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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Depressed Man Visits To Virtual Psychotherapis

5 Key Considerations for Behavioral Health Solutions

Learn about a systematic strategy to help you make confident choices.

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

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Model Pension Plan’s Fully Funded Status Decreases 2 Points

In Q1 2026, the funded status of our model private sector single-employer pension plan fell 2 points to 107%. Download Prism to see why.

Retirement, Corporate

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Mom On Phone Searching Health Information

Q2 2026 Trends Focus: AI in Healthcare

Learn how AI trends are influencing healthcare costs, participant experience and oversight — and what health plan sponsors should watch next.

Communications, Technology, Health, Multiemployer Plans, Public Sector, Healthcare Industry, Corporate, Artificial Intelligence, Higher Education

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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.