The WTW Pension Index has continued its rise to the highest value since late 2000 for November 2024. Positive investment returns more than offset increases in liabilities due to decreases in discount rates, resulting in a November 30, 2024 index level of 120.3, an increase of 1.7% over the prior month.
About the report
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.
