The Online 401(k) > Account Setup

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

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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.

Fields & buttons

Custodian

Account number

Contribution type

Account cancelled

Related topics

The Online 401(k) overview and paperwork

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