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

Middle East conflict leads to drop in DB scheme funding, Broadstone finds

Middle East conflict leads to drop in DB scheme funding, Broadstone finds

Sirius Index shows ongoing conflict in the Middle East caused a decline in funding levels

Martin Richmond
clock 10 April 2026 • 2 min read
Partner Insight: What really matters to pension trustees when choosing a buy-in or buy-out partner?

Partner Insight: What really matters to pension trustees when choosing a buy-in or buy-out partner?

Alexa Mitterhuber - Director, Pension Risk Transfer, Standard Life
clock 09 April 2026 • 3 min read
Geopolitical volatility makes covenant reliability an important focus for trustees

Geopolitical volatility makes covenant reliability an important focus for trustees

Trustees urged to understand importance of robust stress testing and regular monitoring

Jonathan Stapleton
clock 08 April 2026 • 3 min read
Trustpilot