Pension Finance Update

February 2015 Pension Finance Update

March 04, 2015

During February, pension sponsors reversed losses they suffered in January, as both stocks and interest rates moved higher on the month. Both model plans we track gained ground last month – Plan A improved 6%, while Plan B gained 3% – leaving both plans essentially even for the year through February. Download

January 2015 Pension Finance Update

February 05, 2015

Pension sponsors suffered losses in January, due to continued falling interest rates. At month-end, the 30-year Treasury yield was a record low 2.25%. Both model plans we track lost ground last month – Plan A dropped 6% in January, while Plan B slipped 2%. Download

December 2014 Pension Finance Update

January 01, 2015

Pension finances slipped in December, rounding out a difficult year for pension sponsors on the heels of an outstanding 2013. Both model plans we track lost ground last month and for the year – Plan A dropped 2% last month and almost 7% for the year, while Plan B lost almost 1% last month and more than 2% for 2014. Download

November 2014 Pension Finance Update

December 01, 2014

November was another break-even month for pension finances, as asset growth was matched by liability growth. Both model plans we track were flat again last month. For the year, our model Plan A remains down 5%, and model Plan B is off 2%. Download

October 2014 Pension Finance Update

November 03, 2014

In keeping with the spirit of Halloween, October was a scary month for pensions, but, in the end, everything turned out all right. A ‘flight to quality’ (lower stock prices, lower interest rates) took hold during the first half of the month, before largely reversing itself. By month-end, stocks had reached all-time highs, but the gain was neutralized by lower interest rates, producing a wash for pension finances on the month. Through October, plans remain modestly underwater for the year – our traditional ‘Plan A’ has seen its funded ratio decline by more than 5%, while the more conservative ‘Plan B’ is down 2%. Download

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