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Article | U.S. Pension Finance Watch

U.S. Pension Finance Watch – October 2022

Pension index increased in October

November 4, 2022

The WTW Pension Index in October 2022 increased to the highest level it has seen in over two decades, despite the volatility seen in the month.
Investments|Retirement
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Strong investment returns were combined with the reduction in liabilities due to a continued increase in discount rates. As a result, the end-of-October index level of 105.4 reflects an increase of 8.7% for the month. This is the first time the hypothetical plan represented by the index has achieved full funding since March 2002.

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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