Due to a decrease in rates, funded status fell 2.7% this month from 88.1% to 85.4%.
Due to interest rates and growth assets, funded status fell 3.5% this month from 91% to 87.5%.
Funded status rose 1.9% this month due to interest rates and growth assets.
Due to hedge portfolios and growth assets, funded status fell .4% this month from 88.5% to 88.1%.
Due to a 30 bps decrease in discount rates, funded status fell 1.3% this month from 90.4% to 89.1%
Due to hedge portfolios and growth assets, funded status rose 1% this month from 87.5% to 88.5%.
This month marks the largest monthly funded status decrease since January 2016.
November marked the 10 year anniversary of the widest corporate bond spreads on record.
Explore this month’s report where we see the highest funded status level achieved since December 2012.
A breakdown of what you need to watch this month as you consider investment implications for your pension plan.