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Interest Rates & Factors

Collage Containing Charts and Graphs

Monthly Interest Rate Summary

  • Access the current Monthly Interest Rate Summary.
  • Access historical Monthly Interest Rate Summaries.

Variable-Rate Premiums

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

ERISA 4022 Lump Sum Interest Rates

Find current and historical immediate and deferred interest rates specified under ERISA 4022.

ERISA 4044 (Immediate and Deferred) 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

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