News from the Joint Board
Reminder to Enrolled Actuaries Who Haven't Renewed or Haven't Received Confirmation of Renewal for the Cycle Effective April 1, 2011. To maintain active enrollment to perform actuarial services under ERISA, each enrolled actuary is required to renew his/her enrollment as set forth in the Joint Board regulations. Only those enrolled actuaries in active enrollment status for the cycle effective April 1, 2011, may use the “-11” prefix or otherwise perform actuarial services under ERISA.
If you were initially enrolled prior to January 1, 2011, and have not filed an application for renewal of enrollment effective April 1, 2011, you have been placed on the roster of inactive enrolled actuaries. Effective April 1, 2011, you have been ineligible to perform actuarial services under ERISA. You may return to active status at any time during your period of inactive enrollment by satisfying the requirements to return to active enrollment and by filing an application to return to active enrollment. However, if you previously received notice of termination of enrollment, you are ineligible to renew your enrollment. Instead, you will need to apply as a new enrolled actuary and meet the requirements for initial enrollment.
If you filed an application for renewal of enrollment effective April 1, 2011, and have not received a confirmation of renewal, please contact us at firstname.lastname@example.org. Until you receive a confirmation of renewal, you should consider yourself in inactive status. Please note that the Joint Board no longer sends a notice of inactive status to each enrolled actuary who fails to renew his/her enrollment.
- Roster of Active Enrolled Actuaries (current as of November 21, 2013). List will be updated regularly.
- Roster of Qualifying Sponsors (current as of November 21, 2013). List will be updated regularly.
- Information About Initial and Continued Recognition as Qualifying Sponsor of Continuing Education Programs (Updated October 16, 2012)
- Information About Changes to the Examination Program. Effective with the 2013 exams, EA-2 (Segment A) and EA-2 (Segment B) will be renamed as follows: EA-2 (Segment B) will be renamed EA-2 (Segment L) [meaning "Law"] and EA 2 (Segment A) will be renamed EA-2 (Segment F) [meaning "Funding"]. The topics covered in each of the segments will be unchanged; however, there may be changes to the suggested reading list to reflect that legal aspects of pensions will be emphasized in EA-2 (Segment L) and that funding and tax deduction aspects of pensions will be emphasized in EA-2 (Segment F). To learn more about the exams, see the Fall 2012 Examination Program Booklet.
- Joint Board Issues Frequently Asked Questions. Topics include the new continuing professional education requirements and the conflict of interest performance standard.
- Joint Board Issues Corrections to Final Regulations. These corrections are effective on December 28, 2011, and applicable on March 31, 2011.
- Joint Board Issues Final Regulations. These regulations update the eligibility requirements for performing actuarial services for ERISA-covered employee pension benefit plans, including the continuing professional education requirements and the standards for performing such actuarial services.
These regulations are effective on May 2, 2011.
- Notice About Payment of Fees and Electronic Check Processing
- Update your contact information