Since 2008, the recovery in funded status has been sporadic, following a pattern that can loosely be described as “two steps forward, one step back.” Russell Investments tracks monthly liability-driven investing (LDI) data that measures short-term changes in two representative plans’ funded status due to variations in interest rates and investment returns. What does the longer-term pattern show?

This paper examines what the longer-term pattern shows for a typical pension plan’s funded status.

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