Why Does My Funded Status Keep Going Down?

August 1, 2013

In the summer issue of Confero Magazine, Erica Harper writes about the 2012 phenomenon experienced by many pension plan sponsors who watched their funded status decrease in a year with big gains in the stock market. This article explains what happened and how a liability-driven investing (LDI) approach can address this dilemma. Check out her article, “With Markets Going Up, Why Does My Funded Status Keep Going Down?” If you’d like to learn more about an LDI approach for your pension plan, please contact us at info@harperdanesh.com or call us at 585-319-4218.

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