Pension Finance Update

October 2016 Pension Finance Update

November 01, 2016

October was a down month for investors, but pension sponsors were able to tread water, as the impact of higher interest rates on pension liabilities offset asset losses. Both model pension plans we track saw basically flat results on the month. Through October, Plan A is down almost 5% and the more conservative Plan B is down almost 1% on the year: Read More

September 2016 Pension Finance Update

October 03, 2016

Pensions enjoyed modest improvement in funded status last month, but remain underwater during 2016 through three quarters. Both model pension plans we track improved by less than 1% in September. For the year, Plan A is down 5% and the more conservative Plan B is down less than 1%. Read More

August 2016 Pension Finance Update

September 02, 2016

August was an uneventful month for pension finance. Both model pension plans we track saw basically no change in pension funded status during the month. Through August, Plan A remains down 6% for the year, and the more conservative Plan B remains down 1% Read More

July 2016 Pension Finance Update

August 01, 2016

July was a mixed month for pension sponsors. On one hand, interest rates ended the month at all-time low levels, pushing up pension liabilities. On the other hand, stock markets posted solid gains for the month and are now in healthy positive territory for the year. Overall, the news was good for both model pension plans we track – Plan A improved 2% last month but remains down 6% for the year through July, while Plan B gained 1% and is now down just 1% for 2016 so far: Read More

June 2016 Pension Finance Update

July 01, 2016

Financial markets have been roiled in the past week by Brexit, adding to pain pension sponsors had already been suffering this year. Both model pension plans we track suffered setbacks in June – Plan A lost 4% last month, while Plan B was off 2%. Through the first half of 2016, Plan A is now down 10% and Plan B is down 5% Read More

11-15 of 69<  1  2  3  4  5  6  7  8  9  10  ...  >
Share this with your Colleagues:

Latest News:

  • November 2017 Pension Finance Update - Read More
  • Current outlook – November 2017 - Read More
  • Latest SOA analysis shows year-over-year increase in mortality - Read More
  • October 2017 Pension Finance Update - Read More
  • Current pension outlook – October 2017 - Read More
  • Cash Balance Plan Design - Read More
  • ReDefined Benefit Plan™ - Read More