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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Senior Pharmacist And Young Black Woman Using Touchpad In A Pharmacy

PBM Audit Recovers $4.6M in Rx Discounts and Rebates

See how a benefits audit helped a health plan recover $4.6 million in undistributed Rx discounts and rebates from its pharmacy benefit manager (PBM).

Health, Pharmaceutical, Benefit Audit Solutions, Public Sector

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Model Pension Plan’s Funded Status Increases by 5 Points

In Q4 2024, the funded status of our model private sector single-employer pension plan rose 5 points to 110%. Learn why in the latest Prism.

Retirement, Investment, Corporate

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Patient Making Payment With A Credit Card Reader Machine In Modern Clinic

Executive Order Targets Better Healthcare Price Transparency

Sponsors of group health plans should ensure plans comply with existing transparency requirements. New enforcement actions are likely.

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