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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Webinar: How Do State Employee Health Benefits Compare?

See how your state employee health benefits compare to your peers. Our May 1 webinar features insights on health plans in all 50 states.

Health, Public Sector

Webinar replay

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DOL Seeks Voluntary Data for New Lost and Found Registry

Private sector retirement plans: Learn about legal risks and data collection challenges with the DOL's new Lost and Found Registry

Retirement, Compliance, Multiemployer Plans, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Corporate, ERISA@50

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The Era of Financial Well-Being Is Here

Learn how financial well-being benefits help employees reduce financial stress and save for retirement in the latest Retirement Plan Insider podcast.

Retirement, Podcast

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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.