Pension index increased in May
The WTW Pension Index continued to increase in May 2023. Reduction in liabilities as a result of increases in discount rates, partially offset by negative investment returns, contributed to raising the end-of-May index to 102.5, an increase of 1.7% 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 – May 2023 | .3 MB |
