2027 Proposed Charges

1. The Risk-Based Capital Investment Risk and Evaluation (E) Working Group will:
   
   1. Perform a comprehensive review of the RBC investment framework for all business types, which could include:
      1. Evaluating relevant historical data and applying defined statistical safety levels over appropriate time horizons in developing recommendations for revisions to current asset risk structure and factors (e.g. C-1o and C1-cs).
      2. Facilitating coordination and alignment among NAIC committees/task forces/working groups related to its  work in reviewing current asset risk framework.
      3. Assessing the impact and effectiveness of potential changes in contributing to the identification of weakly capitalized companies; i.e., those companies at action levels.
      4. Monitor and evaluate changes to the Purposes and Procedure Manual of the NAIC Investment Analysis Office to determine if assets or, specifically, investments evaluated by the NAIC Securities Valuation Office are relevant to the RBC formula in determining the threshold capital and surplus for all insurance companies or whether reporting and analytical tools available to the regulator are more appropriate means to address the risk.

2026 Charges

1. The Risk-Based Capital Investment Risk and Evaluation (E) Working Group will:
   1. Perform a comprehensive review of the RBC investment framework for all business types, which could include:
      1. Evaluating relevant historical data and applying defined statistical safety levels over appropriate time horizons in developing recommendations for revisions to current asset risk structure and factors (e.g. C-1o and C1-cs).
      2. Facilitating coordination and alignment among NAIC committees/task forces/working groups related to its  work in reviewing current asset risk framework.
      3. Assessing the impact and effectiveness of potential changes in contributing to the identification of weakly capitalized companies; i.e., those companies at action levels.