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Article | U.S. Pension Finance Watch

U.S. Pension Finance Watch – December 2022

Pension index decreased in December

January 6, 2023

The WTW Pension Index declined in December 2022.
Investments|Retirement
N/A

The WTW Pension Index declined in December 2022. This month’s change was a result of negative investment returns, partially offset by a decrease in liabilities due to an increase in discount rates. The end-of-December index level of 101.3 reflects a decrease of 2.0% for the month but an increase of 13.0% for the year.

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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