Pension index increased in February
The WTW Pension Index increased in February 2023, recovering January’s declines. The increase was primarily due to a decrease in liabilities as discount rates increase, partially offset by negative investment returns. As a result, the February 28, 2023 index level of 101.3 reflects an increase of 1.4% for the month.
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.
| Title | File Type | File Size |
|---|---|---|
| U.S. Pension Finance Watch – February 2023 | .1 MB |
