Pension Finance Update

September 2015 Pension Finance Update

October 01, 2015

September was a rough month for pension sponsors, capping a rough third quarter of 2015. Declining stock markets and lower interest rates hurt pension plans last month, eliminating gains from earlier this year for both model pension plans we track. Plan A lost 4% during September and is now down almost 2% for the year, while Plan B dropped 2% last month and is now basically even for the year through September. Read More

August 2015 Pension Finance Update

September 01, 2015

Fears of a slowdown in China rippled through financial markets in August, producing drops in stock markets around the world and erasing most of the ‘cushion’ pension sponsors had built up during 2015. Both model pension plans we track lost ground in August – Plan A slipped more than 3% and Plan B lost more than 1% on the month – but both plans remain up about 2% on the year through August. Read More

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

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