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2007 PPA Unblended Segment Rates
The following table shows unblended PPA segment interest rates for 2007 used in the determination of minimum present values of benefits. These rates are used for plan years beginning after 12/31/2007. For 2008-2011 plan years, these rates are generally blended with 30-year treasury rates. The rates shown below do not reflect this blending. For rates that include this blending with treasury rates, click here.
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%

 

Download All Rates (.csv format)

The above rates are updated each month and are taken directly from announcements published by the IRS as they are currently unavailable from the IRS in table form. These rates must be kept current in DB Precision in order to properly determine lump sum benefits under PPA. They will automatically update on startup of DB Precision when these rates become available.

To enter/view these rates, from the main ribbon tool bar in DB Precision, select Segmented Rates as shown (circled in orange) below. Then copy the three rates for the desired month into the segmented rates table and press OK to save.

DB Precision Screenshot

Please note that your DB Precision logon ID must have been assigned Edit Access to Published Rates in order to be able to save these rates.

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2008 PPA Unblended Segment Rates
The following table shows unblended PPA segment interest rates for 2008 used in the determination of minimum present values of benefits. These rates are used for plan years beginning after 12/31/2007. For 2008-2011 plan years, these rates are generally blended with 30-year treasury rates. The rates shown below do not reflect this blending. For rates that include this blending with treasury rates, click here.
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%

 

Download All Rates (.csv format)

The above rates are updated each month and are taken directly from announcements published by the IRS as they are currently unavailable from the IRS in table form. These rates must be kept current in DB Precision in order to properly determine lump sum benefits under PPA. They will automatically update on startup of DB Precision when these rates become available.

To enter/view these rates, from the main ribbon tool bar in DB Precision, select Segmented Rates as shown (circled in orange) below. Then copy the three rates for the desired month into the segmented rates table and press OK to save.

DB Precision Screenshot

Please note that your DB Precision logon ID must have been assigned Edit Access to Published Rates in order to be able to save these rates.

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2009 PPA Unblended Segment Rates
The following table shows unblended PPA segment interest rates for 2009 used in the determination of minimum present values of benefits. These rates are used for plan years beginning after 12/31/2007. For 2008-2011 plan years, these rates are generally blended with 30-year treasury rates. The rates shown below do not reflect this blending. For rates that include this blending with treasury rates, click here.
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%

 

Download All Rates (.csv format)

The above rates are updated each month and are taken directly from announcements published by the IRS as they are currently unavailable from the IRS in table form. These rates must be kept current in DB Precision in order to properly determine lump sum benefits under PPA. They will automatically update on startup of DB Precision when these rates become available.

To enter/view these rates, from the main ribbon tool bar in DB Precision, select Segmented Rates as shown (circled in orange) below. Then copy the three rates for the desired month into the segmented rates table and press OK to save.

DB Precision Screenshot

Please note that your DB Precision logon ID must have been assigned Edit Access to Published Rates in order to be able to save these rates.

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2010 PPA Unblended Segment Rates
The following table shows unblended PPA segment interest rates for 2010 used in the determination of minimum present values of benefits. These rates are used for plan years beginning after 12/31/2007. For 2008-2011 plan years, these rates are generally blended with 30-year treasury rates. The rates shown below do not reflect this blending. For rates that include this blending with treasury rates, click here.
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%

 

Download All Rates (.csv format)

The above rates are updated each month and are taken directly from announcements published by the IRS as they are currently unavailable from the IRS in table form. These rates must be kept current in DB Precision in order to properly determine lump sum benefits under PPA. They will automatically update on startup of DB Precision when these rates become available.

To enter/view these rates, from the main ribbon tool bar in DB Precision, select Segmented Rates as shown (circled in orange) below. Then copy the three rates for the desired month into the segmented rates table and press OK to save.

DB Precision Screenshot

Please note that your DB Precision logon ID must have been assigned Edit Access to Published Rates in order to be able to save these rates.

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2011 PPA Unblended Segment Rates
The following table shows unblended PPA segment interest rates for 2011 used in the determination of minimum present values of benefits. These rates are used for plan years beginning after 12/31/2007. For 2008-2011 plan years, these rates are generally blended with 30-year treasury rates. The rates shown below do not reflect this blending. For rates that include this blending with treasury rates, click here.
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%

 

Download All Rates (.csv format)

The above rates are updated each month and are taken directly from announcements published by the IRS as they are currently unavailable from the IRS in table form. These rates must be kept current in DB Precision in order to properly determine lump sum benefits under PPA. They will automatically update on startup of DB Precision when these rates become available.

To enter/view these rates, from the main ribbon tool bar in DB Precision, select Segmented Rates as shown (circled in orange) below. Then copy the three rates for the desired month into the segmented rates table and press OK to save.

DB Precision Screenshot

Please note that your DB Precision logon ID must have been assigned Edit Access to Published Rates in order to be able to save these rates.

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2012 PPA Unblended Segment Rates
The following table shows unblended PPA segment interest rates for 2012 used in the determination of minimum present values of benefits. These rates are used for plan years beginning after 12/31/2007. For 2008-2011 plan years, these rates are generally blended with 30-year treasury rates. The rates shown below do not reflect this blending. For rates that include this blending with treasury rates, click here.
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%

 

Download All Rates (.csv format)

The above rates are updated each month and are taken directly from announcements published by the IRS as they are currently unavailable from the IRS in table form. These rates must be kept current in DB Precision in order to properly determine lump sum benefits under PPA. They will automatically update on startup of DB Precision when these rates become available.

