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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ConnectivITy: Bridging Ideas. Bolstering Innovation. Building Connections.

Take your health and pension plan operations and IT to the next level and learn about the challenges facing benefit organizations today.

Technology, ATC, Benefits Technology, Multiemployer Plans

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New Requirements for Breast and Cervical Cancer Screening

Our insight outlines what group health plan sponsors need to know to comply with these preventive care updates.

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

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Top 10 Compliance Checks to Simplify Annuity Fund Oversight

Our handy tool makes it easy for trustees and multiemployer annuity (DC) fund plan administrators to stay on top of critical compliance steps.

Retirement, Investment, Multiemployer Plans

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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.