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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PBM Transparency, Fiduciary Risk & Emerging Compliance Issues: A 2026 Update for Plan Sponsors

A practical webinar for plan sponsors on PBM transparency, fiduciary risk and emerging compliance issues affecting pharmacy benefits.

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

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Evaluating the Impact and Outcomes of Point Solutions

Learn how plan sponsors can evaluate healthcare point solutions by measuring ROI, costs and outcomes using data and clinical evidence.

Health, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Pharmaceutical, Corporate, Cybersecurity Awareness Month, COVID-19, Mental Health

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Pension Plans’ Evolving Journeys to Improved Funded Status

Gain actuarial and investment perspectives on how pension plans work and retirement plan dynamics that support improving funded status.

Retirement, Investment, Multiemployer Plans, Public Sector, Consulting Innovation, 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.