Pension Finance Update

November 2017 Pension Finance Update

December 01, 2017

Stock markets brought more good news to pension sponsors in November, with a continuation of the remarkably steady bull market of 2017. Both model plans we track saw improvement in funded status last month: traditional Plan A improved 1% and is now up almost 5% for the year, while the more conservative Plan B improved a fraction of 1% in November ahead almost 2% through the first eleven months of 2017. Read More

October 2017 Pension Finance Update

November 01, 2017

The big story for pension sponsors in 2017 so far is the remarkably steady increases in stocks, which have gained ground every month this year, overcoming interest rates that continue to flirt with historic lows. October saw a continuation of this pattern, improving the funded status for both model plans we track . Traditional Plan A improved 1% last month and is now up more than 4% for the year, while the more conservative Plan B improved a fraction of 1% in October and is now ahead 1%-2% through the first ten months of 2017. Read More

September 2017 Pension Finance Update

October 02, 2017

Pensions enjoyed their best month of the year in September, driven by the salutary combination of strong stock markets and rising interest rates. Both model plans we track saw improvements last month – traditional Plan A improved more than 2% and is now up more than 3% for the year, while the more conservative Plan B gained close to 1% in September and is now ahead more than 1% through the first three quarters of 2017. Read More

July 2017 Pension Finance Update

July 31, 2017

Strong stock markets have buoyed pension sponsors this year, overcoming lower interest rates to produce improvements in pension funded status, and July saw a continuation of this trend. Both model plans we track enjoyed modest (less than 1%) improvement last month and remain in the black for the year so far. Traditional Plan A is now up more than 2% this year, while the more conservative Plan B is ahead 1% through the first seven months of 2017. Read More

June 2017 Pension Finance Update

July 02, 2017

Pension sponsors suffered modest declines in funded status last month, due to mixed stock markets and lower long-term interest rates, but both model plans we track have enjoyed modest improvement overall in the first half of 2017. Plan A lost close to 1% last month but is still ahead almost 2% for the year, while Plan B lost a fraction last month but is still up about a half percent during the first half of the year. Read More

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