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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Human First Ai Forward

Human First. AI Forward. How to Ignite Innovation and Impact with AI

AI is reshaping business—are you ready? Get clarity & actionable steps in our upcoming webinar.

Technology, Benefits Administration, Communications, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Consulting Innovation, Corporate, Benefits Technology, ATC, Organizational Effectiveness, Health, Retirement

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Multiemployer Pension Plan News for Q4 2025

See Q4 2025’s multiemployer pension plan trends: plan maturity, inflation, compliance updates and strategies for effective participant communications.

Retirement, Communications, Multiemployer Plans

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Q4 2025 Trends Focus: High-Cost Claims

Health plan sponsors can use data-driven strategies, preventive screenings and stop-loss coverage to lower costs and protect plan sustainability.

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

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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.