SIMPLIFY PENSION ADMINISTRATION
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PBGC ERISA 4022 Lump Sum Interest Rates
Table of rates since 1/1/2021
Year
Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec
2021
0.00%
0.00%
0.00%
0.00%
0.00%

 

Download All Rates since 1974 (.csv format)

The above rates are updated each month and are derived from noticies published by the IRS. These rates are automatically updated in DB Precision by PensionSoft through an automatic process once they are released.

All rates are updated in accordance with guidance as described in the Federal Register. Using this methodology, the 12-year yield is compared to the table in the register to determine the corresponding rate. This provides the two-month forward applicable rate.

* Last reviewed / updated on 04/14/2021 using Notice 2021-27.

** Next rates for June 2021 are expected to be published on or before 05/20/2021.