Pension Finance Update

July 2015 Pension Finance Update

August 03, 2015

Falling interest rates during July increased pension liabilities, producing losses during the month, although both model pension plans we track remain ahead for the year. Plan A lost 2% last month but remains up 5% for the year, while Plan B dropped 1% during July but remains up 2% so far in 2015. Read More

June 2015 Pension Finance Update

July 01, 2015

Higher interest rates produced positive results for pension sponsors in June, and for the first half of 2015 generally. Both model plans we track saw improvements in funded status last month and are solidly above water so far in 2015, with Plan A ahead more than 6%, and Plan B up 3% through June. Download

May 2015 Pension Finance Update

June 04, 2015

Pension sponsors enjoyed another strong month in May, due largely to higher interest rates reducing pension liabilities. Both model plans we track saw improvements in funded status last month and both are now ‘in the black’ for 2015, with Plan A ahead almost 5%, and Plan B up 2%, since 12/31/2014. Download

April 2015 Pension Finance Update

May 04, 2015

April brought some good news for pension sponsors in the form of higher interest rates, which pushed pension liabilities down and improved funding ratios for both model plans we track . Plan A enjoyed a 2% improvement last month, while Plan B gained 1%, and both plans are now even on the year through the first four months. Download

March 2015 Pension Finance Update

April 01, 2015

March was a modestly negative month for pension sponsors, capping a modestly negative first quarter of 2015. Stocks slipped and interest rates edged downward last month, eroding pension funding ratios by less than 1% for both model plans we track . For the year, Plan A is down almost 2%, while the more conservative Plan B is off 1%. Download

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