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Actuarial Opinion (C) Working Group

2025 Membership (PDF)

2025 Charges

  1. The Actuarial Opinion (C) Working Group will:
    1. Propose revisions to the following as needed, especially to improve actuarial opinions, actuarial opinion summaries, and actuarial reports, as well as the regulatory analysis of these actuarial documents and loss and premium reserves:
      1. Financial Analysis Handbook.
      2. Financial Condition Examiners Handbook.
      3. Annual Statement Instructions—Property/Casualty.
      4. Regulatory guidance to appointed actuaries and companies.
      5. Other financial blanks and instructions, as needed.
    2. Assess the need for changes to the Property and Casualty Statement of Actuarial Opinion instructions upon release of the SOA’s proposed changes to its education pathways.
Actuarial Opinion (C) Working Group - WebEx Meeting

Public Conference Call
Thursday, April 03, 2025
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Length of Call: 1 hr
Webex Link

Continue discussion of observations and issues regarding the P/C Statement of Actuarial Opinion instructions. 


Actuarial Opinion (C) Working Group WebEx Meeting

Public Conference Call
Wednesday, March 05, 2025
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Length of Call: 1 hr
Webex Link

Purpose:  Continue discussion of observations and issues regarding the P/C Statement of Actuarial Opinion instructions


Actuarial Opinion (C) Working Group WebEx Meeting

Public Conference Call
Monday, January 27, 2025
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Length of Call: 1 hr
Webex Link

PURPOSE: Discuss, Potentially Edit, and Consider Adoption of the 2025 P&C Statement of Actuarial Opinion (SAO) Instructions.


Actuarial Opinion (C) Working Group WebEx Meeting

Public Conference Call
Monday, October 21, 2024
3:00 PM ET, 2:00 PM CT, 1:00 PM MT, 12:00 PM PT
Expected Length of Call: 1 hr
Webex Link

Consider adoption of regulatory guidance and discuss 2025 SAO instructions.


Actuarial Opinion (C) Working Group WebEx Meeting

Public Conference Call
Tuesday, September 24, 2024
11:00 AM ET, 10:00 AM CT, 9:00 AM MT, 8:00 AM PT
Expected Length of Call: 1 hr
Webex Link

Discuss 2024 Regulatory Guidance and 2025 opinion-related instructions.


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Contacts

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


Kris DeFrain, FCAS, MAAA, CPCU 
Director, Research and Actuarial Department
816-783-8229

Roberto Perez 
Property/Casualty Rate Modeling Actuary
816-783-8561

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