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.

Get the full data

Download Now

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.

See more insights

ConnectivITy: Bridging Ideas. Bolstering Innovation. Building Connections.

Take your health and pension plan operations and IT to the next level and learn about the challenges facing benefit organizations today.

Technology, ATC, Benefits Technology, Multiemployer Plans

Q3 2025 Trends Focus: Specialty Dermatological Drugs

Learn about the rising cost of these drugs, emerging therapies for psoriasis, the biosimilar market and four cost-management strategies.

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

Read Full Insight

Doctor Explaining The Diagnosis To A Girl And Her Father In The Consultation Room

Budget Act Provisions that Affect Employee Benefits

Plan sponsors: Review several parts of the bill, particularly those related to Health Savings Accounts (HSAs) and certain other fringe benefits.

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

Read Full Insight

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.