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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ConnectivITy: Bridging Ideas. Bolstering Innovation. Building Connections.

Take your health and pension plan operations and IT to the next level and learn about the challenges facing benefit organizations today.

Technology, ATC, Benefits Technology, Multiemployer Plans

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Survey Results on 2026 Projected Health Plan Cost Trends

This survey data is invaluable in planning your organization’s 2026 healthcare coverage. Register for our September 9 webinar to see the results.

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

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Considerations for Expanding Small Pension Cash-Out Rules

This article discusses various considerations for trustees of multiemployer plans that may wish to expand their small benefit cash-out rules.

Retirement, Multiemployer Plans

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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.