Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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The Development of a Typical Pension Plan's Funded Status Since 2008 (PDF)
Russell Investments Jan. 19, 2015
"The data ... go back to the start of 2008, a year in which most plans' funded status fell significantly. Since then, there has been some recovery, although it has been sporadic; 2009 and 2010 saw improvements, which were largely given back in 2011. The 'two steps forward, one step back' pattern repeated itself, as 2012 and 2013 were positive, but 2014 saw some of those gains surrendered. Other factors, beyond changes in interest rates and investment returns, also affect funded status, with the most significant being plan sponsor contributions and new benefit accruals. For most plans, the net impact of these factors has been a positive contribution to funded status over the past few years."
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