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Capital Adequacy (E) Task Force

2025 Membership (PDF)

The mission of the Capital Adequacy (E) Task Force is to evaluate and recommend appropriate refinements to capital requirements for all types of insurers.

2026 Proposed Charges

  1. The Capital Adequacy (E) Task Force will:
    1. Evaluate application of the Risk-Based Capital (RBC) formula and emerging “risk” issues for referral to RBC working groups/subgroups for certain issues involving more than one RBC formula. Monitor emerging and existing risks relative to their consistent or divergent treatment in the three RBC formulas.
    2. Review and evaluate company submissions for the schedule and corresponding adjustment to total adjusted capital (TAC).
    3. Evaluate relevant historical data and apply defined statistical safety levels over appropriate time horizons in developing recommendations for revisions to the current asset risk structure and factors in each of the RBC formulas.
    4. Continually review the RBC instructions, blanks and forecastings and revise as appropriate.

The mission of the Capital Adequacy (E) Task Force is to evaluate and recommend appropriate refinements to capital requirements for all types of insurers.

2025 Charges

  1. The Capital Adequacy (E) Task Force will:
    1. Evaluate emerging “risk” issues for referral to the risk-based capital (RBC) working groups/subgroups for certain issues involving more than one RBC formula. Monitor emerging and existing risks relative to their consistent or divergent treatment in the three RBC formulas.
    2. Review and evaluate company submissions for the schedule and corresponding adjustment to total adjusted capital (TAC).
    3. Evaluate relevant historical data, and apply defined statistical safety levels over appropriate time horizons in developing recommendations for revisions to the current asset risk structure and factors in each of the RBC formulas.

The following groups report to the Capital Adequacy (E) Task Force:

Upcoming Meeting
Capital Adequacy (E) Task Force

Public Webex Meeting
Wednesday, November 19, 2025
1:00 PM ET, 12:00 PM CT, 11:00 AM MT, 10:00 AM PT
Expected Duration: 1 hour
Webex Link

The purpose of this meeting is to 1) consider adoption of its Oct. 23 and Summer National Meeting minutes; 2) consider adoption of its Working Group Minutes; 3) consider adoption of Proposal 2025-08-CR (Jan. 1Oct. 15 Cat Event List); consider adoption of its Working Agenda; 5) discuss Statutory Accounting Principles (E) Working Group referral regarding collateral loan schedule BA reporting changes; 6) hear update regarding the risk-based capital (RBC) treatment for Securities Valuation Office (SVO) designated investments; and 7) discuss risk-based capital preamble. 


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Capital Adequacy (E) Task Force

Public Webex Meeting
Wednesday, November 19, 2025
1:00 PM ET, 12:00 PM CT, 11:00 AM MT, 10:00 AM PT
Expected Duration: 1 hour
Webex Link

The purpose of this meeting is to 1) consider adoption of its Oct. 23 and Summer National Meeting minutes; 2) consider adoption of its Working Group Minutes; 3) consider adoption of Proposal 2025-08-CR (Jan. 1Oct. 15 Cat Event List); consider adoption of its Working Agenda; 5) discuss Statutory Accounting Principles (E) Working Group referral regarding collateral loan schedule BA reporting changes; 6) hear update regarding the risk-based capital (RBC) treatment for Securities Valuation Office (SVO) designated investments; and 7) discuss risk-based capital preamble. 


There are no meeting materials at this time.

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Contacts

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


Eva Yeung 
Senior Property/Casualty RBC Specialist & Technical Lead
816-783-8407 

Maggie Chang
Manager II, Solvency Policy
816-783-8976

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