Market Moves
US Corporate Pension Funded Status Improves After Equity’s Strong April
Liabilities also increased in the month, and while watching Fed rates closely, more pension plans neared full funding.
Tag: Milliman
Pensions
Volatility Has Little Effect on Public Pension Funded Levels in March
The funded ratio of the 100 largest U.S. public pensions rose despite interest rate hike, banking failures.
Pensions
Corporate Pension Funding Ratios See Slight Increase in February
Volatile equity market performance mostly offset the impact of lower liability values in February, resulting in a modest boost in corporate pension funded ratios.
Pensions
Multiemployer Plan Funded Levels Fall Despite American Rescue Plan Aid
Investment losses dragged aggregate funded levels 12 percentage points lower in 2022.
Pensions
Corporate Pension Funding Posts Small Gain in January
Lower effective yields on 10- and 30-year Treasury bonds, and on corporate credit, decreased the discount rate, offsetting strong equity gains.
Asset Allocation
Public Pension Funded Status Waned as Corporate Plans Thrived in 2022
The funded ratio for the 100 largest public funds dropped to less than 73%, while corporate plans rose to 110%.
Pensions
Poor December Equity Performance Reduces Pension Funding Status
Corporate pension funding statuses marginally retreat from record funding levels to end 2022.
Pensions
Equity Gains Boost U.S. Public Pension Funding Status, Says Milliman
The 100 largest public pensions’ aggregate funded level now totals 74.7%, as of the end of November, advancing from 71.6% the prior month.
Pensions
Strong November for Equities Yields Lower Pension Funding
Most gauges of U.S. corporate pension health remained fully funded in November, even as they dropped from higher levels earlier in the year, data showed.
LDI Push to Lower Stock Exposure Reaches Its Destination
The de-risking trend has seen equities cut in half since 2008, to around 30% of assets, and Milliman thinks that’s where it will stay.
Pensions
“Relief Is No Longer Relief:” Financial-Market Upheaval Overtakes Best Intentions of Pension Legislation
Even with American Rescue Plan Act relief largely unavailable, pension plan balance sheets improved in 2022, causing some corporate plan sponsors to consider adding risk in 2023.
Pensions
U.S. Pension Funding Ratios Continue to Increase
Better equity performance and higher interest rates in October contribute to pensions nearing full funding.
With a Recession Enroute, Should Pension Funds Be Worried?
Maybe not, data from WTW and others show. Despite some losses lately, they remain in resilient shape. Here’s how.
Market Moves
Market Volatility Erases More Than 5 Percentage Points from Public Pension Funded Ratios in September
Investment losses for the 100 largest public pensions ranged from 3.3% to 9.6% during the month.
Pensions
Funding Status of Pensions Increases Marginally Despite Equity Market Downturn
Concluding the September pension watch, two consultants monitored that funding ratios in U.S. plans had eclipsed over 100% funded.