Memo #
4212

INSTITUTE'S STATE GUIDE TO PENSION WITHHOLDING AND REPORTING

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October 27, 1992 TO: PENSION MEMBERS NO. 29-92 TAX MEMBERS NO. 69-92 OPERATIONS MEMBERS NO. 41-92 ACCOUNTING/TREASURERS COMMITTEE NO. 43-92 TRANSFER AGENT ADVISORY COMMITTEE NO. 64-92 RE: INSTITUTE’S STATE GUIDE TO PENSION WITHHOLDING AND REPORTING __________________________________________________________ The Institute is pleased to announce the publication of its new "State Guide to Pension Withholding and Reporting." The Guide contains summaries and forms relating to state income tax reporting and withholding requirements for distributions from retirement plans, along with a summary of the relevant federal requirements. The Guide will be updated annually, with interim updates provided through the Institute’s Pension Members subscription. Each Institute member complex has been provided one complimentary copy of the Guide, which will be updated annually. Institute members may purchase additional subscriptions for $100, with annual updates for $50. Nonmember subscriptions are available for $400 and $100, respectively. To order a subscription, please contact Betsy Teter at the Institute at (202) 955-3529. Kathy D. Ireland Associate Counsel - Pension KDI:bmb

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