Date: December 16th, 2025 | 12PM EST
Register: https://us02web.zoom.us/webinar/register/1717649523011/WN__xDQiSghT-CJ8YEs2bbcvw
Year-end bonus playbook: classification, tax, 401(k), timing, and gross-ups made practical.
As you finalize year-end bonuses whether discretionary or contractual – join our webinar for a clear walkthrough of what to do (and avoid) so your awards are compliant, well-documented, and paid correctly. We’ll translate legal requirements into practical payroll steps, cover tax and reporting mechanics, and highlight the downstream effects on benefits and overtime.
We’ll cover:
– Discretionary vs. nondiscretionary bonuses and why the label matters
– Wage-and-hour impact: regular-rate inclusion and retro OT true-ups
– Tax treatment & reporting: W-2, supplemental withholding (flat vs. aggregate)
– 401(k) coordination: taking deferrals from bonus pay and match/true-ups
– Timing strategies: year-end vs. January payments and cash/tax effects
– Gross-ups: when to use them and how to model costs – Eligibility & proration: new hires, leave, terminations, and policy alignment
Join us and leave with a checklist you can apply immediately across HR, finance, and payroll.
Speaker:
Emina Poricanin, Esq. – CEO & Founder, Forework