Pension Finance Update

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

August 2013 Pension Finance Update

September 03, 2013

Pension plans saw a modest pullback in August, with asset declines outpacing liability declines. The two ‘model’ plans we track each saw drops in funded status of less than 1% last month, although year-to-date, ‘Plan A’ remains ahead 15% while the more conservative ‘Plan B’ is up almost 4%. Despite the drop in August, pension sponsors continue to enjoy favorable conditions – higher stock markets and higher interest rates – during 2013. Download

July 2013 Pension Finance Update

August 01, 2013

Led by a strong stock market performance, July added to an outstanding first half for pension sponsors in 2013. The two ‘model’ plans we track both saw improvements in funded status last month: traditional ‘Plan A’ was up 3% for July and is now 16% ahead year-to-date, while the more conservative ‘Plan B’ improved 1% last month and is up 4% for the year. Download

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