Data Matters

SEPTEMBER 3, 2020

Annuity Suitability Working Group Drafting FAQ Document to Facilitate Uniformity in State Adoption of Revised Suitability in Annuity Transactions Model Regulation. A draft of the FAQ document was exposed for a 30-day comment period to seek feedback regarding whether additional topics should be included in the document.

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Data Matters

AUGUST 24, 2018

The Task Force stressed that the guidance provided in the white paper will not be designed to preempt state authority but rather will assist regulators in providing greater consistency among states’ review of predictive models. The Task Force aims to complete the white paper by the fall of 2018.

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Data Matters

DECEMBER 28, 2020

The GCC uses a risk-based capital (RBC) aggregation approach intended to act as an additional group supervisory tool for regulators, in conjunction with the Form F Enterprise Risk Report, Own Risk and Solvency Assessment (ORSA) report, and the Corporate Governance Annual Disclosure. 71 for future reference. Proposed revisions to SSAP No.

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