Publication archives

Final Standards – Amendments to Section 3500 of the Practice-Specific Standards for Pension Plans – Pension Commuted Values (January 2020) (red-lined)

Early adoption of these revisions is permitted for TPAs that fall under new subsection 3570, as long as all the revisions are adopted at the same time for a particular pension plan.

Standards of Practice – Insurance (Effective January 1, 2020)

Standards of Practice (Effective January 1, 2020)

Standards of Practice – General Standards (Effective January 1, 2020)

Final Standards – Revisions within the Practice-Specific Standards for Insurance (Section 2500 and Part 1000)

Final Communication of Updated Promulgations of the Ultimate Reinvestment Rates and Calibration Criteria for Stochastic Risk-Free Interest Rates in the Standards of Practice for the Valuation of Insurance Contract Liabilities: Life and Health (Accident and Sickness) Insurance (Subsection 2330) (2019)

Memorandum: Promulgation of the Mortality Table Referenced in the Standards of Practice for Pension Plans (Subsection 3530)

Standards of Practice (Effective July 1, 2019)

Standards of Practice – Pensions (Effective July 1, 2019)

Final Standards – Addition of New Subsection 3270 to the Practice-Specific Standards for Pension Plans – Disclosure for Stochastic Models Used to Comply with Specific Regulatory Pension Plan Funding Requirements