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Mortality, Retirement and PV Max Guarantee

ERISA Section 4044/4050 Mortality Tables

Access current and historical mortality tables for valuing annuities in distress and involuntary plan terminations and the missing participants program.

ERISA Section 4044 Retirement Assumptions

Access information about the retirement assumptions (e.g., XRAs) for valuing annuities in distress and involuntary plan terminations.

Present Value of PBGC Maximum Guarantee

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

Last Updated: August 25, 2021

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)