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Pension Indicator, November 2020
USI Consulting Group and Clearstead Link to more items from this source
Dec. 9, 2020

"[P]lans invested for asset growth returned 8.1%, while LDI light portfolios also performed well, returning 6.6%. Liabilities were also generally higher in the month, with older frozen and cash balance plans up 2.6%–2.8%. More recently frozen plans and those with ongoing benefit accruals experienced liability increases of 4.1% and 5.5%, respectively. Plans with more of a growth orientation that have been frozen for a while may have experienced an increase in funded status of >5% in the month."

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