29 CFR Part 4044, Appendix D to Part 4044 - Tables Used To Determine Expected Retirement Age

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View PDF at GPO Pt. 4044, App. D
Appendix D to Part 4044—Tables Used To Determine Expected Retirement Age
Table I-12— Selection of Retirement Rate Category
[For plans with valuation dates after December 31, 2011, and before January 1, 2013]
If participant reaches URA in year— Participant's Retirement Rate Category is—
Low 1 if monthly benefit at URA is less than— Medium 2 if monthly benefit at URA is— High 3 if monthly benefit at URA is greater than—
From— To—
1 Table II-A.
2 Table II-B.
3 Table II-C.
2013 575 575 2,431 2,431
2014 586 586 2,477 2,477
2015 598 598 2,527 2,527
2016 610 610 2,577 2,577
2017 623 623 2,632 2,632
2018 636 636 2,687 2,687
2019 649 649 2,743 2,743
2020 663 663 2,801 2,801
2021 677 677 2,860 2,860
2022 or later 691 691 2,920 2,920
[76 FR 74699, Dec. 1, 2011]
Table II-A—Expected Retirement Ages for Individuals in the Low Category
Participant's earliest retirement age at valuation date. Unreduced retirement age
60 61 62 63 64 65 66 67 68 69 70
42 53 53 53 54 54 54 54 54 54 54 54
43 53 54 54 54 55 55 55 55 55 55 55
44 54 54 55 55 55 55 55 56 56 56 56
45 54 55 55 56 56 56 56 56 56 56 56
46 55 55 56 56 56 57 57 57 57 57 57
47 56 56 56 57 57 57 57 57 57 57 57
48 56 57 57 57 58 58 58 58 58 58 58
49 56 57 58 58 58 58 59 59 59 59 59
50 57 57 58 58 59 59 59 59 59 59 59
51 57 58 58 59 59 60 60 60 60 60 60
52 58 58 59 59 60 60 60 60 60 60 60
53 58 59 59 60 60 61 61 61 61 61 61
54 58 59 60 60 61 61 61 61 61 61 61
55 59 59 60 61 61 61 62 62 62 62 62
56 59 60 60 61 61 62 62 62 62 62 62
57 59 60 61 61 62 62 62 62 62 62 62
58 59 60 61 61 62 62 63 63 63 63 63
59 59 60 61 62 62 63 63 63 63 63 63
60 60 60 61 62 62 63 63 63 63 63 63
61 61 61 62 63 63 63 63 64 64 64
62 62 62 63 63 63 64 64 64 64
63 63 63 64 64 65 65 65 65
64 64 64 65 65 65 65 65
65 65 65 65 65 65 65
66 66 66 66 66 66
67 67 67 67 67
68 68 68 68
69 69 69
70 70
Table II-B—Expected Retirement Ages for Individuals in the Medium Category
Participant's earliest retirement age at valuation date Unreduced retirement age
60 61 62 63 64 65 66 67 68 69 70
42 49 49 49 49 49 49 49 49 49 49 49
43 50 50 50 50 50 50 50 50 50 50 50
44 50 51 51 51 51 51 51 51 51 51 51
45 51 51 52 52 52 52 52 52 52 52 52
46 52 52 52 53 53 53 53 53 53 53 53
47 53 53 53 53 53 54 54 54 54 54 54
48 54 54 54 54 54 54 54 54 54 54 54
49 54 55 55 55 55 55 55 55 55 55 55
50 55 55 56 56 56 56 56 56 56 56 56
51 56 56 56 57 57 57 57 57 57 57 57
52 56 57 57 57 57 58 58 58 58 58 58
53 57 57 58 58 58 58 58 58 58 58 58
54 57 58 58 59 59 59 59 59 59 59 59
55 58 58 59 59 59 60 60 60 60 60 60
56 58 59 59 60 60 60 60 60 60 60 60
57 59 59 60 60 61 61 61 61 61 61 61
58 59 60 60 61 61 61 61 61 61 61 61
59 59 60 61 61 62 62 62 62 62 62 62
60 60 60 61 62 62 62 62 62 62 62 62
61 61 61 62 62 63 63 63 63 63 63
