Key Indicators

Links to the latest statistics related to health care, interest rates, regulatory limits on benefits and contributions, and key maximums related to benefits in our regulatory environment.

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ItemDescription
Applicable Federal Rates (AFRs)Short-term, mid-term, and long-term AFRs.
Consumer Price Index (CPI)
·CPI-U
·CPI-W
Monthly data on changes in the prices paid by consumers for a representative basket of goods and services.
Health Savings Accounts (HSA) limitsLimits on contributions to HSAs, as well as limits on deductibles and out-of-pocket maximums for HDHPs.
Key IRS interest ratesWeighted Average Interest Rates
Composite Corporate Bond Rates
Funding Yield Curve Segment Rates
Minimum Present Value Segment Rates
Monthly Yield Curves
Key maximumsVarious retirement plan limits.
Medicare amountsVarious Medicare cost amounts.
PBGC maximum guaranteed benefitMaximum PBGC guaranteed monthly benefit for terminating plans.
PBGC interest rates
·Lump sums
·Annuities
PBGC interest rates for valuing lump sums and annuities for terminating plans.
PBGC premiumsPBGC premiums for single-employer and multiemployer plans.
Present value of PBGC maximum guaranteeTables of present values of PBGC maximum guaranteed benefits for purposes of benefit restrictions under IRC Section 436(d)(3)(A)(ii).
Retirement Savings Contributions Credit (Saver’s Credit)Available tax credit amounts for making eligible contributions to IRA or employer-sponsored retirement plan.
Social Security key itemsA number of important Social Security items (shown in three sections).