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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2026 IT Summit

Beyond the Horizon — 20 Years of Progress and the Journey Continues

Connect with peers at the 2026 IT Summit and learn how technology, AI and operations are shaping the future of health and pension plan administration.

Benefits Technology, ATC, Technology

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Senior Woman Uses A Laptop At Home

Meeting the Moment: Helping People Navigate Change at Open Enrollment

Discover practical open enrollment communication strategies that help employees understand options, make informed decisions and take action.

Benefits Administration, Technology, Consulting Innovation, Benefits Technology, Artificial Intelligence, Mental Health, Corporate, Health, Retirement, Communications

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A Loving Couple In Their Golden Years Shares Laughter Over Coffee

VAPPs Can Help Rethink Defined Benefit Pension Plan Design

VAPPs can help funded pension plans balance risk, support retirement income and create a more sustainable path forward.

Benefits Administration, Consulting Innovation, Investment, Multiemployer Plans, Retirement

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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.