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Retirement Rate Category Tables 2016

The rate tables applicable for other years are accessible from the main XRA webpage.

TABLE I-16 SELECTION OF RETIREMENT RATE CATEGORY
(For plans with a valuation date after Dec. 31, 2015 and before Jan. 1, 2017)

If Participant
reaches "URA" in:		 Low
If Monthly Benefit
at "URA" is		 Medium
If Monthly Benefit
at "URA" is		 High
If Monthly Benefit
at "URA" is
Less than From            To     Greater than
2017 $627 $627   -   $2,647 $2,647
2018 $640 $640   -   $2,705 $2,705
2019 $655 $655   -   $2,767 $2,767
2020 $670 $670   -   $2,831 $2,831
2021 $686 $686   -   $2,896 $2,896
2022 $701 $701   -   $2,962 $2,962
2023 $718 $718   -   $3,030 $3,030
2024 $734 $734   -   $3,100 $3,100
2025 $751 $751   -   $3,171 $3,171
2026 or later $768 $768   -   $3,244 $3,244

 

Last Updated: January 13, 2022