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Deeper command of the NAIC MAR framework for pension risk transfer specialists

$199.00
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A tailored course, built for your situation

Deeper command of the NAIC MAR framework for pension risk transfer specialists

Master the structure, logic, and application of NAIC MAR to lead complex risk transfer engagements with precision

$199 one-time
24-hour access provisioning 30-day money-back guarantee Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.

Who this is for

Actuarial and risk transfer professionals working within life and pension insurers, focused on regulatory-compliant risk transfer execution and capital optimisation

Who this is not for

Entry-level analysts or professionals outside insurance risk transfer or regulatory reporting

What you walk away with

  • Complete fluency in NAIC MAR structure, control domains, and reporting expectations
  • Ability to anticipate and shape reviewer feedback before submission
  • Independence in structuring compliant transaction narratives
  • Faster alignment with internal and external auditors on framework compliance
  • Confident application of NAIC MAR to novel transaction structures

The 12 modules (with all 144 chapters)

Module 1. NAIC MAR overview and strategic context
Understand the role of NAIC MAR in U.S. insurance regulation and how it shapes risk transfer outcomes.
12 chapters in this module
  1. Origins of NAIC MAR
  2. Relationship to Solvency II
  3. Key reporting objectives
  4. Actuarial certification scope
  5. Materiality thresholds
  6. Filing types and cycles
  7. Interaction with SOX 404
  8. Capital treatment principles
  9. State regulator expectations
  10. Common misconceptions
  11. Framework evolution trends
  12. Mapping to internal controls
Module 2. Structure of the NAIC MAR document
Break down each section of the MAR and understand required content and formatting.
12 chapters in this module
  1. Cover page requirements
  2. Executive summary standards
  3. Risk exposure summary
  4. Reinsurance recoverables section
  5. Derivatives disclosure
  6. Investment valuation policies
  7. Reserve methodology summaries
  8. Liquidity risk reporting
  9. Contingent liabilities
  10. Related party transactions
  11. Governance appendix
  12. Attestation protocols
Module 3. Control domains and compliance logic
Master the five NAIC MAR control domains and how they map to internal processes.
12 chapters in this module
  1. Governance oversight controls
  2. Data integrity controls
  3. Valuation methodology controls
  4. Disclosure completeness controls
  5. Review and approval controls
  6. Segregation of duties
  7. Evidence retention rules
  8. Control testing frequency
  9. Documentation standards
  10. Exception handling
  11. Remediation tracking
  12. Internal audit alignment
Module 4. Actuarial certification requirements
Understand the depth of support needed for sign-off and how to structure actuarial opinions.
12 chapters in this module
  1. Scope of certification
  2. Actuarial opinion types
  3. Reserve adequacy testing
  4. Sensitivity analysis depth
  5. Scenario coverage
  6. Peer benchmarking
  7. Model validation trail
  8. Documentation trail
  9. Sign-off hierarchy
  10. External reviewer prep
  11. Common audit questions
  12. Update triggers
Module 5. Data sourcing and traceability
Ensure data flows meet NAIC MAR traceability requirements from GL to report.
12 chapters in this module
  1. General ledger mapping
  2. Chart of accounts alignment
  3. Subledger integration
  4. Reinsurance module data
  5. Derivatives valuation sources
  6. External pricing inputs
  7. Manual adjustment logs
  8. System of record rules
  9. Data lineage documentation
  10. Sampling for validation
  11. Reconciliation protocols
  12. Audit trail retention
Module 6. Reserves and liability reporting
Apply NAIC MAR rules to pension liability recognition and disclosure.
12 chapters in this module
  1. Pension block classification
  2. Discount rate sourcing
  3. Mortality assumption logging
  4. Lapse rate documentation
  5. Credibility weighting
  6. Sensitivity testing
  7. Stress testing outputs
  8. Best estimate vs. USAP
  9. FASB alignment
  10. DAC treatment
  11. Unpaid claims reporting
  12. IBNR methodology
Module 7. Reinsurance recoverables and credit risk
Structure disclosures for reinsurer creditworthiness and recoverability.
12 chapters in this module
  1. Ceded reserve recognition
  2. Reinsurer rating sources
  3. Collateral requirements
  4. Recovery testing
  5. Default scenario modeling
  6. Unsecured exposure
  7. Reinsurance trust tracking
  8. Bilateral netting
  9. Credit valuation adjustment
  10. Counterparty risk tiers
  11. Concentration thresholds
  12. Trigger-based monitoring
Module 8. Derivatives and hedging disclosures
Meet NAIC MAR requirements for derivative positions and hedging effectiveness.
12 chapters in this module
  1. Derivative classification
  2. Fair value sourcing
  3. Hedge documentation
  4. Effectiveness testing
  5. Cash flow hedge rules
  6. Fair value hedge rules
  7. Embedded derivatives
  8. Valuation adjustments
  9. Model inputs
  10. Reconciliation to trading books
  11. Counterparty exposure
  12. Collateral posting
Module 9. Liquidity and capital adequacy
Report liquidity risk and capital sufficiency under NAIC MAR guidelines.
12 chapters in this module
  1. Liquidity risk categories
  2. Cash flow testing
  3. Stress testing scenarios
  4. Capital threshold calculations
  5. Surplus notes disclosure
  6. Debt maturity profiles
  7. Access to capital markets
  8. Dividend capacity
  9. Rating agency alignment
  10. Internal capital models
  11. ORSA linkage
  12. Contingency funding
Module 10. Governance and oversight reporting
Detail board and committee oversight in line with NAIC MAR expectations.
12 chapters in this module
  1. Board risk committee role
  2. Risk appetite statement
  3. Delegation of authority
  4. Committee charter requirements
  5. Meeting frequency
  6. Minutes documentation
  7. Escalation protocols
  8. Risk reporting cadence
  9. Third-party oversight
  10. Vendor management
  11. Succession planning
  12. Training logs
Module 11. External audit and regulator engagement
Prepare for auditor and regulator interactions with confidence.
12 chapters in this module
  1. Audit request readiness
  2. Document retrieval speed
  3. Response drafting standards
  4. Follow-up handling
  5. Regulator call prep
  6. Position consistency
  7. Cross-jurisdiction alignment
  8. Common follow-ups
  9. Discrepancy resolution
  10. Review cycle timing
  11. Feedback incorporation
  12. Pre-filing reviews
Module 12. Advanced applications and edge cases
Apply NAIC MAR to complex transactions and emerging structures.
12 chapters in this module
  1. Pension risk transfer deals
  2. Buy-in vs. buy-out differences
  3. Longevity swap reporting
  4. Novel structure compliance
  5. Cross-border implications
  6. Post-closing adjustments
  7. Run-off block reporting
  8. M&A integration
  9. Economic scenario changes
  10. Regulatory change adaptation
  11. Internal audit challenges
  12. Benchmarking against peers

