Pension Finance Update

January 2018 Pension Finance Update

February 01, 2018

2018 started out with a bang for pension sponsors, with both stock markets and interest rates moving higher, producing the best month for pension finance in almost three years. Both model pension plans we track were up last month: Plan A gained 5%, while Plan B gained more than 1%: Read More

December 2017 Pension Finance Update

January 01, 2018

Pension funded status dipped in December, but most plans enjoyed improved funded status for the year. Stock markets enjoyed their best year since 2013, but long-term interest rates pushed remorselessly lower and credit spreads narrowed to lows not seen since before the 2008 financial crisis, driving up pension liabilities. Read More

November 2017 Pension Finance Update

November 30, 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

October 31, 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

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