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Article | U.S. Pension Finance Watch

Pension Finance Watch – September 2020

Pension index slips in September

Investments|Retirement
N/A

October 6, 2020

The Willis Towers Watson Pension Index lost ground in September; the month’s asset losses outweighed its liability decreases.

The resulting 1.6% monthly decrease brings the index level down to 74.6, which nonetheless represents a 4 percent increase for the third quarter.

About this 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 Willis Towers Watson 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.

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Aaron Weindling, FSA, CFA

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