Median US corporate scheme returns surge

clock

US - The median pension fund for S&P 500 companies returned 16.2% in 2009, the highest level in five years, according to data by Wilshire Consulting.

The 2009 returns mark a sharp turnaround from the -27.4% loss in 2008. The median return in 2007 was 8.2%, 11.2% in 2006, 8.5% in 2005 and 10.8% in 2004. Meanwhile, the media discount rate used to ...

To continue reading this article...

Join Professional Pensions

Become a Professional Pensions Lite Member today

  • Three complimentary articles per month covering the latest real-time news, analysis and opinion from the industry
  • Receive important and breaking news stories via our two daily news alerts
  • Hear from industry experts and other forward-thinking leaders

Are you a trustee, investment consultant or in-house pension and benefit scheme professional? You can apply for full complimentary access here

Join now

 

Already a Professional Pensions
member?

Login

More on Defined Benefit

Partner Insight: The Incredible Bulk - Smashing the 300 Barrier in 2025

Partner Insight: The Incredible Bulk - Smashing the 300 Barrier in 2025

Martin Bird, Senior Partner and Head of Risk Settlement, Aon
clock 18 December 2025 • 5 min read
Partner Insight: Unlocking the value of surpluses - The implications of Aberdeen's landmark deal

Partner Insight: Unlocking the value of surpluses - The implications of Aberdeen's landmark deal

Bina Mistry and Mark Daniel at WTW
clock 18 December 2025 • 3 min read
Partner Insight: Unlocking opportunities - How trustees are navigating surplus reforms and embracing buy-in strategies

Partner Insight: Unlocking opportunities - How trustees are navigating surplus reforms and embracing buy-in strategies

The UK’s DB pensions landscape is entering a transformative phase

Claire Altman, Managing Director of BPA & Individual Retirement at Standard Life
clock 18 December 2025 • 3 min read
Trustpilot