How this maps to your situation

  • When preparing first NAIC MAR filing
  • Ahead of auditor review
  • During pension risk transfer integration
  • When updating internal control frameworks

Before vs. after

Before
Working from templates and guidance with gaps in framework-level confidence
After
Leading filings with full command of NAIC MAR structure, logic, and application

What's included with your purchase

  • 12 modules with 12 chapters each (144 chapters)
  • Downloadable templates and worked examples for every module
  • Hand-built implementation playbook delivered alongside course access
  • 30-day money-back guarantee

Delivery and format

  • Course and learning environment access provisioned within 24 hours of purchase
  • Hand-built implementation playbook delivered alongside course access

Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.

Time investment: Approximately 18 hours over 6 weeks, with self-paced access.

If nothing changes
Without mastery of NAIC MAR, professionals risk delays in sign-off, rework on regulator feedback, and missed opportunities to lead complex transactions.

How this compares to the alternatives

Unlike generic compliance courses, this program is tailored to pension risk transfer professionals and focuses exclusively on NAIC MAR application in transactional contexts.

Frequently asked

Who is this course for?
Actuarial and risk transfer professionals working on pension risk transfer deals within insurers who need to file or review NAIC MAR reports.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does this cover Solvency II or SOX 404?
It references both where relevant, but the core focus is NAIC MAR as the primary regulatory framework for U.S. pension risk transfer reporting.
$199 one-time. Approximately 18 hours over 6 weeks, with self-paced access..

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.

30-day money-back guarantee· 144 chapters· Hand-built playbook included· Account access within 24 hours
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