Committees
Public Calendar
- Public Webex Meeting
Webex Link
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Call Scheduled for 60 minutes
Topic:The purpose of this meeting is to consider the adoption of meeting minutes, receive working group reports, and discuss any other matters.
Contact:Jake Stultz
Phone: 816-783-8481
- Public Webex Meeting
Webex Link
3:00 PM ET, 2:00 PM CT, 1:00 PM MT, 12:00 PM PT
Call Scheduled for 90 minutes
Topic:The purpose of this meeting is to: 1) hear an update from the American Academy of Actuaries on the Collateralized Loan Obligations (CLO) Risk-Based Capital (RBC) project; 2) receive comments on Proposal 2025-22-IRE CLO RBC Structure; and 3) any other matters.
Contact:Maggie Chang
Phone: 816.783.8976
- Regulator-to-Regulator Webex Meeting
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
This is a regulator only session because the discussion or action contemplated will include: Specific companies, entities or individuals, including, but not limited to, collaborative financial and market conduct examinations and analysis.
- Regulator-to-Regulator Webex Meeting
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
This is a regulator only session because the discussion or action contemplated will include: Internal or administrative matters of the NAIC or any NAIC member, including budget, personnel and contractual matters, and including consideration of internal administration of the NAIC, including, but not limited to, by the Internal Administration (EX1) Subcommittee or any subgroup appointed thereunder.
- Regulator-to-Regulator Webex Meeting
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
This is a regulator only session because the discussion or action contemplated will include: Specific companies, entities or individuals, including, but not limited to, collaborative financial and market conduct examinations and analysis.
- Public Conference Call
Webex Link
1:00 PM ET, 12:00 PM CT, 11:00 AM MT, 10:00 AM PT
Call Scheduled for 1 hour
Topic:Topic: Working Group planning
Contact:Joe Touschner
Phone: 202-649-4989
- Regulator-to-Regulator Webex Meeting
4:00 PM ET, 3:00 PM CT, 2:00 PM MT, 1:00 PM PT
This is a regulator only session because the discussion or action contemplated will include: Consideration of strategic planning issues relating to federal legislative and regulatory matters or international regulatory matters.
- Regulator-to-Regulator Webex Meeting
10:00 AM ET, 9:00 AM CT, 8:00 AM MT, 7:00 AM PT
This is a regulator only session because the discussion or action contemplated will include: Specific companies, entities or individuals, including, but not limited to, collaborative financial and market conduct examinations and analysis. Consultations with NAIC staff members related to NAIC technical guidance, including, but not limited to, Annual and Quarterly Statement Blanks and Instructions, the Accounting Practices and Procedures Manual, and similar materials. Any other subject required to be kept confidential under any Memorandum of Understanding or other agreement, state or federal law or under any judicial or administrative order.
- 5th -Public Webex Meeting
Webex Link
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Call Scheduled for 1 hour
Topic:The purpose of this meeting is to consider adoption of: 1) proposals previously exposed; 2) prior meeting minutes; and 3) the editorial listing, and to expose any new items.
Contact:Mary Caswell
Phone: 816-783-8409
- Public Webex Meeting
Webex Link
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Call Scheduled for 1 hour
Topic:This call is in lieu of the 2026 Spring National Meeting.
Contact:Andy Daleo
Phone: 816-783-8141
- Regulator-to-Regulator Webex Meeting
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
This is a regulator only session because the discussion or action contemplated will include: Specific companies, entities or individuals, including, but not limited to, collaborative financial and market conduct examinations and analysis.
- Public Webex Meeting
Webex Link
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Call Scheduled for 1 hour
CALL CANCELED
Contact:Scott O'Neal
Phone: 816-783-8814
- Regulator-to-Regulator Webex Meeting
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
This is a regulator only session because the discussion or action contemplated will include: Specific companies, entities or individuals, including, but not limited to, collaborative financial and market conduct examinations and analysis. Consultations with NAIC staff members related to NAIC technical guidance, including, but not limited to, Annual and Quarterly Statement Blanks and Instructions, the Accounting Practices and Procedures Manual, and similar materials. Any other subject required to be kept confidential under any Memorandum of Understanding or other agreement, state or federal law or under any judicial or administrative order.
