Pension Finance Update

March 2013 Pension Finance Update

April 01, 2013

The first quarter of 2013 was welcome news for pension sponsors, marked by strong stock markets (the S&P 500 closed the quarter at a record high, surpassing its previous peak from October 2007) and modestly higher interest rates. The two “model” plans we track both picked up ground during the month and the quarter, with traditional “Plan A” improving by 2% during March and 7% for the year, while “Plan B” improved less than 1% last month and is up about 2% for the year. Download

February 2013 Pension Finance Update

March 11, 2013

After a strong January, pension sponsors suffered a minor pullback in funded status during February, with both “model” plans we track seeing small liability increases edging out even smaller asset growth. Despite the pullback, sponsors remain ahead so far in 2013: our traditional “Plan A” remains up 5% on the year, while “Plan B” has improved 2%. Download

January 2013 Pension Finance Update

February 12, 2013

Pension sponsors enjoyed a strong boost in January, building on improvements seen in the last five months of 2012. The two "model" plans we track both saw improvements in funded status last month - with traditional "Plan A" improving by more than 5%, while "Plan B" gained almost 2%. Download

December 2012 Pension Finance Update

January 01, 2013

Financial markets see-sawed during December, rising on hopes of a resolution of the looming combination of tax increases and spending cuts known as the ‘fiscal cliff’, then falling on fears that no agreement would be found. In the end, hope prevailed despite no agreement, and a New Year’s Eve rally pushed pension funds into positive territory for the year. A combination of higher stocks and higher interest rates improved pension funded status 2%-3% during December. Download

November 2012 Pension Finance Update

December 02, 2012

The election results, and ensuing concern over the looming ‘fiscal cliff’, made for a volatile month in securities markets in November. Stocks slid 5% in the first half of the month before bouncing back to end the month in the black. Interest rates were mixed, with Treasuries declining while corporate yields edged up. The combination produced modest good news for pension sponsors, who saw funded status improve 1%-2% during the month and are now down 1%-3% so far in 2012. Download

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