Archived Insight | October 23, 2019

Pension Plan Funded Status Dives as Interest Rates Plummet in Q3 2019

During the third quarter of 2019 (Q3), the funded status of the model pension plan examined in each issue of Prism fell by 5 percentage points, to 81 percent. This is a result of a 1 percent asset gain offset by a 7 percent increase in liabilities. The sharp rise in liabilities is attributable to a decrease in high quality corporate yields.

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The information and opinions herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. This article and the data and analysis herein is intended for general education only and not as investment advice. It is not intended for use as a basis for investment decisions, nor should it be construed as advice designed to meet the needs of any particular investor. On all matters involving legal interpretations and regulatory issues, investors should consult legal counsel.

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