Pension index increased in September
The WTW Pension Index increased again in September 2023 after a slight decrease last month, reaching its highest level in over 20 years. Reductions in liabilities due to increases in discount rates were somewhat offset by negative investment returns, bringing the September 30, 2023 index level to 109.4, an increase of 1.4% over 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 – September 2023 | .2 MB |
