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Article | U.S. Pension Finance Watch

Pension Finance Watch – December 2021

Pension index increased in December

January 6, 2022

The Willis Towers Watson Pension Index ended the year on a positive note, increasing to levels not seen since May 2008.
Investments|Retirement
N/A

The end-of-December index level of 89.6 reflects an increase of 4.1% for the month and 14.2% for the year.

About this report

Pension Finance Watch is designed to support our clients in the ongoing financial management of their U.S. retirement plans. The report tracks the value of the Willis Towers Watson Pension Index in a series that was initiated in 1990.

The index reflects the asset/liability performance of a hypothetical benchmark pension plan, and provides an indicator of capital market effects on pension plan financing. Individual plan results will vary based on such factors as portfolio composition, investment management strategy, liability characteristics and contribution policy.

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Pension Finance Watch – December 2021 PDF .4 MB
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Christopher Kludy, FSA, MAAA, EA, CFA
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