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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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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Diverse Business People Having A Meeting In The Office

Medical Claims Audit Recoups $1 Million for Benefits Fund

After changing claims administrators, a building trades fund found troubling errors — prompting an audit that recovered funds and restored confidence.

Consulting Innovation, Multiemployer Plans, Benefits Technology, Benefits Administration, Benefit Audit Solutions

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Young Asian Woman Flipping Through Stacks Of Documents At The Office

DOL ERISA Enforcement Memo Reflects Changed Priorities

The DOL memo signals a greater focus on fiduciary loyalty, significant harm and clearer guidance — key changes for plan sponsors.

Health, Compliance, Multiemployer Plans, Healthcare Industry, Higher Education, 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.