This month’s change was a result of an increase in liabilities due to a decrease in discount rates, partially offset by strong investment returns. As a result, the November 30, 2022 index level of 103.4 reflects a decrease of 1.9% 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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| Title | File Type | File Size |
|---|---|---|
| U.S. Pension Finance Watch – November 2022PDF | .1MB |