funding ratio – CORPaTH

19 04, 2023

U.S. public pension funding rises in March

CORPaTH2023-04-19T15:52:22-07:00April 19th, 2023|Categories: Pension Funding|Tags: funding ratio, public pensions|

By Rob Kozlowski Source: Pensions & Investments The overall estimated funding ratio of the 100 largest U.S. public pension plans improved to 74.5% as of March 31 from 73.6% a month earlier, according to the Milliman 100 Public Pension Funding index. During the month of March, Milliman estimated that public pension plans had an aggregate investment return of 1.8%, with an estimated range of 0.7% to 2.8%. While February was a down month, strong returns in January contributed to [...]

DB funding remains strong, but transfers remain high risk

CORPaTH2023-05-03T13:50:52-07:00April 11th, 2023|Categories: Defined Benefit Plans|Tags: funding ratio|

By Pádraig Floyd Source: Pensions Expert The March 2023 PPF 7800 index estimates the aggregate surplus of the 5,131 schemes it covers to have decreased over the month to £359.3bn as of March 31, from a surplus of £381.4bn at the end of February, a fall of almost 6 per cent. The funding ratio decreased to 133.2 per cent from 137 per cent over the same period. Total assets were £1.44tn and total liabilities were £1.08tn. There were 4,355 (82 per cent) schemes [...]

Study finds U.S. public pension plans’ average funding ratio reached 77.8% in 2022

CORPaTH2023-02-16T09:56:28-08:00February 16th, 2023|Categories: Defined Benefit Plans|Tags: funding ratio, pension revenue|

Source: Benefits Canada The average funding ratio for U.S. public pension plans increased to 77.8 per cent in 2022 with the majority (68 per cent) of pensions’ revenue coming from investment returns, according to a new survey by the National Conference on Public Employee Retirement Systems. The 12th annual public retirement systems study received responses from 195 state and local government pension funds, which represent more than 19.6 million active and retired members with combined assets exceeding $3 trillion. Across these [...]