Pension Finance Update

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

June 2013 Pension Finance Update

June 29, 2013

2013 has been the best first half for pension sponsors this century, hands down. Higher stock prices and higher interest rates have improved funded status by more than 10% this year for a typical sponsor. Even the stock sell-off in June was different from the ‘flight to safety’ drops seen in recent years. This time, it was the sense of an improving economy leading to Fed hints about reining in QE, that spooked investors, who expect higher interest rates if and when the Fed scales back its ‘buyer of last resort’ role. Download

May 2013 Pension Finance Update

June 04, 2013

May was another good month for pension sponsors, with higher interest rates and stock prices improving pension funded status across the board during the month. The two “model” plans we track both saw improvements in funded status last month: traditional “Plan A” was up 5% last month and is now 11% ahead year-to-date, while “Plan B” improved about 2% last month and is up 3% for the year. Download

April 2013 Pension Finance Update

May 06, 2013

After a strong first quarter, pension finances took a step back last month, with lower interest rates pushing pension liabilities up by more than assets, though plans remain solidly ‘in the black’ so far this year. The two “model” plans we track1 both saw funded status decline 1%-2% last month, but, for the year, our traditional “Plan A” is ahead by 6%, while “Plan B” remains about 1% up. Download

51-55 of 71<  ...  6  7  8  9  10  11  12  13  14  15  >
Share this with your Colleagues:

Latest News:

  • Budget deal retirement savings provisions - Read More
  • January 2018 Pension Finance Update - Read More
  • DB funding and 2017 tax planning - Read More
  • PBGC finalizes regulation revising missing participant program - Read More
  • Current outlook – 2017 year in review - Read More
  • Cash Balance Plan Design - Read More
  • ReDefined Benefit Plan™ - Read More