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Article | U.S. Pension Finance Watch

U.S. Pension Finance Watch – September 2022

October 6, 2022

The WTW Pension Index increased slightly in September 2022, recovering the losses incurred last month and reverting back to July’s level.
Investments|Retirement
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The WTW Pension Index increased slightly in September 2022, recovering the losses incurred last month and reverting back to July’s level. This month’s change was due to a decrease in liabilities, almost completely offset by negative investment returns. The end-of-September index level of 97.0 reflects an increase 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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