不良研究所官方

Skip to main content
Valuation Manual (VM)-22 (A) Subgroup

2025 Membership (PDF)

2025 Charge

  1. The Valuation Manual (VM)-22 (A) Subgroup will:
    1. Recommend requirements for non-variable (fixed) annuities in the accumulation and payout phases for consideration by the Task Force, as appropriate. Continue working with the Academy on a PBR methodology for non-variable annuities.
Valuation Manual (VM)-22 (A) Subgroup - 05142025

Public Webex Meeting
Wednesday, May 14, 2025
3:00 PM ET, 2:00 PM CT, 1:00 PM MT, 12:00 PM PT
Expected Length of Call: 120 Minutes

  • Academy Comments
  • ACLI Comments
  • Matthew Plett & Angela McShane Comments
  • TX DOI Comments
  • VA DOI Comments

  • Valuation Manual (VM)-22 (A) Subgroup - 05272025

    Public Webex Meeting
    Tuesday, May 27, 2025
    3:00 PM ET, 2:00 PM CT, 1:00 PM MT, 12:00 PM PT
    Expected Length of Call: 1 hr

    The following document is being exposed on a 鈥渇atal flaw鈥 basis for a 7-day public comment period ending, Wednesday, May 21st, 2025:

    Please send comments to Amy Fitzpatrick by close of business on May 21st, 2025.

    The proposed PBR framework for non-variable annuities is being exposed for a 16-day public comment period ending, Friday, May 9, 2025:

    The following are being exposed for a 37-day public comment period ending, Friday, May 30, 2025:

    Please send comments to Amy Fitzpatrick by close of business on the dates listed above.

    The following documents are being exposed for a public comment period ending, Wednesday, March 26, 2025:

    Please send comments to Amy Fitzpatrick by close of business on March 26, 2025.

    The following document is being exposed, with specific comment periods for the questions outlined below:

    1. For items 1 鈥 3 (Reinvestment Guardrail, SERT Threshold, SERT Mortality Sensitivity), please provide related comments by Feb. 25 to allow for discussion at a Feb. 26 meeting.
    2. For item 4, please provide comments by Mar. 17.

    Please send comments to Amy Fitzpatrick according to the timing outlined above.

    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


    Amy Fitzpatrick
    Life Associate Actuary
    816-783-8837

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