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

2025 Membership (PDF)

2026 Proposed 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. Evaluating relevant historical data and applying defined statistical safety levels over appropriate time horizons in developing recommendations for revisions to current asset risk structure and factors (e.g. C-1o and C1-cs).
      2. Facilitating coordination and alignment among Âé¶¹´«Ã½ committees/task forces/working groups related to its  work in reviewing current asset risk framework.
      3. Assessing the impact and effectiveness of potential changes in contributing to the identification of weakly capitalized companies; i.e., those companies at action levels.

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.
National Meeting
Risk-Based Capital Investment Risk and Evaluation (E) Working Group followed by Life Risk-Based Capital (E) Working Group

Risk-Based Capital Investment Risk and Evaluation (E) Working Group followed by Life Risk-Based Capital (E) Working Group
Monday, March 24, 2025
8:00 AM - 9:30 AM EDT

JW Marriott Indianapolis—JW White River F–J—Level 1

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Contacts

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


Julie Gann
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.