The WTW Pension Index increased in January 2024. The increase was largely driven by the rise in discount rates during the first month of 2024, supplemented somewhat by investment gains. The January 31, 2024 index level of 108.8 reflects an increase of 1.2% 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.
|U.S. Pension Finance Watch – January 2024