Phone companies use monthly interest rates to calculate lump sum distributions. The stated PBGC rate is for lump sums over $25,000. Managers are encouraged to call our office for the Quarterly GATT rate. If you would like to discuss how changes in the rates affect your pension or would like to have one of our Financial Advisors calculate your payment choices, simply call our office at (866) 897-8234 or fill out a pension request form.
|Month/Year||GATT Rate||T-Bond Rate||PBGC Rate|
Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory Services offered through Securities America Advisors, Inc., a SEC Registered Investment Advisory firm. LPF Financial Advisors and the Securities America companies are separate entities. The Investment Fiduciary Standard of care applies to advisory services only.
We are registered to sell Securities in the following states: Alabama, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Indiana, Illinois, Kentucky, Maryland, Massachusetts, Michigan, Montana, Nebraska, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio,Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. Arkansas Insurance License #365372 Kris Flammang, #103637 Mark Lurz. California Insurance License #0E12886 Mark Lurz. This is not an offer or solicitation for brokerage services, investment advisory services, or other products or services in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the securities laws or other local laws and regulations of that jurisdiction.