Archived Insight | January 30, 2020

Prism: Funded Status of Pension Plan and More in Q4 2019

During the fourth quarter of 2019 (Q4), the funded status of the model pension plan examined in each issue of Prism rose by 4 percentage points, to 85 percent.

The last quarter of 2019 also saw the yield curve—one of the most talked-about pieces of geometry among market watchers, shift slightly. Will that little shimmy lead to a big shake-up for pension plan assets?

Download Now

Have questions? We have answers.

See how we can help.

Speak With Us

Changes in the yield curve mean changes in the market?

The yield curve represents the yield rates of bonds with equal credit value but different maturities. To the trained eye, the yield curve can reveal how bond investors feel about risk in the market which—in theory—can help predict which way the economy is headed.

Our year in review

As a pension plan sponsor, you have to keep perspective if you want to safeguard the future of your people, and the new year presents the perfect opportunity to look back on how the market shifted.

Q3 2019

During the third quarter of 2019 (Q3), the funded status of the model pension plan examined in each issue of Prism fell by 5 percentage points, to 81 percent.

Read the Issue

Q2 2019

During the second quarter of 2019 (Q2), the funded status of Prism's model pension plan fell by 2 percentage points, to 86 percent.

Read the Issue

Q1 2019

During the first quarter of 2019 (Q1), the funded status of the model pension plan examined in each issue of Prism rose by 2 percentage points, to 89 percent.

Read the Issue

See more insights

Three Businesspeople Meeting In The Boardroom

Explore What’s Ahead for Fiduciary Liability Insurance

See what’s ahead in fiduciary liability insurance: trends, risk mitigation and renewal prep for plan sponsors, ERISA fiduciaries and insurance buyers.

Insurance, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Corporate

Watch the Webinar

Asia Female Pharmacist Using Digital Tablet While Taking Inventory

New Requirements for PBM Reporting and Fee Disclosures

The Consolidated Appropriations Act of 2026 makes significant reforms to pharmacy benefit manager practices. See the impact on health plan sponsors.

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

Read Full Insight

IRS Issues New Model Notices for Eligible Rollovers

Retirement plan administrators: There are two new model rollover notices for eligible rollover distributions, which you can start using now.

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

Read Full Insight

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.