Actuarial Valuation Report_2023_Redacted.pdf

This document is a request for information from the Office of the Comptroller of the Currency seeking actuarial valuation services. The OCC requires projections of actuarial liabilities for retiring and retired employees' postretirement life insurance benefits using various assumptions including demographics, economic changes, and contributions over time. Interested parties are requested to provide company information and qualifications, an overview of proposed valuation methods and tools, published pricing, and schedule estimates. Responses are due by November 27, 2023 and should not exceed 10 pages. The OCC anticipates a firm-fixed-price, level-of-effort contract type for these services. Subcontracting opportunities for small businesses are also to be identified.