62 62 62 62 63 63 63 63 63 63
63 63 63 64 64 64 64 64 64
64 64 64 64 64 64 64 64
65 65 65 65 65 65 65
66 66 66 66 66 66
67 67 67 67 67
68 68 68 68
69 69 69
70 70
Table II-C—Expected Retirement Ages for Individuals in the High Category
Participant's earliest retirement age at valuation date. Unreduced retirement age
60 61 62 63 64 65 66 67 68 69 70
42 46 46 46 46 46 47 47 47 47 47 47
43 47 47 47 47 47 47 47 47 47 47 47
44 48 48 48 48 48 48 48 48 48 48 48
45 49 49 49 49 49 49 49 49 49 49 49
46 50 50 50 50 50 50 50 50 50 50 50
47 51 51 51 51 51 51 51 51 51 51 51
48 52 52 52 52 52 52 52 52 52 52 52
49 53 53 53 53 53 53 53 53 53 53 53
50 54 54 54 54 54 54 54 54 54 54 54
51 54 55 55 55 55 55 55 55 55 55 55
52 55 55 56 56 56 56 56 56 56 56 56
53 56 56 56 57 57 57 57 57 57 57 57
54 57 57 57 57 57 58 58 58 58 58 58
55 57 58 58 58 58 58 58 58 58 58 58
56 58 58 59 59 59 59 59 59 59 59 59
57 58 59 59 60 60 60 60 60 60 60 60
58 59 59 60 60 60 60 61 61 61 61 61
59 59 60 60 61 61 61 61 61 61 61 61
60 60 60 61 61 61 62 62 62 62 62 62
61 61 61 62 62 62 62 62 62 62 62
62 62 62 62 62 62 62 62 62 62
63 63 63 63 64 64 64 64 64
64 64 64 64 64 64 64 64
65 65 65 65 65 65 65
66 66 66 66 66 66
67 67 67 67 67
68 68 68 68
69 69 69
70 70
[61 FR 34059, July 1, 1996; 61 FR 36626, July 12, 1996, as amended at 61 FR 65476, Dec. 13, 1996; 62 FR 65611, Dec. 15, 1997; 63 FR 63180, Nov. 12, 1998; 64 FR 67165, Dec. 1, 1999; 65 FR 75166, Dec. 1, 2000; 66 FR 59695, Nov. 30, 2001; 67 FR 71472, Dec. 2, 2002; 68 FR 67034, Dec. 1, 2003; 69 FR 69822, Dec. 1, 2004; 70 FR 72076, Dec. 1, 2005; 71 FR 69482, Dec. 1, 2006; 72 FR 67645, Nov. 30, 2007; 73 FR 72717, Dec. 1, 2008; 74 FR 62698, Dec. 1, 2009; 75 FR 74622, Dec. 1, 2010]

Title 29 published on 2013-07-01

The following are only the Rules published in the Federal Register after the published date of Title 29.

For a complete list of all Rules, Proposed Rules, and Notices view the Rulemaking tab.

  • 2014-06-13; vol. 79 # 114 - Friday, June 13, 2014
    1. 79 FR 33860 - Allocation of Assets in Single-Employer Plans; Benefits Payable in Terminated Single-Employer Plans; Interest Assumptions for Valuing and Paying Benefits
      GPO FDSys XML | Text
      PENSION BENEFIT GUARANTY CORPORATION
      Final rule.
      Effective July 1, 2014.
      29 CFR Parts 4022 and 4044

Title 29 published on 2013-07-01

The following are ALL rules, proposed rules, and notices (chronologically) published in the Federal Register relating to 29 CFR 4044 after this date.

  • 2014-06-13; vol. 79 # 114 - Friday, June 13, 2014
    1. 79 FR 33860 - Allocation of Assets in Single-Employer Plans; Benefits Payable in Terminated Single-Employer Plans; Interest Assumptions for Valuing and Paying Benefits
      GPO FDSys XML | Text
      PENSION BENEFIT GUARANTY CORPORATION
      Final rule.
      Effective July 1, 2014.
      29 CFR Parts 4022 and 4044