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Article | U.S. Pension Finance Watch

Pension Finance Watch – May 2021

Pension index ticks slightly upward in May

Investments|Retirement
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June 7, 2021

The Willis Towers Watson Pension Index is off to a positive start in 2021 with five consecutive months of increases.

While this month’s 2 basis point increase was negligible after rounding, the index continues its 9-month upward trend with its current level remaining at 88.6.

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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Christopher Kludy, FSA, MAAA, EA, CFA

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