To enter/view these rates, from the main ribbon tool bar in DB Precision, select Segmented Rates as shown (circled in orange) below. Then copy the three rates for the desired month into the segmented rates table and press OK to save.

DB Precision Screenshot

Please note that your DB Precision logon ID must have been assigned Edit Access to Published Rates in order to be able to save these rates.

SIMPLIFY PENSION ADMINISTRATION
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2013 PPA Unblended Segment Rates
The following table shows unblended PPA segment interest rates for 2013 used in the determination of minimum present values of benefits. These rates are used for plan years beginning after 12/31/2007. For 2008-2011 plan years, these rates are generally blended with 30-year treasury rates. The rates shown below do not reflect this blending. For rates that include this blending with treasury rates, click here.
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%

 

Download All Rates (.csv format)

The above rates are updated each month and are taken directly from announcements published by the IRS as they are currently unavailable from the IRS in table form. These rates must be kept current in DB Precision in order to properly determine lump sum benefits under PPA. They will automatically update on startup of DB Precision when these rates become available.

To enter/view these rates, from the main ribbon tool bar in DB Precision, select Segmented Rates as shown (circled in orange) below. Then copy the three rates for the desired month into the segmented rates table and press OK to save.

DB Precision Screenshot

Please note that your DB Precision logon ID must have been assigned Edit Access to Published Rates in order to be able to save these rates.

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2014 PPA Unblended Segment Rates
The following table shows unblended PPA segment interest rates for 2014 used in the determination of minimum present values of benefits. These rates are used for plan years beginning after 12/31/2007. For 2008-2011 plan years, these rates are generally blended with 30-year treasury rates. The rates shown below do not reflect this blending. For rates that include this blending with treasury rates, click here.
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%

 

Download All Rates (.csv format)

The above rates are updated each month and are taken directly from announcements published by the IRS as they are currently unavailable from the IRS in table form. These rates must be kept current in DB Precision in order to properly determine lump sum benefits under PPA. They will automatically update on startup of DB Precision when these rates become available.

To enter/view these rates, from the main ribbon tool bar in DB Precision, select Segmented Rates as shown (circled in orange) below. Then copy the three rates for the desired month into the segmented rates table and press OK to save.

DB Precision Screenshot

Please note that your DB Precision logon ID must have been assigned Edit Access to Published Rates in order to be able to save these rates.

SIMPLIFY PENSION ADMINISTRATION
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2015 PPA Unblended Segment Rates
The following table shows unblended PPA segment interest rates for 2015 used in the determination of minimum present values of benefits. These rates are used for plan years beginning after 12/31/2007. For 2008-2011 plan years, these rates are generally blended with 30-year treasury rates. The rates shown below do not reflect this blending. For rates that include this blending with treasury rates, click here.
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%

 

Download All Rates (.csv format)

The above rates are updated each month and are taken directly from announcements published by the IRS as they are currently unavailable from the IRS in table form. These rates must be kept current in DB Precision in order to properly determine lump sum benefits under PPA. They will automatically update on startup of DB Precision when these rates become available.

To enter/view these rates, from the main ribbon tool bar in DB Precision, select Segmented Rates as shown (circled in orange) below. Then copy the three rates for the desired month into the segmented rates table and press OK to save.

DB Precision Screenshot

Please note that your DB Precision logon ID must have been assigned Edit Access to Published Rates in order to be able to save these rates.

* Last reviewed / updated on 01/15/2016 using Notice 2016-07.

** Rates are generally published through IRS notice by the end of the first full business week of the following month. The January, 2016 rates are expected to be available by 02/12/2016.

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2016 PPA Unblended Segment Rates
The following table shows unblended PPA segment interest rates for 2016 used in the determination of minimum present values of benefits. These rates are used for plan years beginning after 12/31/2007. For 2008-2011 plan years, these rates are generally blended with 30-year treasury rates. The rates shown below do not reflect this blending. For rates that include this blending with treasury rates, click here.
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%

 

Download All Rates (.csv format)

The above rates are updated each month and are taken directly from announcements published by the IRS as they are currently unavailable from the IRS in table form. These rates must be kept current in DB Precision in order to properly determine lump sum benefits under PPA. They will automatically update on startup of DB Precision when these rates become available.

To enter/view these rates, from the main ribbon tool bar in DB Precision, select Segmented Rates as shown (circled in orange) below. Then copy the three rates for the desired month into the segmented rates table and press OK to save.

DB Precision Screenshot

Please note that your DB Precision logon ID must have been assigned Edit Access to Published Rates in order to be able to save these rates.

* Last reviewed / updated on 01/16/2017 using Notice 2017-13.

** Rates are generally published through IRS notice by the end of the second full business week of the following month. The January, 2017 rates are expected to be available by 02/15/2017.

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2017 PPA Unblended Segment Rates
Month
Segment Rate 1 Segment Rate 2 Segment Rate 3
January
2.00%
3.91%
4.66%
February
**
**
**
March
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 announcements published by the IRS as they are currently unavailable from the IRS in table form. These rates must be kept current in DB Precision in order to properly determine lump sum benefits under PPA. They will automatically update on startup of DB Precision when these rates become available.

To enter/view these rates, from the main ribbon tool bar in DB Precision, select Segmented Rates as shown (circled in orange) below. Then copy the three rates for the desired month into the segmented rates table and press OK to save.

DB Precision Screenshot

Please note that your DB Precision logon ID must have been assigned Edit Access to Published Rates in order to be able to save these rates.

* Last reviewed / updated on 02/10/2017 using Notice 2017-18.

** Rates are generally published through IRS notice by the end of the second full business week of the following month. The February, 2017 rates are expected to be available by 03/10/2017.

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