Description: This PBA Implementation Guide provides verbal summaries and visual flow chart overviews of various VM-20 and PBA components and requirements, six Case Study Road Maps, and action items to bridge the gaps and implement PBA. During the Guide’s development these templates and exercises were vetted with more than 15 participants selected from a diverse group of companies.

Description: The multi-risk scenario generator is an output of the Smaller Insurance Company Section’s sponsored Principle- Based Reserves Simplified Methods study performed by Mark Birdsall, Steve Strommen, and Brian Hartman. The scenario generator can be used for all material assumptions in an actuary’s cash flow projection software.

Description: This report provides a resource guide for asset-liability management practitioners, including methodology reviews, a survey of ALM practices, and guidance for applying ALM questions to real-world situations.