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Retirement Rate Category tables 2020

Retirement Rate Category tables 2020

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

TABLE I-20 SELECTION OF RETIREMENT RATE CATEGORY

For valuation dates in 2020

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
2021 $672 $672 - $2,839 $2,839
2022 $688 $688 - $2,905 $2,905
2023 $704 $704 - $2,971 $2,971
2024 $720 $720 - $3,040 $3,040
2025 $736 $736 - $3,110 $3,110
2026 $753 $753 - $3,181 $3,181
2027 $771 $771 - $3,254 $3,254
2028 $788 $788 - $3,329 $3,329
2029 $806 $806 - $3,406 $3,406
2030 or later $825 $825 - $3,484 $3,484
Last updated December 9, 2019