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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
April 08, 2009 at 08:00 PM
Investment market gains probably helped the typical large defined benefit pension plan do a little better in March.
The “funded ratio” at a typical plan was 3.5 percentage points higher at the end of the month than at the beginning, according to consultants at Towers Perrin Inc., Stamford, Conn.
A typical large pension plan may have ended March with only 64% of the assets needed to cover pension obligations.
Although the funded ratio was up a little at the end of March, it was still down from about 90% in mid-2008, Towers Perrin actuaries estimate.
Towers Perrin actuaries gauge pension plan health by estimating the performance of a hypothetical benchmark pension plan that invests 60% of its holdings in stocks and 40% in bonds and other fixed-income instruments.
The benchmark portfolio would have enjoyed a 5.5% return on investments in March, along with a 0.6% drop in pension benefit obligations liability, Towers Perrin actuaries report.
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