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Risk-Based Capital Investment Risk and Evaluation (E) Working Group

2025 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.
Upcoming Meeting
Risk-Based Capital (RBC) Investment Risk and Evaluation (E) Working Group

Public Webex Meeting
Monday, September 08, 2025
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Expected Duration: 1 hour

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Risk-Based Capital (RBC) Investment Risk and Evaluation (E) Working Group

Public Webex Meeting
Monday, September 08, 2025
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Expected Duration: 1 hour

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    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.