Q1 2017 Prism: Pension Funding Tracker

Q1 2017 Prism: Pension Funding Tracker

After rallying late last year, pension funding levels continued to rise in the first quarter of Q1 2017.

In this issue, you’ll learn:

  • How Q1 investment performance contributed to a 4 percent asset increase for the model pension plan;
  • How changes in the yield curve during the quarter increased the model plan’s liability by about 1 percent;
  • The impact of these changes on the model plan’s funded status; and
  • How deterministic and asset-liability modeling can help you measure the risks to your own plan stemming from recent changes in its assets, liabilities and funded ratio.

Segal Marco Advisors and Sibson Consulting examine the effects of changes in the assets and liabilities of a model defined benefit plan on its funded ratio over the four most recent quarters.

To learn more about mitigating risk in your pension plan, contact your Segal Marco Advisors or Sibson consultant. 

Report — May 2017

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