The Online 401(k) > Account Setup

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The Account Setup dialog allows you to specify the client information needed to use The Online 401(k) plan and to transmit files from Payroll CS to The Online 401(k). This information is provided by The Online 401(k) when a client is signed up for the service.

Choose Utilities > The Online 401(k) > Account Setup.

Note: The Account Setup dialog is available only after the signed participation agreement has been received by Thomson Reuters and you have verified the firm status via CS Connect.

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The Online 401(k) overview and paperwork

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