Articles | 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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SECURE 2.0: What Plan Sponsors Need to Know

Watch our webinar on what SECURE 2.0 means for financial security and emergency savings.

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

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The End of COVID-19 Emergencies

Watch our March 16 webinar on the impact of the end of the COVID-19 national and public health emergencies.

Health, COVID-19, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Corporate

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How Employee Benefit Programs Can Support Your DEI Efforts

Learn five questions to help integrate benefits into your DEI strategy.

DEI, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Corporate, Organizational Effectiveness

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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.

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