PCFO Help Desk

    How do I enroll?

    1. 1

      For Vanguard 401k Plans:

      • Username: SSN  

      • Password: DOB (MMDDYYYY)  


      For more information, contact the Investments Department at retirement@practicecfo.com or call us at (858) 477-8101.  

    2. 2

      For Charles Schwab 401k Plans:

      Contact your office manager for enrollment forms and submit the completed forms (SSN omitted) to the Investments Department at retirement@practicecfo.com.   
    If you still have a question, we’re here to help. Contact us