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Financial Examiners Handbook (E) Technical Group

2023 Membership

2023 Adopted Charges

The Financial Examiners Handbook (E) Technical Group will:

  1. Continually review the Financial Condition Examiners Handbook and revise, as appropriate.
  2. Coordinate with the Risk-Focused Surveillance (E) Working Group to monitor the implementation of the risk- assessment process by developing additional guidance and exhibits within the Financial Condition Examiners Handbook, including consideration of potential redundancies affected by the examination process, corporate governance, and other guidance as needed to assist examiners in completing financial condition examinations.
  3. Coordinate with the Financial Analysis Solvency Tools (E) Working Group and the Risk-Focused Surveillance (E) Working Group, as appropriate, to develop and maintain guidance in order to provide effective solvency monitoring.
  4. Coordinate with the IT Examination (E) Working Group and the Financial Examiners Coordination (E) Working Group to maintain specialized areas of guidance within the Financial Condition Examiners Handbook related to the charges of these specific working groups.
  5. Adjust the Financial Condition Examiners Handbook based upon any recommendations as requested from the Life Actuarial (A) Task Force to incorporate PBR changes.
Financial Examiners Handbook (E) Technical Group - 10312023

Public Webex Meeting
Tuesday, October 31, 2023
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Expected Length of Call: 1 hr
Webex Link

The purpose of the call will be to consider adoption of Handbook Guidance.

Related NAIC Publications


Media Inquiries
(816) 783-8909

Bailey Henning
Financial Examination Manager

Elise Klebba
Financial Examination Coordinator

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