Participant Certificates

    Once year-end administration is completed, the Third Party Administrator provides the individual participant certificates. PracticeCFO uploads the participant certificates to your secure NetLink portal. As the plan sponsor, you must distribute the participant certificates and summary annual report to each employee.

    If you have trouble locating the documents using the instructions below, please reach out to our investment department at retirement@practicecfo.com
    1. 1

      Go to PracticeCFO portal link.

      ​secure.netlinksolution.com/nextgen/​​​
    2. 2

      Log in to your PracticeCFO portal. You will need your multifactor authentication device.


    3. 3

      Select corporation name to the left of your screen.


    4. 4

      Select the "401(k)" subfolder.


    5. 5

      Select the applicable year.


    6. 6

      Select the "Participant Certificates" and "Participant Notice". The notice is the Summary Annual Report (SAR).


    7. 7

      Distribute the certificates and notice to your employees.

    If you still have a question, we’re here to help. Contact us