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Article | U.S. Pension Finance Watch

Pension Finance Watch – September 2021

Pension index dropped in September

Investments|Retirement
N/A

October 6, 2021

The Willis Towers Watson Pension Index ended the third quarter slightly down from the second quarter, erasing the progress it had made through August, 2021.

This was due to negative investment returns outweighing gains in liabilities. The end-of-September index level of 86.3 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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Pension Finance Watch – September 2021 PDF .4 MB
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Christopher Kludy, FSA, MAAA, EA, CFA

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