Life Actuarial (A) Task Force

The mission of the Life Actuarial (A) Task Force is to identify, investigate, and develop solutions to actuarial problems in the life insurance industry.

2026 Charges

The Life Actuarial (A) Task Force will:
1. Work to keep reserve, reporting, and other actuarial-related requirements current. This includes principle-based reserving (PBR) and other requirements in the Valuation Manual, actuarial guidelines, and recommendations for appropriate actuarial reporting in blanks. Respond to charges from the Life Insurance and Annuities (A) Committee and referrals from other groups or committees, as appropriate.
2. Report progress on all work to the Life Insurance and Annuities (A) Committee and provide updates to the Financial Condition (E) Committee on matters related to life insurance company solvency. This work includes the following:
  1. Work with the American Academy of Actuaries (Academy) and the Society of Actuaries (SOA) to develop new mortality tables for valuation and minimum nonforfeiture requirements for life insurance and annuities, as appropriate.
  2. Provide recommendations for guidance and requirements for accelerated underwriting (AU) and other emerging underwriting practices, as needed.
  3. Work with the SOA on the annual development of the Generally Recognized Expense Table (GRET) factors.
  4. Provide recommendations and changes to other reserve and nonforfeiture requirements to address issues as appropriate and provide actuarial assistance and commentary to other NAIC committees relative to their work on actuarial matters.
  5. Work with the selected vendor to develop and implement the new generator of economic scenarios (GOES) for use in regulatory reserve and capital calculations.
  6. Monitor international developments regarding life and health insurance reserving, capital, and related topics. Compare and benchmark these with PBR requirements.
  7. Coordinate with the Reinsurance (E) Task Force on actuarial items related to reinsurance.

Upcoming Meeting

Public Webex Meeting
Thursday, April 23, 2026
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Duration: 1 hour
Webex Link

To be determined.

Calendar

Spring National Meeting

Life Actuarial (A) Task Force
Saturday, March 21, 2026
8:00 AM - 4:30 PM PT

Manchester Grand Hyatt—Grand Hall D—Level 1

Agenda

Materials (Updated 3/18/26)

Summary

Minutes (Updated 4/16)

Spring National Meeting

Life Actuarial (A) Task Force
Sunday, March 22, 2026
8:00 AM - 10:00 AM PT

Manchester Grand Hyatt—Grand Hall D—Level 1

Agenda

Materials (Updated 3/18/26)

Summary

Minutes (Updated 4/16)

Sort by Date

Choose the order in which meetings are listed.

Public Webex Meeting
Thursday, July 16, 2026
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Duration: 1 hour
Webex Link

To be determined.

Public Webex Meeting
Thursday, July 09, 2026
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Duration: 1 hour
Webex Link

To be determined.

Public Webex Meeting
Thursday, July 02, 2026
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Duration: 1 hour
Webex Link

To be determined.

Public Conference Call
Thursday, June 25, 2026
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Duration: 1 hour
Webex Link

To be determined.

Public Webex Meeting
Thursday, June 18, 2026
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Duration: 1 hour
Webex Link

To be determined.

Public Webex Meeting
Thursday, June 11, 2026
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Duration: 1 hour
Webex Link

To be determined.

Public Webex Meeting
Thursday, June 04, 2026
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Duration: 1 hour
Webex Link

To be determined.

Public Webex Meeting
Thursday, May 28, 2026
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Duration: 1 hour
Webex Link

To be determined.

Public Webex Meeting
Thursday, May 21, 2026
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Duration: 1 hour
Webex Link

To be determined.

Public Webex Meeting
Thursday, May 14, 2026
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Duration: 1 hour
Webex Link

To be determined.

Public Webex Meeting
Thursday, May 07, 2026
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Duration: 1 hour
Webex Link

To be determined.

Public Webex Meeting
Thursday, April 30, 2026
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Duration: 1 hour
Webex Link

To be determined.

Public Webex Meeting
Thursday, April 23, 2026
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Duration: 1 hour
Webex Link

To be determined.

Public Webex Meeting
Thursday, April 16, 2026
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Duration: 1 hour
Webex Link

Agenda – April 16, 2026

Consider Adoption of the Task Force’s Spring National Meeting Minutes
Consider Re-exposure of APF 2026-03
1. American Council of Life Insurers Comment Letter
Discuss SOA VBT Decision Points
1. American Council of Life Insurers Comment Letter
Other Matters

See all Current Exposure Drafts

The following document is being re-exposed for a 7-day public comment period ending Wednesday, April 22^nd , 2026.

APF 2026-03 VM-22 SPA Dyn Lapse Updates

Please send comments to Scott O'Neal and McKayla Doyle by April 22, 2026.

The following document is being exposed for a 14-day public comment period ending Monday, April 6, 2026.

APF 2024-12

Please send comments to Scott O'Neal by April 6, 2026.

The following documents are being exposed for a 21-day public comment period ending Monday, April 13, 2026.

Please send comments to Scott O'Neal by April 13, 2026.

The following document is being exposed for a 30-day public comment period ending Wednesday, April 22, 2026.

APF 2026-02

Please send comments to Scott O'Neal by April 22, 2026.

The following document is being exposed for a 45-day public comment period ending Thursday, May 7, 2026.

Please send comments to Scott O'Neal by May 7, 2026.

Actuarial Guideline 55 (AG ReAAT)

Life Knowledge Statements
Appointed Actuary Knowledge Statement
Illustration Actuary Knowledge Statement
Qualified Actuary Knowledge Statement

FAQ on Qualifications and PBR

Report on the Results of the Principle - Based Reserving State Resource Survey

VM-20 Impact Study – Towers Watson

PBR Company Pilot Project Report

Amendment Proposal Form

VM-30 Reporting:

Transition from LIBOR to SOFR

IMR Allocation Guidance

Generally Recognized Expense Table ("GRET"):

PBR Education

2024 PBR Review Report

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Related NAIC Publications

Committee and task force minutes PDF files will be posted to the Interactive Agenda approximately 10 business days after the conclusion of a national meeting. They are posted to the Interactive Agenda for each meeting tab on the Meetings page. The Proceedings of the NAIC are made available after the minutes are adopted at each subsequent meeting and may be accessed via the NAIC Publications page.

Annual and Quarterly Statement Blanks

Annual and Quarterly Statement Instructions

Compendium of State Laws on Insurance Topics

Model Laws, Regulations and Guidelines