August 2015 Pension Plan Funding Update

Liabilities have outpaced asset returns 4 of the last 5 years. 2015 seemed like it would be the year for asset returns to shine, but after a volatile August, assets and liabilities both sit at -1.9% for the year. The continued struggle to improve funded status remains an issue for many pension plan CFOs, Treasurers and Boards who are trying to manage and control their funded status volatility.  Once again, a pension plan with a de-risking glide-path would have been able to benefit from this volatility if they added long duration bond investments to their portfolio following the short lived asset outperformance. 

Read more on the current status of pension plan funding here.

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