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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Explore What’s Ahead for Fiduciary Liability Insurance

See what’s ahead in fiduciary liability insurance: trends, risk mitigation and renewal prep for plan sponsors, ERISA fiduciaries and insurance buyers.

Insurance, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Corporate

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New Requirements for PBM Reporting and Fee Disclosures

The Consolidated Appropriations Act of 2026 makes significant reforms to pharmacy benefit manager practices. See the impact on health plan sponsors.

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

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IRS Issues New Model Notices for Eligible Rollovers

Retirement plan administrators: There are two new model rollover notices for eligible rollover distributions, which you can start using now.

Retirement, Compliance, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, 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.