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Article | U.S. Pension Finance Watch

Pension Finance Watch – August 2022

Pension index decreased in August

September 8, 2022

The WTW Pension Index declined slightly in August 2022, remaining at a level comparable to last month’s, and well above June’s.
Investments|Retirement
N/A

This month’s change was due to negative investment returns, almost completely offset by decreases in liabilities. The end-of-August index level of 96.9 reflects a decrease of 0.1% 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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