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Interest Rates & Factors

Interest Rates & Factors

Monthly Interest Rate Statement

Monthly Interest Rate Statement

Access the current Interest Rate Update statement of the interest-rate categories shown below.

Access historical Interest Rate Update statements.

Variable-Rate Premiums

Variable-Rate Premiums

Find current and historical interest rates for valuing vested benefits for variable-rate premiums.

Interest Rates for Determining Lump Sums

Interest Rates for Determining Lump Sums

Find current and historical immediate and deferred interest rates for determining the amount of lump-sum benefits.

ERISA 4044 Immediate and Deferred Annuities

ERISA 4044 Annuities

Find current and historical select and ultimate interest rates for valuing benefits in terminating single-employer plans and certain multiemployer plans.

Late Premium Payments

Late Premium Payments

Find the interest rates PBGC will apply to unpaid contributions and premiums and to underpayments and overpayments of employer liability.

Withdrawal Liability

Withdrawal Liability

Find the interest rate to be charged by multiemployer pension plans on withdrawal liability payments that are overdue or in default, or to be credited on overpayments of withdrawal liability, unless the plan provides for another rate.

Historical Federal Mid-term Rates

Historical Federal Mid-term Rates

PBGC’s Missing Participant Regulation provides that certain amounts be determined using the applicable federal mid-term rate (as determined by the Secretary of the Treasury pursuant to section 1274(d)(1)(C)(ii) of the Code) for that month, compounded monthly.

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Present Value of PBGC Maximum Guarantee

Present Value of PBGC Maximum Guarantee

Find the present value of PBGC’s maximum guarantee for purposes of complying with IRC §436 benefit restrictions.

ERISA Mortality Tables

ERISA Mortality Tables

Access current and historical mortality rates for valuing annuities in terminating single-employer plans and of missing participants in such plans.

ERISA Section 4044 (for valuing annuities in distress and involuntary single-employer plan terminations)

ERISA Section 4050 (for valuing annuities of missing participants)

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Last updated April 9, 2019