Pension Finance Update

January 2014 Pension Finance Update

February 04, 2014

After a phenomenal 2013, pension sponsors suffered a reversal in January, driven by lower stock prices and lower interest rates. The two “model” plans we track1 both saw declines in funded status last month – with traditional “Plan A” down 5%, while “Plan B” lost 2%. Download

December 2013 Pension Finance Update

January 03, 2014

One year ago, US pension sponsors faced record underfunding, estimated at $500 billion in total. But a combination of torrid stock markets and rising interest rates erased about $400 billion of underfunding during 2013. The two ‘model’ plans we track each enjoyed tremendous experience, with traditional ‘Plan A’ improving 1% during December and 24% for the year, while the more conservative ‘Plan B’ held steady last month and improved 6% for the year. Download

November 2013 Pension Finance Update

December 02, 2013

November saw a continuation of very good news for pension sponsors, a microcosm of a phenomenal 2013 – driven by rising stock markets and higher interest rates. The two ‘model’ plans we track each saw improvements, with traditional ‘Plan A’ seeing a 3% improvement in funded status, while the more conservative ‘Plan B’ improved almost 1% during November. For the year, Plan A is now up 23% and Plan B is up more than 6%. Download

October 2013 Pension Finance Update

November 01, 2013

Financial markets shook off the government debt imbroglio last month, building on an already outstanding year for pension sponsors. The two ‘model’ plans we track each saw improvements, with traditional ‘Plan A’ and the more conservative ‘Plan B’ both gaining 1% during October. For the year, Plan A has enjoyed an eye-popping 20% improvement in funded status while Plan B is up about 6%. Download

September 2013 Pension Finance Update

October 02, 2013

The good times for pension plans returned in September. The combination of solid returns in the stock market and stable interest rates improved funded status last month. The two ‘model’ plans we track1 each saw improvements, with traditional ‘Plan A’ gaining more than 3% while the more conservative ‘Plan B’ improved 1%. For the year, Plan A has gained an astonishing 19% and Plan B is up almost 5%. Download

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