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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Two Colleagues Working Over A Project On A Laptop

The Collaboration Revolution: AI's Role in Benefit Plans

See how AI collaboration helps retirement and health plans — summarizing documents, drafting outreach and checking calculations while people decide.

Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Benefits Technology, Corporate, ATC

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Female Doctor Pushing Senior Woman On Wheelchair

ACA Dollar Amounts and Percentages

We added the 2026 employer shared responsibility penalty, the 2026 affordability percentage and the FPL safe harbor for plan years beginning 1/1/26.

Health, Compliance

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Senior Hikers Enjoying Walk In Autumn Nature

Numbers Retirement Plan Sponsors Need to Know for 2026

Get the 2026 IRS, Social Security and PBGC limits — including handy comparison charts and action steps for retirement plan sponsors to stay compliant.

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.