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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Male Therapist Encourages Distressed Male Veteran

MHPAEA Litigation and Enforcement News

See the Mental Health Parity and Addiction Equity Act (MHPAEA) litigation on hold and enforcement considerations, plus next steps for plan sponsors.

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

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Worried Mature Man Calculating Domestic Bills At Home

Most Plans Remain Green as 2025 Brings Market Uncertainty

How did multiemployer pension plans perform in 2024? Find out in our infographic illustrating key data from Segal’s survey of 181 calendar-year plans.

Retirement, Multiemployer Plans

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Businesswoman Reviewing Finance Charts In The Office

Model Pension Plan's Funded Status Decreases by 3 Points

In Q1 2025, the funded status of our model private sector single-employer pension plan fell 3 points to 107%. Learn why in the latest Prism.

Retirement, Investment, 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.