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Article | U.S. Pension Finance Watch

Pension Finance Watch – July 2022

Pension index increased in July

Investments|Retirement
N/A

August 4, 2022

The WTW Pension Index started the third quarter on a positive note, recovering most of June’s declines.

The increase was primarily due to strong investment returns, partially offset by the impact of decreased discount rates. The end-of-July index level of 97.0 reflects an increase of 2.4% 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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