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Multiemployer Pension Funding Study: Fall 2016

ByRex Barker, Robert Behar, Kevin Campe, Ladd Preppernau, and Richard Wright
11 November 2016
This study reports on the estimated funded status of all U.S. multiemployer plans as of June 30, 2016, and shows the change in funding levels from December 31, 2015. The aggregate funded percentage for multiemployer plans is estimated to be 76% as of June 30, 2016, compared with 75% as of December 31, 2015. For most multiemployer pension plans, estimated 2016 investment experience through June 30, 2016, was over 3%, just slightly below expected returns. About one-half of the total underfunding for multiemployer plans continues to be attributable to plans that are less than 65% funded.

About the Author(s)

Robert Behar

Ladd Preppernau

Richard Wright

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