Published Tab
Visit the Pensionsoft Resources page here for more information.

The Published Tab of the Ribbon contains the following items:
  • Treasury Rates: displays treasury rates that can then be used in Plan Document coding which sometimes needs to reference these rates. 30-year treasury rates date back to 1/1/1978, 10-year treasury rates and 5-year treasury rates date back to 4/1/1953. These rates are all updated automatically once a month on or around the 10th day of the following month.
  • Segment Rates: displays the 3 PPA segment rates by month (without adjustment) back to 8/1/2007 that can then be used in Plan Document coding which sometimes needs to reference these rates. These rates are updated automatically once a month on or around the 10th day of the following month.
  • PBGC: displays PBGC Lump Sum Immediate Interest Rates (ERISA 4022) back to 9/1/1974. These rates are updated automatically once a month on or around the 15th day of the prior month. Starting in 2021, PBGC uses IRS 417(e)(3) interest rates for this purpose, therefore the rates shown in the Immediate Interest Rate table after 2020 are for informational purposes only. The PBGC icon dropdown also allows viewing of Distress Term Rates (ERISA 4044) beginning 7/31/2024.
  • 120% Federal Mid-term: displays 120% Federal Mid-term Rates back to 1/1/1986 that can then be used in Plan Document coding which sometimes needs to reference these rates. These rates are updated automatically once a month on or around the 20th day of the prior month.
  • Composite Corporate Bond: displays Composite Corporate Bond Rates back to 1/1/2001 that can then be used in Plan Document coding which sometimes needs to reference these rates. These rates are updated automatically once a month on or around the 15th day of the prior month.
  • Taxable Wage Base: displays the Taxable Wage Base by year back to 1951. It is updated automatically in November of the prior year.
  • Regulatory Limits: displays the rounded and unrounded values by year for several regulatory limits. 401(a)(17) Salary Limits date back to 1989. 402(g) Deferral Limits date back to 1987. 415(b) Benefit Limits and 415(c) Total DC Limits date back to 1974. DC Catchup Limits date back to 2002. These tables are all updated automatically in November of the prior year.
  • Social Security: displays various Social Security tables by year. The PIA Bend Points table (used in the calculation of Social Security) dates back to 1979 and is updated automatically in November of the prior year. The National Average Wage table dates back to 1951 and is updated automatically in November of the following year. The PIA Cost of Living Adjustment table dates back to 1975 and is updated automatically in November of the same year.
  • Segment Corridor Basis: displays segment rates used for IRS minimum funding.
  • IRS Spot Rates: displays yield curve used for IRS minimum funding.
  • FTSE Spot Rates: displays FTSE monthly yield curves for both standard and above-median rates.


PensionSoft Corporation | 860.540.3690 | support@pensionsoft.com