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Article | U.S. Pension Finance Watch

Pension Finance Watch – July 2021

Pension index dropped again in July

Investments|Retirement
N/A

August 5, 2021

The Willis Towers Watson Pension Index declined for the second consecutive month as liability increases continued to outweigh positive investment returns.

The end-of-July index level of 85.9 reflects a decrease of 0.9% for the month.

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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