Pension Finance Update

August 2012 Pension Finance Update

September 04, 2012

Pension sponsors enjoyed modest improvement in funded status in August, due to solid stock market returns and interest rates stabilizing and creeping marginally higher during the month. Overall, sponsors saw funded status improve 1%-2% during August. Download

July 2012 Pension Finance Update

August 01, 2012

July was a month of mixed signals in the financial markets but generally bad news for pension sponsors. Treasury rates declined; however, yields on high-quality corporate bonds dropped even more, reaching record low yields around 4%. Overall, sponsors saw declines of 2%-6% in pension funded status during July, driven by record low corporate bond yields. Download

June 2012 Pension Finance Update

July 01, 2012

While the big news for pension sponsors last week was the passing of funding relief legislation (discussed below), the markets ended the first half of 2012 with a bang. Stocks enjoyed their best day of the year on the last trading day in June, capping the most volatile month of the year in the market, and leaving pension sponsors modestly ahead through the first half of 2012. Download

May 2012 Pension Finance Update

June 01, 2012

Pension sponsors suffered a substantial setback in May – declining stock markets pulled down assets while declining interest rates pushed up liabilities. When the dust settled, gains from the first quarter of 2012 had been wiped out and both “model” plans we track now find themselves in slightly worse shape than at the end of 2011. Download

April 2012 Pension Finance Update

May 03, 2012

According to T.S. Eliot, “April is the cruellest [sic] month.” For pension sponsors in 2012, this is true so far, although “cruel” may be a bit strong. The combination of a modest decline in stocks and lower interest rates resulted in declines in pension funded status during April for both “model” plans we track . Plan A lost about 2% last month but remains 6% ahead of year-end 2011, while Plan B lost 1% during April but is still up 1% so far this year. Download

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