Prepare for LDTI Reporting Requirements

Long Duration Targeted Improvements (LDTI) is a set of focused changes to help simplify and enhance aspects of accounts for long duration contracts issued by life and annuity companies.
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The clock is ticking towards the LDTI compliance date and LDTI reporting requirements – will you be ready?

Given the scope of impact, planning must start now and begin with a comprehensive strategy.

Leveraging Workiva’s solutions in coordination with PwC’s LDTI technical expertise, PwC developed a solution that can be enabled within your Workiva environment that:

  • Uploads source data from your actuarial validation and accounting systems to Workiva tables (and can be enabled via an API)
  • Leverages customized queries to summarize data for financial reporting and management reporting
  • Uses Workiva’s connected reporting functionality to link Workiva tables to a customized LDTI footnote template and management reporting template to simplify your reporting needs

We’ll work with you as permissible to help configure this in a way that fits your needs, saves time, and allows you to focus on what can bring the most value to your business.


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Compatible Solutions
To use this item, your organization needs to have purchased one of the following solutions.
Annual & Interim Financial Reporting
Board Reporting
Financial Statements
Insurance Reporting
SEC Reporting
Additional fees may be required