Your Pension Might Not Be As Well Funded As You Think

December 20, 2016 — Different liability valuation methodologies can result in a meaningful difference in the measurement of plan health, or the funded status.

  • DATE: December 20, 2016
  • TYPE: PDF
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Retirement

Credit Spreads Pose Challenges for Liability-Driven Investments

In 2015, despite higher discount rates, and therefore lower liabilities, the aggregate funded status of America’s largest defined benefit plans increased by only 1%-3%.

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Liability Driven Investing Brochure

We customize our LDI solutions to match the liability profile, goals, and risk tolerance of the plan sponsor.

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