SIMPLIFY PENSION ADMINISTRATION
PENSIONSOFT RESOURCE LINKS
PPA Unblended Segment Rates
Month
Segment Rate 1 Segment Rate 2 Segment Rate 3
January
     
February
     
March
     
April
     
May
     
June
     
July
     
August
5.40%
6.20%
6.66%
September
5.28%
6.12%
6.55%
October
5.17%
6.02%
6.38%
November
4.92%
6.02%
6.47%
December
4.93%
6.13%
6.69%
Month
Segment Rate 1 Segment Rate 2 Segment Rate 3
January
4.39%
6.01%
6.72%
February
4.11%
6.18%
7.05%
March
4.28%
6.38%
6.99%
April
4.60%
6.28%
6.96%
May
4.67%
6.36%
6.77%
June
4.99%
6.64%
6.95%
July
5.16%
6.88%
7.04%
August
5.21%
6.87%
6.91%
September
5.86%
7.35%
6.88%
October
7.35%
8.61%
7.26%
November
7.11%
8.23%
7.42%
December
6.72%
7.12%
6.36%
Month
Segment Rate 1 Segment Rate 2 Segment Rate 3
January
5.20%
6.80%
6.31%
February
5.24%
7.07%
7.08%
March
5.70%
7.53%
7.85%
April
5.12%
7.15%
6.92%
May
4.27%
7.00%
6.77%
June
3.89%
6.59%
6.55%
July
3.39%
6.28%
6.47%
August
3.08%
5.94%
6.21%
September
2.73%
5.63%
6.07%
October
2.60%
5.58%
6.07%
November
2.35%
5.57%
6.29%
December
2.35%
5.65%
6.45%
Month
Segment Rate 1 Segment Rate 2 Segment Rate 3
January
2.31%
5.64%
6.47%
February
2.29%
5.77%
6.63%
March
2.29%
5.65%
6.58%
April
2.30%
5.60%
6.47%
May
2.34%
5.42%
6.26%
June
2.35%
5.35%
6.29%
July
2.06%
5.10%
6.11%
August
1.81%
4.81%
5.88%
September
1.74%
4.75%
6.03%
October
1.56%
4.73%
6.22%
November
1.65%
4.91%
6.52%
December
1.98%
5.23%
6.52%
Month
Segment Rate 1 Segment Rate 2 Segment Rate 3
January
1.93%
5.25%
6.42%
February
2.02%
5.34%
6.54%
March
1.91%
5.23%
6.46%
April
1.93%
5.23%
6.44%
May
1.72%
5.00%
6.21%
June
1.70%
4.99%
6.33%
July
1.72%
4.97%
6.28%
August
1.85%
4.62%
6.02%
September
1.98%
4.49%
5.80%
October
2.09%
4.56%
5.50%
November
1.99%
4.47%
5.26%
December
2.07%
4.45%
5.24%
Month
Segment Rate 1 Segment Rate 2 Segment Rate 3
January
1.84%
4.36%
5.19%
February
1.56%
4.27%
5.08%
March
1.57%
4.36%
5.18%
April
1.54%
4.30%
5.14%
May
1.59%
4.12%
5.04%
June
1.60%
3.97%
4.93%
July
1.22%
3.66%
4.50%
August
1.13%
3.71%
4.52%
September
1.02%
3.71%
4.67%
October
0.96%
3.57%
4.58%
November
0.97%
3.50%
4.60%
December
1.00%
3.57%
4.77%
Month
Segment Rate 1 Segment Rate 2 Segment Rate 3
January
1.00%
3.73%
4.89%
February
0.99%
3.82%
5.02%
March
0.97%
3.82%
5.11%
April
0.93%
3.61%
4.88%
May
0.97%
3.76%
5.01%
June
1.24%
4.25%
5.43%
July
1.34%
4.45%
5.44%
August
1.36%
4.60%
5.58%
September
1.40%
4.66%
5.62%
October
1.24%
4.47%
5.52%
November
1.19%
4.53%
5.66%
December
1.25%
4.57%
5.60%
Month
Segment Rate 1 Segment Rate 2 Segment Rate 3
January
1.24%
4.42%
5.40%
February
1.17%
4.29%
5.36%
March
1.23%
4.23%
5.31%
April
1.24%
4.13%
5.15%
May
1.17%
3.98%
5.01%
June
1.23%
4.01%
5.09%
July
1.26%
3.94%
5.02%
August
1.24%
3.86%
4.96%
September
1.40%
3.98%
5.04%
October
1.29%
3.81%
4.88%
November
1.40%
3.88%
4.96%
December
1.48%
3.77%
4.79%
Month
Segment Rate 1 Segment Rate 2 Segment Rate 3
January
1.33%
3.46%
