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.

Get the full data

prism q1 2021 Download Now

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.

See more insights

Two Businessmen Are Discussing During A Meeting In A Modern Office

Pension Plans’ Evolving Journeys to Improved Funded Status

Gain actuarial and investment perspectives on how pension plans work and retirement plan dynamics that support improving funded status.
Business Colleagues Smiling At A Meeting

Pay Equity’s Continued Importance for Culture and Compliance

Pay equity remains essential for compliance and culture. Learn how employers can address disparities and strengthen trust through fair pay practices.
Hispanic Male At A Doctors Appointment With A Black Female Doctor Checking Blood Pressure

Reasons to Consider an On-Site or Near-Site Clinic

On‑site and near‑site clinics can reduce costs, improve access and experience, and deliver ROI while strengthening health and wellness programs.

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.

Don't miss out. Join 16,000 others who already get the latest insights from Segal.