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Wiltshire estimates slight increase in aggregate funded ration for US corporate pension plans in May

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The aggregate funded ratio for US corporate pension plans increased by an estimated 0.1 percentage points month-over-month in May to end the month at 94.2 percent, according to Wilshire, a diversified global financial services firm. Through its suite of Outsourced Chief Investment Officer (OCIO) and advisory services, Wilshire assists in ensuring secure and safe retirements for millions of Americans, including those participating in some of the nation’s largest corporate and public retirement plans. 

The monthly change in funding resulted from a 0.6 percentage point increase in asset values partially offset by a 0.7 percentage point increase in liability values. The aggregate funded ratio is estimated to have increased by 6.4 and 13.5 percentage points year-to-date and over the trailing twelve months, respectively. 

“May marks the seventh consecutive month of funded ratio increases, tying for the longest such streak since August 2016 to March 2017, when the funded ratio increased by 7.3 per cent from 75.9 per cent to 83.2 per cent,” states Ned McGuire, Managing Director, Wilshire. “May’s funded ratio is at its highest level since Wilshire has been aggregating data for US corporate pension plans on a monthly basis and since Wilshire’s 2007 corporate funding study on an annual basis.” 

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