- Public Conference Call
Webex Link
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Call Scheduled for 1 hour
Topic:Topic: Discuss work plan
Contact:Joe Touschner
Phone: 202-649-4989
- Public Webex Meeting
Webex Link
1:00 PM ET, 12:00 PM CT, 11:00 AM MT, 10:00 AM PT
Call Scheduled for 1 hour
Topic:Discuss Working Group 2026 Priorities and Work
Contact:Jolie Matthews
Phone: 202-471-3982
- Public Conference Call
Webex Link
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Call Scheduled for 1 hour
Topic:The Working Group has scheduled monthly conference calls through the year. Meeting information has been posted on the Working Group webpage and the NAIC Public Calendar.
Contact:Greg Welker
Phone: 816-783-8872
- Public Conference Call
Webex Link
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Call Scheduled for 1 hour
Topic:The Working Group has scheduled monthly conference calls throughout the year. Meeting information has been posted on the Working Group webpage and the NAIC Public Calendar.
The agenda and any materials will be posted on the Working Group webpage prior to the meeting.
Contact:Greg Welker
Phone: 816-783-8872
- Regulator-to-Regulator Webex Meeting
4:00 PM ET, 3:00 PM CT, 2:00 PM MT, 1:00 PM PT
This is a regulator only session because the discussion or action contemplated will include: Consideration of strategic planning issues relating to federal legislative and regulatory matters or international regulatory matters.
- Public Webex Meeting
Webex Link
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Call Scheduled for 1 hour
CALL CANCELED
Contact:Scott O'Neal
Phone: 816-783-8814
- Public Webex Meeting
Webex Link
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Call Scheduled for 1 hour
Topic:Agenda/Materials were revised 3-11-2026, an Attachment 2 was added on that date
Contact:Petra Wallace
Phone: 816-783-8272
Confirmation Number:2336 548 7597
- Public Conference Call
Webex Link
3:00 PM ET, 2:00 PM CT, 1:00 PM MT, 12:00 PM PT
Call Scheduled for 1 hour
Topic:The purpose of this meeting is to discuss comments received on updates to the Statistical Handbook.
Contact:Libby Crews
Phone: 816-783-8563
- Public Webex Meeting
Webex Link
12:30 PM ET, 11:30 AM CT, 10:30 AM MT, 9:30 AM PT
Call Scheduled for 1 hour
Topic:Purpose: Following a Public Review period to allow for written public-comments, the Cybersecurity (H) Working Group will meet to hear and discuss the comments received to complete drafting of the Cybersecurity Event Notification Portal Project Intake Form and move to adopt at or before the Spring National Meeting.
Contact:Koty Henry
Phone: 816-783-8379
Confirmation Number:Meeting number (access code): 2334 998 8840
- Regulator-to-Regulator Webex Meeting
1:30 PM ET, 12:30 PM CT, 11:30 AM MT, 10:30 AM PT
This is a regulator only session because the discussion or action contemplated will include: Specific companies, entities or individuals, including, but not limited to, collaborative financial and market conduct examinations and analysis.
- Regulator-to-Regulator Call
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
This is a regulator only session because the discussion or action contemplated will include: Specific companies, entities or individuals, including, but not limited to, collaborative financial and market conduct examinations and analysis.
- Public Webex Meeting
Webex Link
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Call Scheduled for 1 hour
Topic:The purpose of this meeting is to provide a MWG status update. This will be a virtual meeting for FSTF in lieu of meeting in person at the Spring National Meeting in San Diego.
Contact:Tim Nauheimer
Phone: 212-386-1967
- Public Conference Call
Webex Link
4:00 PM ET, 3:00 PM CT, 2:00 PM MT, 1:00 PM PT
Call Scheduled for 1 hour
Topic:
Contact:Traci Hallowell
Phone: 816-783-8262
- Regulator-to-Regulator Webex Meeting
1:30 PM ET, 12:30 PM CT, 11:30 AM MT, 10:30 AM PT
This is a regulator only session because the discussion or action contemplated will include: Consultations with NAIC staff members related to NAIC technical guidance, including, but not limited to, Annual and Quarterly Statement Blanks and Instructions, the Accounting Practices and Procedures Manual, and similar materials.
