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Article | U.S. Pension Finance Watch

Pension Finance Watch – October 2020

Pension index ticks up in October


November 5, 2020

The Willis Towers Watson Pension Index increased slightly in October; the monthly liability decrease implicit in the model exceeded the asset loss.

The net resulting 0.2% monthly growth brings the index level up to 74.8, which remains almost 4% lower than when the year began.

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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Pension Finance Watch – October 2020 PDF .2 MB

Aaron Weindling, FSA, CFA

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