不良研究所官方

Skip to main content
Risk-Based Capital Investment Risk and Evaluation (E) Working Group

2024 Membership (PDF)

2025 Charges

  1. The Risk-Based Capital Investment Risk and Evaluation (E) Working Group will:

    1. Perform a comprehensive review of the RBC investment framework for all business types, which could include:

      1. Identifying and acknowledging uses that extend beyond the purpose of the Risk-Based Capital (RBC) for Insurers Model Act (#312).
      2. Assessing the impact and effectiveness of potential changes in contributing to the identification of weakly capitalized companies; i.e., those companies at action levels.
      3. Documenting the modifications made over time to the formulas, including, but not limited to, an analysis of the costs in study and development, implementation (internal and external), assimilation, verification, analysis, and review of the desired change to the RBC formulas and facilitating the appropriate allocation of resources.
Risk-Based Capital (RBC) Investment Risk and Evaluation (E) Working Group

Public Webex Meeting
Tuesday, February 11, 2025
11:00 AM ET, 10:00 AM CT, 9:00 AM MT, 8:00 AM PT
Expected Length of Call: 1 hr

The Risk-Based Capital Investment Risk and Evaluation (E) Working Group has exposed the following item with a 21-day public comment period. Please submit comments to 不良研究所官方 staff, Dave Fleming, by COB Thursday, June 13, 2024.

Included for reference is the presentation from the 不良研究所官方鈥檚 Structured Securities Group. The Working Group is听specifically requesting comment on which items should be included in the proposal鈥檚 Exempted Residual Tranches and Interests list which would receive a 30% factor with all other residual tranches and interests receiving a 45% factor.听


The Working Group has exposed the following for public comment. Please submit comments to Dave Fleming by COB听May 15, 2024.


The Working Group has exposed the following for public comment. Please submit comments to听Dave Fleming听by COB April 8, 2024.


The Working Group has exposed the following for public comment. Please submit comments to听Dave Fleming听by COB May 12, 2023.


The referral below requires a response from the Capital Adequacy (E) Task Force and the Risk-based Capital Investment Risk and Evaluation (E) Working Group by May 15, 2023. Please submit your comments to听Eva Yeung听辞谤听Dave Fleming听by COB March 31, 2023.


The Working Group has exposed the following for public comment. Comment is specifically requested from RBC vendors with respect to the proposed sensitivity test as it was submitted past the RBC deadline for exposure. Please submit comments to听Dave Fleming by COB April 12, 2023. 听

Insurance Topics

Our improved resource can help you navigate committee-curated topics for a comprehensive understanding.

Explore
Related 不良研究所官方 Publications

Contacts

Media Inquiries
(816) 783-8909
news@naic.org


Julie Gann
Assistant Director, Solvency Policy
816-783-8966

Maggie Chang
Manager II, Solvency Policy
816-783-8976

Charles Therriault
Director, Securities Valuation Office
212-386-1920

Linda Phelps
Manager II, Securities Valuation Office
212-386-1921

Peter Kelly
Manager II-Securities Valuation Office
212-386-1953

Please see the current Committee List for a complete list of committee members.