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Article | U.S. Pension Finance Watch

Pension Finance Watch – October 2021

Pension index rebounded in October

Investments|Retirement
N/A

November 4, 2021

The Willis Towers Watson Pension Index started the third quarter on a positive note, rebounding to levels last seen in the first half of 2021.

This increase was primarily a result of strong investment returns. The index level of 88.1 reflects an increase of 2.1% for October.

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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