29 CFR Appendix C to Part 4044, Loading Assumptions

Appendix C to Part 4044 - Loading Assumptions
If the total value of the plan's benefit liabilities (as defined in 29 U.S.C. § 1301(a)(16) ), exclusive of the loading charge, is - The loading charge equals -
greater than but less than or equal to
$0 $200,000 5% of the total value of the plan's benefits, plus $200 for each plan participant.
$200,000 $10,000, plus a percentage of the excess of the total value over $200,000, plus $200 for each plan participant; the percentage is equal to 1% [(P%−7.50%)/10], where P% is the initial rate, expressed as a percentage, set forth in appendix B of this part for the valuation of benefits.
[ 61 FR 34059, July 1, 1996, as amended at 65 FR 14753, Mar. 17, 2000]

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United States Code

Title 29 published on 13-Apr-2017 04:09

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

  • 2017-03-15; vol. 82 # 49 - Wednesday, March 15, 2017
    1. 82 FR 13755 - 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
      Final rule.
      Effective April 1, 2017.
      29 CFR Parts 4022 and 4044