Archived Insight | January 16, 2020

Funded Status of Pension Plan and More in Q4 2019

During the fourth quarter of 2019 (Q4), the funded status of the model pension plan examined in each issue of Prism rose by 4 percentage points, to 85 percent. 

The last quarter of 2019 also saw the  yield curve—one of the most talked-about pieces of geometry among market watchers, shift slightly. Will that little shimmy lead to a big shake-up for pension plan assets? 

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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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