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Article | U.S. Pension Finance Watch

U.S. Pension Finance Watch – March 2023

Pension index decreased in March

April 5, 2023

The WTW Pension Index declined in March 2023.

The WTW Pension Index declined in March 2023. The decrease was a result of an increase in liabilities due to a decrease in discount rates, partially offset by positive investment returns. As a result, the March 31, 2023 index level of 100.6 reflects a decrease of 0.7% 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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U.S. Pension Finance Watch – March 2023 PDF .1 MB

Christopher Kludy, FSA, MAAA, EA, CFA
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