News from the Joint Board

 

Current rosters

Roster of active enrolled actuaries XLSX

Current as of July 16, 2025. Roster will be updated regularly.

Roster of qualifying sponsors PDF

Current as of July 16, 2025. Roster will be updated regularly.

Joint Board final regulations amending continuing professional education requirements

The Joint Board has issued Final amendment to the CPE requirements.

These changes:

  • Remove the physical presence requirement for formal programs.
  • Modify the CPE requirement for certain actuaries who seek to return to active enrollment from inactive status due to their failure to timely satisfy the renewal requirements in the first enrollment cycle after their initial enrollment.
  • Remove the physical location requirement for certificates of instruction and completion.
  • Add a requirement that certificates of instruction reflect the hours credited toward the formal program requirement.

Effective and applicability dates: These changes were effective Sept. 18, 2025, and apply to all enrollment cycles ending after Sept. 18, 2025. The temporary physical presence waiver announced in IR-2024-70, March 13, 2024, remained in effect until Sept. 18, 2025.

Information about renewal of enrollment for the April 1, 2026-March 31, 2029, period

The Joint Board expects to release an updated Form 5434-A in January 2026 to apply for renewal of enrollment for the April 1, 2026- March 31, 2029, period. Please wait until the updated form is available before applying. We are sorry for any inconvenience.

Information about renewal of enrollment for the April 1, 2023-March 31, 2026, period

Use Form 5434-A, Joint Board for the Enrollment of Actuaries - Application for Renewal of Enrollment PDF (Rev. 11-2023) to apply for renewal of enrollment for the April 1, 2023-March 31, 2026, period.

If you renewed your enrollment for the April 1, 2023-March 31, 2026, period, please check the roster posted on this page to verify your active enrollment status. Report any issues to nhqjbea@irs.gov.

If you are in inactive status and want to return to active status for the April 1, 2023–March 31, 2026, period, please review the Joint Board regulations and follow the applicable instructions below. Note: You must apply for reinstatement to active status by Dec. 31, 2025, to avoid the additional requirements for reinstatement in the following cycle, or, if you are in your third inactive cycle, to avoid termination of your enrollment.

Instructions:

  • If you were eligible to use the “20-” prefix, you must satisfy the CPE hours requirement that would have applied had you timely renewed. You may submit your completed Form 5434-A and renewal fee at Pay.gov or by mail or private carrier.
  • If you were not eligible to use the “20-” prefix, you must satisfy an increased CPE hours requirement, as well as a certified pension actuarial requirement. These requirements are set forth at section 901.11(l)(7)(ii) or (iii) of the Joint Board regulations. After you have satisfied these requirements:
    • Complete Form 5434-A PDF. 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.
    • Complete Schedule A (from Form 5434 PDF). 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).
    • 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 "11-" or earlier, your enrollment has terminated, and you must apply for enrollment as a new enrolled actuary by submitting 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.

Guidance for sponsors

Information about initial and continued recognition as qualifying sponsor of continuing professional education programs PDF. (updated 10/2023)

User fees relating to enrolled actuaries

Final IRS/Treasury regulations, issued on Oct. 20, 2023, increase both the enrollment and renewal of enrollment user fees for enrolled actuaries from $250 to $680. The new fees are applicable beginning Nov. 20, 2023

Notice of amendment to Advisory Committee Charter

Pursuant to 41 CFR 102-3.80, the Joint Board provides notice of an amendment to the charter of the Advisory Committee on Actuarial Examinations PDF. This amendment, which was adopted on Feb. 28, 2025, makes minor wording changes to the description of the member selection process under section 12 of the charter.

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Page Last Reviewed or Updated: 01-Dec-2025