Pension index increased in October
The WTW Pension Index continued to increase in October 2023, once again reaching its highest level since mid-2001. Reductions in liabilities as a result of further increases in discount rates were slightly offset by negative investment returns, raising the October 31, 2023 index level to 110.5, an increase of 1.1% 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 – October 2023 | .1 MB |
