Articles | January 31, 2022
Model Pension Plan Ends 2021 Fully Funded
During the fourth quarter of 2021, the funded status of the model pension plan examined in each issue of Prism rose by 4 percentage points, to 101 percent, as illustrated in the graph below.
This increase in funded status is primarily attributable to a 4 percent increase in assets.
Aspects of investment performance that contributed to the gain in asset value
U.S. equity markets performed very well during the fourth quarter, to close out a third consecutive calendar year of above-20 percent returns. Developed international equities also performed well for the quarter and the year, but trailed U.S. equities for a fourth consecutive quarter.
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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.