4.40%
February
1.35%
3.52%
4.47%
March
1.38%
3.58%
4.50%
April
1.27%
3.52%
4.47%
May
1.38%
3.88%
4.98%
June
1.59%
4.13%
5.20%
July
1.63%
4.14%
5.13%
August
1.68%
4.05%
4.98%
September
1.69%
4.11%
5.07%
October
1.61%
4.02%
5.03%
November
1.76%
4.15%
5.13%
December
1.82%
4.12%
5.01%
Month
Segment Rate 1 Segment Rate 2 Segment Rate 3
January
1.78%
4.08%
5.02%
February
1.71%
3.98%
5.03%
March
1.68%
3.87%
4.84%
April
1.47%
3.65%
4.62%
May
1.50%
3.60%
4.62%
June
1.44%
3.46%
4.48%
July
1.36%
3.26%
4.16%
August
1.39%
3.27%
4.18%
September
1.47%
3.34%
4.30%
October
1.57%
3.45%
4.39%
November
1.79%
3.80%
4.71%
December
2.04%
4.03%
4.82%
Month
Segment Rate 1 Segment Rate 2 Segment Rate 3
January
2.00%
3.91%
4.66%
February
1.96%
3.91%
4.69%
March
2.06%
3.95%
4.75%
April
1.96%
3.78%
4.66%
May
1.96%
3.77%
4.62%
June
1.96%
3.60%
4.39%
July
1.97%
3.66%
4.37%
August
1.93%
3.57%
4.36%
September
1.96%
3.58%
4.35%
October
2.05%
3.61%
4.27%
November
2.20%
3.57%
4.24%
December
2.33%
3.55%
4.11%
Month
Segment Rate 1 Segment Rate 2 Segment Rate 3
January
2.48%
3.65%
4.15%
February
2.72%
3.94%
4.33%
March
2.91%
3.99%
4.43%
April
2.99%
4.04%
4.43%
May
3.08%
4.19%
4.58%
June
3.12%
4.20%
4.60%
July
3.15%
4.20%
4.47%
August
3.10%
4.15%
4.46%
September
3.21%
4.26%
4.55%
October
3.33%
4.39%
4.72%
November
3.43%
4.46%
4.88%
December
3.38%
4.32%
4.69%
Month
Segment Rate 1 Segment Rate 2 Segment Rate 3
January
3.19%
4.25%
4.60%
February
3.01%
4.11%
4.41%
March
2.86%
4.00%
4.42%
April
2.79%
3.88%
4.33%
May
2.72%
3.76%
4.33%
June
2.41%
3.51%
4.16%
July
2.34%
3.38%
4.01%
August
2.09%
3.00%
3.61%
September
2.13%
3.07%
3.65%
October
2.01%
3.06%
3.65%
November
2.04%
3.09%
3.68%
December
2.03%
3.06%
3.59%
Month
Segment Rate 1 Segment Rate 2 Segment Rate 3
January
1.91%
2.93%
3.54%
February
1.73%
2.72%
3.35%
March
2.22%
3.08%
3.73%
April
1.58%
2.88%
3.24%
May
1.08%
2.78%
3.47%
June
0.74%
2.57%
3.32%
July
0.59%
2.25%
3.01%
August
0.52%
2.22%
3.03%
September
0.51%
2.31%
3.15%
October
0.54%
2.38%
3.28%
November
0.53%
2.31%
3.09%
December
0.51%
2.26%
3.01%
Month
Segment Rate 1 Segment Rate 2 Segment Rate 3
January
0.50%
2.38%
3.17%
February
0.51%
2.54%
3.45%
March
0.69%
2.92%
3.69%
April
**
**
**
May
June
July
August
September
October
November
December

Download All Rates (.csv format)

The above rates are updated each month and are taken directly from noticies published by the IRS. These rates are automatically updated for you by PensionSoft in DB Precision through an automatic process as soon as the rates are released.

To view these rates, from the main ribbon tool bar in DB Precision, select Segmented Rates as shown below.

DB Precision Screenshot

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

** Rates are generally published through IRS notice by the end of the second full business week of the following month. The April 2021 rates are expected to be available by 05/20/2021.