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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Another 8-Point Jump in Model Pension Plan's Funded Status

In Q3 2026, the funded status of our model private sector single-employer pension plan rose another 8 points to 118%. Download Prism to see why.

Retirement, Corporate

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How to Use Storytelling to Build Trust

Discover practical ways to use employee stories, leader experiences and testimonials to build trust during organizational change.

Corporate, Benefits Administration, Communications, Pharmaceutical, Benefits Technology

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How Phishing Awareness Training Stopped a Sophisticated Email Attack

A multiemployer benefits fund office avoided a cybersecurity incident when trained employees quickly identified and reported a phishing email.

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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.