Topic: Facility fee reforms and discussion of drafting briefs

The purpose of the call is to receive comments on exposures. 

Meeting Materials

Agenda – May 7, 2026

1. Consider Exposure of APF 2025-14
   1. ACLI Comment Letter
2. Consider Exposure of Group Annuity Experience Collection Company Selection Memo
3. Other Matters

The purpose of the meeting is to 1) adopt its spring national minutes, 2) refer Proposal 2026-03-CA to the Capital Adequacy (E) Task Force, 3) receive comments on exposures, 4) discuss a Managed Care Credit Drafting Group, and 5) discuss interested parties’ concerns about data used in the H-2 Underwriting Risk Report. 

The purpose of the meeting is to hear an update from the Academy on the CLO RBC Project: Portfolio Adjustment Factors. 

Open call with agenda to follow.

Listening Session - P&C Industry

The purpose of the call is to 1) consider adoption of Proposal 2026-08-CR (PR027INT Item D Modification); 2) consider exposure of Proposal 2026-11-P (Underwriting Risk Line 1 Factors); 3) consider exposure of Proposal 2025-21-P (Premium and Loss Concentration Factors); 4) hear updates on the Severe Convective Storms Impact Analysis; and 5) discuss climate impact disclosures.

Open call with agenda to follow.

Agenda attached

 5/13 Agenda

1. Consider Exposure of GOES Model Governance Framework with NAIC Staff Suggested Edits
2. Discuss GOES Backtesting Report
3. Consider Exposure of GOES Software Update Recommendation and Support

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. 

The purpose of this meeting is to 1) consider adoption of the following proposals: 2026-03-CA (PR027 INT Item D Modification), 2025-15-CA (A&H Underwriting Risk Structure Change), 2026-05-CA (Remove Investment Affiliate Code 4), 2025-22-IRE (CLO RBC Structure); 2) consider exposures of Proposal 2026-03-CA (Underwriting Risk Inv. Income Update), 2026-10-CA (Collateral Loan Source Update); and 3) discuss Investment Designation Analysis (E) Working Group Security Identifier Summary referral.

General business of Task Force.

To be determined.

Agenda Attached.

Review May 11 draft revisions to the ERISA Preemption and State PBM laws guidance document.

The purpose of this meeting is to consider adoption of items exposed by the Working Group at the Spring National Meeting to allow time for coordination with the Blanks (E) Working Group.

The Working Group has scheduled monthly conference calls throughout the year to take place on Tuesdays at 1:00pm CST.

The agenda and any materials will be posted on the Working Group webpage prior to the meeting. 

An agenda and materials will be posted when available

Discuss comments on the update to the Statistical Handbook

The purpose of this meeting is to discuss comments received on updates to the Statistical Handbook. Materials will be available prior to the meeting on the Group Name’s website.

The Purpose of the meeting will be to: 

1. Consider Adoption of APF 2025-18
2. Consider Adoption of APF 2025-20
3. Consider Re-Exposure of APF 2025-19

To be determined.

Discuss the State Medicare Supplement Insurance (Medigap) Birthday Rule and Medigap for Those Under 65

To be determined.

PURPOSE: To facilitate training and the sharing of expertise through predictive analytics webinars (aka "Book Club").       

TOPIC:  Artificial Intelligence Primer

PRESENTERS:  Mario DiCaro, VP of Capital Modeling and Analytics at Tokio Marine HCC Insurance Holdings, and Shine Wang from Wawanesa Insurance

To be determined.

Discuss comments received by May 18 deadline on Exposure Question below and decide next steps.

What should be the starting point of a short-term solution: Model 245 language or something else (such as AG 49-A, other guidance, or starting anew)?

• If language similar to Model 245 or other existing guidance, what types of modifications do you believe are necessary to address current regulatory concerns regarding illustrated rates and transparency (i.e., which sections/parts do you believe need to be added or modified)?
• If starting anew, then how can the scope be limited to ensure progress towards a short-term solution before a longer-term solution is developed?

Adjuster Licensing (D) Working Group monthly WebEx conference call.

The purpose of this meeting is to consider adoption of prior meeting minutes and previously exposed proposals, and to consider the exposure of any new items. Materials will be distributed when available.

To be determined.