Webinars and Events | October 13, 2022
To match individuals’ withholding instructions to changes in tax law, the IRS has issued redesigned tax-withholding forms for both monthly pensions and annuities (Form W-4P) and one-time payments and rollovers (Form W-4R).
While optional for tax year 2022, plan sponsors for all public and private retirement plans are required to start using both forms beginning January 1, 2023.
Watch the informative discussion with Segal experts on what you need to know.
Our experts discussed the considerations for plan sponsors resulting from the redesigned forms, including:
This page is for informational purposes only and does not constitute legal, tax or investment advice. You are encouraged to discuss the issues raised here with your legal, tax and other advisors before determining how the issues apply to your specific situations.