Ignoring the Bright Lights: Going Beyond the Funded Ratio

Conference Registration

When examining pension plans, many stakeholders and the media tend to zero in on one particular number: the funded ratio. However, the funded ratio tends to oversimplify pension plans, leaving out important details about their health, funding, and trajectories over time.

Attend this session to hear a discussion on funding levels of retirement plans, related public perception, and what is truly important about achieving funding goals and plan affordability over time.

Learning Objectives

  • Define the funded ratio.

  • Explain the shortcomings of the funded ratio as an indicator of a pension plan's health.

  • Discuss alternative approaches to conversations about long-term pension plan funding goals and plan affordability.