Pension Finance Update

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

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

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