Pension Finance Update

April 2014 Pension Finance Update

May 01, 2014

April was another down month for pension sponsors, marked by declining interest rates and sluggish stock markets. Both ‘model’ plans we track lost ground last month, with our traditional ‘Plan A’ losing about 2% and the more conservative ‘Plan B’ dropping less than 1% during April. For the year, sponsors have now given back roughly one-fourth of 2013's ‘bounty’ – Plan A is now down 5% during 2014, and Plan B is down more than 2%. Download

March 2014 Pension Finance Update

April 01, 2014

Pension finances deteriorated slightly in March, and both ‘model’ plans we track ended the first quarter of 2014 in modestly negative territory. Traditional ‘Plan A’ lost about 1% last month and is now down almost 4% for the year, and ‘Plan B’ slid less than 1% during March, ending the quarter almost 2% in the red. Download

February 2014 Pension Finance Update

March 03, 2014

After a weak January, pension sponsors enjoyed a modest recovery in funded status during February, with both ‘model’ plans we track seeing asset gains outpace liability growth. Despite the improvement, sponsors remain behind so far in 2014: our traditional ‘Plan A’ improved 2% last month but is down 3% for the year, while ‘Plan B’ gained 1% during February but is still down 1% for 2014. Download Download

January 2014 Pension Finance Update

February 04, 2014

After a phenomenal 2013, pension sponsors suffered a reversal in January, driven by lower stock prices and lower interest rates. The two “model” plans we track1 both saw declines in funded status last month – with traditional “Plan A” down 5%, while “Plan B” lost 2%. Download

December 2013 Pension Finance Update

January 03, 2014

One year ago, US pension sponsors faced record underfunding, estimated at $500 billion in total. But a combination of torrid stock markets and rising interest rates erased about $400 billion of underfunding during 2013. The two ‘model’ plans we track each enjoyed tremendous experience, with traditional ‘Plan A’ improving 1% during December and 24% for the year, while the more conservative ‘Plan B’ held steady last month and improved 6% for the year. Download

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