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GATT & PBGC RATES

Have you thought about taking your pension as a lump sum?  If so, then you will want to pay attention to the GATT rates & PGBC rates as they affect the amount of money you will receive.  Speak with one of our advisors about what this month's GATT/PBGC rate will mean for your retirement plan and how they can help assist you. 
What is the GATT rate?
The GATT rate is used as a standard for calculations of lump sum distribution from defined benefit plans.  
2023 GATT Rates %
December
November
October
September
August
July
June
May
April
March
February
January
2022 GATT Rates %
December
November 3.99%
October 4.02%
September 3.55%
August 3.13%
July 3.10%
June 3.24%
May 3.06%
April 2.81%
March 2.41%
February 2.25%
January 2.10%
2021 GATT Rates %
December
November 1.96%
October 2.06%
September 1.94%
August 1.92%
July 1.94%
June 2.16%
May 2.32%
April 2.30%
March 2.34%
February 2.04%
January 1.82%
2020 GATT Rates %
December 1.67%
November 1.62%
October 1.57%
September 1.42%
August 1.36%
July 1.31%
June 1.49%
May 1.38%
April 1.27%
March 1.46%
February 1.97%
January 2.22%
What is the PBGC rate?
The PBGC rate is the immediate interest rate for valuing lump sum payments for a given month.  
2023 PBGC Rates
December
November
October
September
August
July
June
May
April
March
February
January
2022 PBGC Rates
December
November
October
September
August
July
June
May
April
March
February
January
2021 PBGC Rates
December
November
October
September
August
July
June 0.00%
May 0.50%
April 0.00%
March 0.00%
February 0.25%
January 0.25%
2020 PBGC Rates
December 0.53%
November 0.00%
October 0.00%
September 0.00%
August 0.00%
July 0.00%
June 0.00%
May 0.50%
April 0.00%
March 0.00%
February 0.25%
January 0.25%
2019 GATT Rates %
December 2.30%
November 2.28%
October 2.19%
September 2.16%
August 2.12%
July 2.57%
June 2.57%
May 2.82%
April 2.94%
March 2.98%
February 3.02%
January 3.04%
2018 GATT Rates %
December 3.10%
November 3.36%
October 3.34%
September 3.15%
August 3.04%
July 3.01%
June 3.05%
May 3.13%
April 3.07%
March 3.09%
February 3.13%
January 2.88%
2017 GATT Rates %
December 2.77%
November 2.80%
October 2.88%
September 2.78%
August 2.80%
July 2.88%
June 2.80%
May 2.96%
April 2.94%
March 3.08%
February 3.03%
January 3.02%
2016 GATT Rates %
December 3.11%
November 2.86%
October 2.50%
September 2.35%
August 2.26%
July 2.23%
June 2.45%
May 2.63%
April 2.62%
March 2.68%
February 2.62%
January 2.86%
2019 PBGC Rates %
December 0.25%
November 0.25%
October 0.00%
September 0.50%
August 0.50%
July 0.75%
June 1.00%
May 1.00%
April 1.25%
March 1.25%
February 1.25%
January 1.50%
2018 PBGC Rates %
December 1.50%
November 1.50%
October 1.25%
September 1.25%
August 1.25%
July 1.25%
June 1.25%
May 1.25%
April 1.00%
March 1.00%
February 0.75%
January 0.75%
2017 PBGC Rates %
December 0.75%
November 0.75%
October 0.75%
September 0.75%
August 1.00%
July 0.75%
June 1.00%
May 1.00%
April 1.00%
March 1.00%
February 1.00%
January 1.25%
2016 PBGC Rates %
December 0.75%
November 0.50%
October 0.50%
September 0.50%
August 0.50%
July 0.50%
June 0.75%
May 0.75%
April 1.00%
March 1.00%
February 1.25%
January 1.25%
2015 GATT Rates %
December 2.97%
November 3.03%
October 2.89%
September 2.95%
August 2.86%
July 3.07%
June 3.11%
May 2.96%
April 2.59%
March 2.63%
February 2.57%
January 3.46%
Source of Rates: IRS Official GATT Rate Information Tables (https://www.irs.gov/Retirement-Plans/Weighted-Average-Interest-Rate-Table)
2015 PBGC Rates %
December 1.25%
November 1.25%
October 1.25%
September 1.25%
August 1.50%
July 1.25%
June 0.75%
May 0.75%
April 0.75%
March 0.50%
February 1.00%
January 1.00%
Source of Rates: PBGC.gov
http://www.pbgc.gov/prac/interest/monthly.html
HaydenRock Financial 
935 Kings Hwy, Suite 200 Thorofare, NJ 08086 
Phone: (856) 988-9500 | Fax: (856) 988-9508
Securities and Advisory Services Offered through CreativeOne Securities, PLC Member FINRA/SIPC and an Investment Advisor. Haydenrock Financial and CreativeOne LLC are not affiliated.
  • Our Clients
    • Client Account Links
  • CWA Resources
    • Verizon Benefits Connection
    • Fidelity NetBenefits
    • GATT & PBGC Rates
    • U.S. Department of the Treasury Rates
  • About HaydenRock
    • Our Process
    • Our Philosophy
    • Wealth Management
  • Gallery