º£½ÇÂÛ̳

Skip to main content
Valuation Manual (VM)-22 (A) Subgroup

2025 Membership (PDF)

2025 Charge

  1. The Valuation Manual (VM)-22 (A) Subgroup will:
    1. Recommend requirements for non-variable (fixed) annuities in the accumulation and payout phases for consideration by the Task Force, as appropriate. Continue working with the Academy on a PBR methodology for non-variable annuities.
Valuation Manual (VM)-22 (A) Subgroup - 05072025

Public Webex Meeting
Wednesday, May 07, 2025
3:00 PM ET, 2:00 PM CT, 1:00 PM MT, 12:00 PM PT
Expected Length of Call: 1 hr

To be determined.


Valuation Manual (VM)-22 (A) Subgroup - 05272025

Public Webex Meeting
Tuesday, May 27, 2025
3:00 PM ET, 2:00 PM CT, 1:00 PM MT, 12:00 PM PT
Expected Length of Call: 1 hr

The proposed PBR framework for non-variable annuities is being exposed for a 16-day public comment period ending, Friday, May 9, 2025:

The following are being exposed for a 37-day public comment period ending, Friday, May 30, 2025:

Please send comments to Amy Fitzpatrick by close of business on the dates listed above.

The following documents are being exposed for a public comment period ending, Wednesday, March 26, 2025:

Please send comments to Amy Fitzpatrick by close of business on March 26, 2025.

The following document is being exposed, with specific comment periods for the questions outlined below:

  1. For items 1 – 3 (Reinvestment Guardrail, SERT Threshold, SERT Mortality Sensitivity), please provide related comments by Feb. 25 to allow for discussion at a Feb. 26 meeting.
  2. For item 4, please provide comments by Mar. 17.

Please send comments to Amy Fitzpatrick according to the timing outlined above.

Insurance Topics

Our improved resource can help you navigate committee-curated topics for a comprehensive understanding.

Explore
Related º£½ÇÂÛ̳ Publications

Contacts

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


Amy Fitzpatrick
Life Associate Actuary
816-783-8837

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