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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Treasury Proposes Rule on Automatic Enrollment

Sponsors of "new" 401(k) and 403(b) plans: Learn about this guidance so you can decide whether to comment by the March 17, 2025 deadline.

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

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2025 PBGC Premium Filing Is Due One Month Earlier

See the new filing date based on your plan year start date.

Retirement, Compliance, Multiemployer Plans, Healthcare Industry, Higher Education, Architecture Engineering & Construction

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Social Security Benefits Will Rise for Some Retirees

Sponsors of Public Sector Plans: Learn About the Implications of the Social Security Fairness Act of 2024

Compliance, Retirement, Public Sector

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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.