Archived Insight | May 5, 2021

Pension Plan Funded Status Increases as Interest Rates Rise

During the first quarter of 2021 (Q1), the funded status of the model pension plan examined in each issue of Prism improved by 12 percentage points, up to 100 percent. This issue of Prism explores the reasons behind this increase, and what plan sponsors should examine in their own defined benefit plans.

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Examine your own DB plan’s experience

Plan sponsors should examine changes in their own DB plans’ assets, liabilities and funded ratios from the vantage point of both accounting and funding metrics.

We can help employers project their DB plans’ funded ratios with a complete view of the range of a plan’s possible future statuses, presenting early warning signs of potential challenges.

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"Techsploring" the Possibilities: Adapting to an Evolving Benefit Fund Office Landscape

Join us at an important summit, full of timely and useful information to support your fund’s future administration needs and goals.

Multiemployer Plans, Technology, Benefits Technology, ATC

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Strong Investment Returns Lead to Improvement in Zone Status

See an infographic of key findings from our latest survey of multiemployer pension plans showing 75% are in the green zone as of 1/1/24 — and more.

Retirement, Multiemployer Plans

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New HIPAA Rule Will Require Updates to Policies and Notices

Prepare to comply by December 23, 2024: New HIPAA rule on protections for PHI related to lawful reproductive healthcare

Health, Compliance, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Corporate

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This page is for informational purposes only and does not constitute legal, tax or investment advice. You are encouraged to discuss the issues raised here with your legal, tax and other advisors before determining how the issues apply to your specific situations.