Pension Finance Update

September 2014 Pension Finance Update

October 09, 2014

Stocks retreated in September, but the impact was mostly offset by higher interest rates, which reduced pension liabilities. Three-fourths of the way through 2014, pension finances remain modestly underwater for the year – our traditional ‘Plan A’ is down almost 6%, while the more conservative ‘Plan B’ is down 2%. Download

August 2014 Pension Finance Update

September 02, 2014

Stocks bounced back in August, but lower interest rates offset these gains for pension sponsors, who treaded water during the month. For the year, our traditional ‘Plan A’ remains down 5%, while the more conservative ‘Plan B’ remains down 2%. Download

July 2014 Pension Finance Update

August 12, 2014

Pension sponsors lost a bit of ground in July due to declines in stock prices near month-end. Our traditional ‘Plan A’ lost more than 1% last month, while the more conservative ‘Plan B’ was down less than 1%. For the year through July, both plans are underwater – ‘Plan A’ is down 5% and ‘Plan B’ is down 2%. Download

June 2014 Pension Finance Update

July 01, 2014

Pension sponsors got a boost in June, due to stock market gains and slightly higher interest rates, although both ‘model’ plans we track remain modestly underwater halfway through 2014. Our traditional ‘Plan A’ gained 1% last month and is now down 4% during 2014, while the more conservative ‘Plan B’ is up fractionally in June and is down less than 2% on the year. Download

May 2014 Pension Finance Update

June 02, 2014

Pension sponsors treaded water in May, with both assets and liabilities edging up in tandem for both ‘model’ plans we track . Our traditional ‘Plan A’ remains down 5% during 2014, while the more conservative ‘Plan B’ is down 2% on the year. Download

36-40 of 69<  ...  3  4  5  6  7  8  9  10  11  12  ...  >
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