News from the Joint Board

 

Current Rosters

Roster of Active Enrolled ActuariesXLSX

Current as of September 21, 2022. Roster will be updated regularly.

Roster of Qualifying SponsorsPDF

Current as of September 21, 2022. Roster will be updated regularly.


The Joint Board Seeks Applications for Advisory Committee on Actuarial Examinations

The Joint Board is seeking applications for the next term of its Advisory Committee on Actuarial Examinations. The term begins March 1, 2023, and ends February 28, 2025.

The Advisory Committee plays an integral role in the Joint Board's examination program by assisting the Joint Board in offering examinations that enable examination candidates to demonstrate the knowledge necessary to qualify for enrollment. The Advisory Committee's duties include recommending topics for inclusion on the Joint Board examinations, developing and reviewing examination questions, and recommending passing scores for the examinations. For additional information about the work of the Advisory Committee, please see the article written by Carl ShalitPDF, current Chair of the Advisory Committee.

Individuals interested in serving on the Advisory Committee should follow the application instructions provided in the Invitation for Membership on Advisory Committee notice. Applications will be accepted through December 6, 2022.

Joint Board Announces Temporary Waiver of "Physical Presence" Education Requirement for Enrolled Actuaries 


Guidance for Sponsors

Information About Initial and Continued Recognition as Qualifying Sponsor of Continuing Professional Education ProgramsPDF.


Joint Board Renewal Application Will Be Available in Early January 2023

The updated renewal application for enrollment for the April 1, 2023 - March 31, 2026, period will be available in early January 2023. Please wait for the updated form (Rev. 11-2022 or later) to be available before filing for renewal of your enrollment.  

To timely renew your enrollment, you must complete your continuing professional education (CPE) requirements by December 31, 2022, and submit your completed Form 5434-A (Application for Renewal of Enrollment) and renewal fee by March 1, 2023.  You may apply and pay online at Pay.gov.  Alternatively, you may mail your Form 5434-A and renewal fee to the address indicated on the Form 5434-A.

If you meet both deadlines, you may begin using the “23-” prefix with your enrollment number beginning April 1, 2023, regardless of whether you received an official renewal notice from the Joint Board.

If you miss either deadline and do not receive an official renewal notice prior to April 1, 2023, you will be treated as inactive beginning April 1, 2023, until the date the Joint Board mails your official renewal notice.  Please see section 901.11(l)(4)(iv) of the Joint Board regulations for the consequences of being on the inactive roster.

Information for Enrolled Actuaries Returning to Active Status from Inactive Status in 2022

Follow the instructions below to apply for a return to active status for the period ending March 31, 2023. Please note that you will still need to timely renew your enrollment for the upcoming period beginning April 1, 2023, through March 31, 2026, including completion of required continuing education credits by December 31, 2022, and filing a new Form 5434-A with renewal fee by March 1, 2023, to retain your active status after March 31, 2023. 

If you were eligible to use the “17-“ prefix, but not the “20-“ prefix:

  • If you were initially enrolled before 2017:
    • You may apply for a return to active status for the period ending March 31, 2023, by filing and paying electronically at Pay.gov or by mailing your completed Form 5434-APDF and renewal fee to the address indicated on the Form 5434-A.  You must wait for official notice from the Joint Board before resuming practice as an Enrolled Actuary.
  • If you were initially enrolled during 2017, 2018, or 2019:
    • You must satisfy an increased CPE hours requirement to apply for return to active status for the period ending March 31, 2023. (See section 901.11(l)(7)(i) of the Joint Board regulationsPDF.) You may apply and pay electronically at Pay.gov or mail your Form 5434-APDF and renewal fee to the address indicated on the Form 5434-A.  You must wait for official notice from the Joint Board before resuming practice as an Enrolled Actuary. 

In either case, you must apply to return to active status by December 31, 2022, to avoid additional requirements beyond those listed above.

If you were not eligible to use the “17-“ prefix nor the “20-“ prefix:

You must satisfy an increased CPE hours requirement, as well as a pension actuarial experience requirement, to apply for return to active status for the period ending March 31, 2023. These requirements are set forth at section 901.11(l)(7)(ii) or (iii), as applicable, of the Joint Board regulationsPDF. You must apply to return to active status by December 31, 2022, to avoid further requirements, or, if you are in your third inactive cycle, to avoid termination of your enrollment. After you have satisfied these requirements:

  1. Complete Form 5434-APDF. Your Form 5434-A should reflect the increased CPE hours specified at section 901.11(l)(7)(ii) or (iii) of the Joint Board regulations, depending on whether you are in your second or third inactive cycle, respectively.
  2. Complete Schedule A (from Form 5434PDF). Complete a separate Schedule A for each employer within the applicable period specified under section 901.11(l)(7)(ii) or (iii), as applicable. You should report only experience that you believe will qualify as responsible pension actuarial experience (not merely responsible actuarial experience). The individual(s) asked to certify your responsible pension actuarial experience must meet the requirements of section 901.1(j).
  3. Submit your completed Form 5434-A, Schedule(s) A, and renewal fee to the address indicated on Form 5434-A. Do not use Pay.gov.

Please note that if the most recent prefix you were eligible to use was "08-" or earlier, your enrollment has been terminated, and you must apply for enrollment as a new enrolled actuary by submitting a new Form 5434. Please see section 901.12 of the Joint Board regulations for the requirements for initial enrollment, including the 10-year limit for recognition of the EA-2 examinations in section 901.12(d) of the Joint Board regulations.

If you have any questions, contact us at nhqjbea@irs.gov.


  • Frequently Asked QuestionsPDF. Topics include qualifying continuing professional education (CPE) programs, certificates of completion, CPE credits, and the conflict of interest performance standard. (Updated 08/2021)  
  • Joint Board regulationsPDF