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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New Standards for Mental Health Parity Under the Final MHPAEA Rules

Please join our webinar on Tuesday, November 19 from 1 pm–2 pm ET to learn specifics behind the final rules and what they mean for your health plan.
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How VAPPs Mitigate Risks of Traditional DB Plans

Get a crash course on Variable Annuity Pension Plans (VAPPs), a retirement plan design that may help address the retirement income gap for Americans.
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Proposed Rules Would Expand ACA Contraceptive Mandate

The Departments are soliciting comments on proposed rules that expand access to coverage of recommended preventive services without cost-sharing.

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.