Upcoming Rates
Companies use monthly interest rates to calculate lump sum distributions. 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 estimated payment choices, simply call our office at (866) 897-8234.
| April 2026 | 4.70% | 4.70% |
| May 2026 | 4.80% | 4.70% |
| June 2026 | 4.84% | 4.84% |
| July 2026 | 4.76% | 4.84% |
| August 2026 | 4.85% | 4.84% |
| September 2026 | 4.91% | 4.91% |
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Information source: FRED - Federal Reserve Economic Data
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