- Regulator-to-Regulator Webex Meeting
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
This is a regulator only session because the discussion or action contemplated will include: Specific companies, entities or individuals, including, but not limited to, collaborative financial and market conduct examinations and analysis.
- 17th -Regulator-to-Regulator Webex Meeting
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
This is a regulator only session because the discussion or action contemplated will include: Internal or administrative matters of the NAIC or any NAIC member, including budget, personnel and contractual matters, and including consideration of internal administration of the NAIC, including, but not limited to, by the Internal Administration (EX1) Subcommittee or any subgroup appointed thereunder.
- Public Conference Call
Webex Link
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Call Scheduled for 1 hour
Topic:The Working Group has scheduled monthly conference calls throughout the year to take place on Tuesdays at 1:00pm CST.
Contact:Greg Welker
Phone: 816-783-8872
- Regulator-to-Regulator Webex Meeting
3:00 PM ET, 2:00 PM CT, 1:00 PM MT, 12:00 PM PT
This is a regulator only session because the discussion or action contemplated will include: Consideration of individual state insurance department's compliance with NAIC financial regulation standards by the Financial Regulation Standards and Accreditation (F) Committee or any subgroup appointed thereunder.
- Public Conference Call
Webex Link
1:00 PM ET, 12:00 PM CT, 11:00 AM MT, 10:00 AM PT
Call Scheduled for 1 hour
Topic:Adjuster Licensing (D) Working Group Monthly Webex Conference Call.
Contact:Greg Welker
Phone: 816-783-8872
- Regulator-to-Regulator Webex Meeting
4:00 PM ET, 3:00 PM CT, 2:00 PM MT, 1:00 PM PT
CALL CANCELED
This is a regulator only session because the discussion or action contemplated will include: Consideration of strategic planning issues relating to federal legislative and regulatory matters or international regulatory matters.
- Regulator-to-Regulator Conference Call
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
This is a regulator only session because the discussion or action contemplated will include: Specific companies, entities or individuals, including, but not limited to, collaborative financial and market conduct examinations and analysis.
- Regulator-to-Regulator Webex Meeting
1:00 PM ET, 12:00 PM CT, 11:00 AM MT, 10:00 AM PT
This is a regulator only session because the discussion or action contemplated will include: Specific companies, entities or individuals, including, but not limited to, collaborative financial and market conduct examinations and analysis.
- Regulator-to-Regulator Webex Meeting
4:00 PM ET, 3:00 PM CT, 2:00 PM MT, 1:00 PM PT
CALL CANCELED
This is a regulator only session because the discussion or action contemplated will include: Consideration of strategic planning issues relating to federal legislative and regulatory matters or international regulatory matters.
- Regulator-to-Regulator Webex Meeting
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
This is a regulator only session because the discussion or action contemplated will include: Specific companies, entities or individuals, including, but not limited to, collaborative financial and market conduct examinations and analysis.
- Regulator-to-Regulator Webex Meeting
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
This is a regulator only session because the discussion or action contemplated will include: Consultations with NAIC staff members related to NAIC technical guidance, including, but not limited to, Annual and Quarterly Statement Blanks and Instructions, the Accounting Practices and Procedures Manual, and similar materials.
- Public Webex Meeting
Webex Link
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Call Scheduled for 1 hour
Topic:Discuss Feedback from exposure question. Comments due by email to jcook@naic.org COB March 24.
Regulators have observed index annuity disclosures that suggest annual returns can range from 10%-25% for several years. This has brought up potential concerns around whether consumers are receiving reasonable expectations regarding future performance upon purchasing an annuity. What are both short-term and long-term approaches to ensure consumers receive reasonable expectations for index annuity returns at the point-of-sale?
- Please keep any comments at a high-level regarding potential direction for the Working Group and types of proposals, rather than providing specific proposals themselves
- In addition, please feel free to include any comments related to disclosures around newly-developed indices and any other elements related to the concerns described above
Contact:Jennifer Cook
Phone: 2024713986