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Sibson Consulting and Segal Marco Advisors' Pension Funding Tracker Shows Funding Increase to Close Out 2017
[February 01, 2018]

Sibson Consulting and Segal Marco Advisors' Pension Funding Tracker Shows Funding Increase to Close Out 2017

The funded status of the model pension plan examined by Sibson Consulting and Segal Marco Advisors went up again by 1 percentage point to 84 percent in the fourth quarter of 2017. The funding increase was due to a 4 percent rise in asset value that offset a slightly smaller 4 percent liability increase.

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(Graphic: Business Wire)

(Graphic: Business Wire)

"Domestic stocks were positive for a ninth consecutive quarter, outperforming developed international stocks but underperforming emerging market stocks," said David Palmerino, vice president with Segal Maro Advisors. "The Fed also maintained a lenient monetary policy, raising the Federal Funds Rate by just a quarter point, from 1.25 to 1.5 percent. All of these aspects contributed to the overall gain in the funded status."

"Plan sponsors should be examining assets, liabilities and funded ratios from the vantage point of both accounting and funding metrics," National Retirement Practice Leader Stewart Lawrence added. "They should start to strategize how they will approach this year, and take a close look at their plan's current risk-mitigation strategy."

To speak with one of our consultants about the model plan, and how it may inform decision-making for employers that have a pension plan, please contact Todd Kohlhepp.

Segal Marco Advisors (, a member of The Segal Group, provides innovative, client-driven consulting advice, outsourcing solutions, proxy voting and corporate governance. Clients include joint boards of trustees administering benefit plans under the Taft-Hartley Act, state and local governments, corporations, non-profit organizations, endowments and foundations. The firm works with financial services firms through Rogerscasey, a Division of Segal Advisors, and with Canadian clients through Segal Rogerscasey Canada.

Sibson Consulting (, another member of The Segal Group, provides strategic human resources solutions to corporate and non-profit employers and professional service firms. Sibson's services include benefits, compensation, human capital management and change management consulting.

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