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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Final Rule on Healthcare Transparency in Coverage

Learn how the Transparency in Coverage final rule affects disclosure requirements, price comparison tools and implementation planning.
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Designing and Negotiating Affordable Pharmacy Benefits

Learn how health plan sponsors can improve pharmacy benefit value through PBM contracting, formulary management and clinical oversight.
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Many Retirement Plans Must Be Amended by December 31, 2026

Learn which retirement plans must be amended by December 31, 2026 and how SECURE Act discretionary and required amendments differ.

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.