Pension index increased in July
The WTW Pension Index continued to increase in July 2023, attaining its highest level it has seen since June 2001. Strong investment returns, combined with a small decrease in liabilities as a result of modest increases in discount rates, contributed to raising the end-of-July index to 107.9, an increase of 2.3% 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 – July 2023 | .2 MB |
