The Online 401(k) overview and paperwork

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Thomson Reuters has developed a partnership with The Online 401(k) ( This relationship accommodates your need for 401(k) management for your Payroll CS calculating payroll clients.

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