Pension Finance Update

March 2017 Pension Finance Update

April 02, 2017

The short version is: good month, good quarter. Pension sponsors made it three for three so far in 2017 with another modestly positive month for pension finance. Stocks gained a bit last month, while interest rates also edged up, shaving pension liabilities. Both model pension plans we track gained ground again in March: Plan A improved 1% and is now up 3% this year, while Plan B added a fraction and is now up 1% through the first quarter of 2017. Read More

February 2017 Pension Finance Update

March 07, 2017

Pension sponsors enjoyed a second month of modest improvement in finances during February on the strength of strong stock markets. Both model pension plans we track gained ground again last month: Plan A improved 1% in February and is now up 2% this year, while Plan B added a fraction and is now up almost 1% total through the first two months of the year: Read More

January 2017 Pension Finance Update

February 14, 2017

Pension sponsors enjoyed a modest boost in January on the strength of higher stock markets and steady interest rates during the month. Both model pension plans we track were up last month: Plan A gained a bit more than 1%, while Plan B gained less than 1%: Read More

December 2016 Pension Finance Update

January 03, 2017

For pension finance, the story of 2016 can read two different ways. If you fell asleep at the end of 2015 and just woke up today, it looks like a ho-hum year, in which both assets and liabilities grew by single digits, with asset growth slightly edging out liability increases. But if you followed daily market movements, 2016 was a harrowing ride, which saw funded status decline by 7% in the first half of the year before improving 8% in the second half. For the $2 trillion pension market in the US, this amounts to a loss of about ... Read More

November 2016 Pension Finance Update

December 01, 2016

Well, that was a weird month. It started with the Cubs winning the World Series and ended as the best month for pension sponsors this year. In-between, we had a presidential election with a surprising outcome. So…pensions. Both model pension plans we track enjoyed strong improvements in funded status during November – Plan A improved by 5% and Plan B by more than 1% last month – pushing both plans into positive territory for the year, up almost 1%. Read More

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