2025 SOA Valuation Actuary Meeting: Session 4E: LDTI - Day Two Opportunities and Implementation Challenges-08.18.25-Recording

With LDTI in the rear-view mirror for 2023 adopters, and 2025 adopters still working to meet the requirements before reporting on an LDTI basis for the first time at year-end 2025, there remain many opportunities and challenges for all companies subject to LDTI. These may include further enhancements to modeling, improvements in end-to-end processes (such as automation and reducing the close financial timeline), development of robust management reporting and analysis frameworks, and enhancements to financial planning and analysis under LDTI. The goal of this session is to share insights into the opportunities companies are engaging in to optimize LDTI compliance, as well as the challenges that remain for those still in the implementation phase.