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Wilshire Consulting estimates slight increase in funded ratio for US corporate pension plans

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The aggregate funded ratio for US corporate pension plans increased by 0.3 percentage points to end the month of June at 88.7 per cent, which is up 6.1 percentage points over the trailing twelve months, according to Wilshire Consulting.

The monthly change in funding resulted from a 0.8 per cent decrease in liability values partially offset by a 0.5per cent decrease in asset values. The aggregate funded ratio is up 1.5 and 4.1 percentage points for the quarter and year-to-date, respectively. 
 
“June saw funded ratios increase due to rising corporate bond yields and positive US equity returns,” says Ned McGuire (pictured), Managing Director and a member of the Pension Risk Solutions Group of Wilshire Consulting. “June’s 0.3 percentage point increase in funding brings the aggregate funded ratio close to a high point for the year. The increase in funding was led by a decrease in liability values that resulted from an increase in the bond yields used to value pension liabilities.”

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