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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Retiree Health Plan Sponsors: 2026 Medicare Part B Premiums Increase

See key premium, deductible and coinsurance changes for 2026, plus practical steps for managing reimbursement, IRMAA changes and plan communications.

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

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Doctor Holding A Digital Tablet Discussing Fertility Benefits With Couple

New Opportunities for Fertility Benefit Coverage

See how new guidance helps group health plan sponsors expand fertility benefits — including excepted benefits, HRAs and cost-saving strategies.

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

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Two Colleagues Working Over A Project On A Laptop

The Collaboration Revolution: AI's Role in Benefit Plans

See how AI collaboration helps retirement and health plans — summarizing documents, drafting outreach and checking calculations while people decide.

Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Benefits Technology, Corporate, ATC

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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.