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Article | U.S. Pension Finance Watch

Pension Finance Watch – May 2022

Pension index increased in May

Investments|Retirement
N/A

June 6, 2022

The WTW Pension Index continued to increase in May to the highest level it has seen since March 2002, despite continued volatility during the month.

Modest investment returns combined with reduction in liabilities due to increases in discount rates contributed to raising the end-of-May index to 97.7, an increase of 0.7% for the month.

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 WTW 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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Christopher Kludy, FSA, MAAA, EA, CFA

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