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Text of Proposed Regs from Joint Board for the Enrollment of Actuaries: Performance of Actuarial Services Under ERISA (PDF)

61 pages. Excerpt: This document contains proposed amendments to 20 CFR part 901 relating to the enrollment of actuaries under section 3042 of [ERISA]. The proposed amendments would update the eligibility requirements for performing actuarial services for ERISA-covered employee pension benefit plans, including the continuing education requirements, and the standards for performing such actuarial services.... The Joint Board has determined that the [existing] regulations need to be updated to reflect changes in the law and in industry practice.

JBEA Advisory Committee to Meet in July

"The Joint Board for the Enrollment of Actuaries gives notice of a meeting of the Advisory Committee on Actuarial Examinations (portions of which will be open to the public) ... on July 13-14, 2017.... The purpose of the meeting is to discuss topics and questions that may be recommended for inclusion on future Joint Board examinations in actuarial mathematics and methodology ... and to review the May 2017 Pension (EA-2L) and Basic (EA-1) Examinations in order to make recommendations ... Topics for inclusion on the syllabus for the Joint Board's examination program for the November 2017 Pension (EA-2F) Examination will be discussed."

Text of JBEA FAQs on Continuing Education, Enrollment and Standards of Performance (PDF)

6 pages; dated Jan. 2016. Topics include: [1] Questions related to qualifying programs for continuing education credit; [2] Questions related to certificates of completion of a qualifying program; [3] Questions related to continuing professional education credits; [4] Questions related to initial enrollment; and [5] Questions related to standards of performance.

Enrolled Actuary Program Examination Booklet for May 2014 Exams (PDF)

Updated February 2014; 32 pages. Excerpt: "The actuarial knowledge requirement for enrollment is augmented by a requirement that a candidate have certain responsible pension actuarial experience. Through a combined knowledge and experience requirement, the Joint Board seeks to determine which applicants for the designation of Enrolled Actuary have the skills necessary to protect the interests of pension plan participant... Not all topics listed in the syllabus of this examination program are necessarily covered on any particular year's examination, nor are the examination questions necessarily confined solely to the listed topics or suggested readings."

Text of JBEA Final Regs: Continuing Professional Education Requirements

"These final regulations remove the physical presence requirement for formal continuing professional education programs required for active (printed page 40232) enrolled actuaries and the physical location requirement from course certifications. These final regulations also modify the continuing professional education 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. Finally, the final regulations add a requirement that certificates of instruction for continuing professional education courses must reflect the hours credited toward the formal program requirement."

Text of JBEA Request for Nominations for Advisory Committee on Actuarial Examinations

"The current Advisory Committee members' terms expire on February 28, 2017. This notice describes the Advisory Committee and invites applications from those interested in serving on the Advisory Committee for the March 1, 2017 through February 28, 2019, term."

American Academy of Actuaries Comment Letter to JBEA on Final Regulations and Continuing Education Requirements (PDF)

The Academy's Pension Committee submitted a comment letter to the Joint Board for Enrollment of Actuaries regarding final regulations and continuing education requirements for enrolled actuaries.

Text of Enrolled Actuaries Pension Examination EA-2, Segment F, Fall 2023 (PDF)

61 pages. Full text of Nov. 9, 2023 exam with answers, published online by IRS.

Text of Enrolled Actuaries Pension Examination EA-2, Segment L, Spring 2022 (PDF)

48 pages. Full text of May 12, 2022, exam with answers, published online by IRS.

Text of Enrolled Actuaries Pension Examination EA-1, Spring 2022 (PDF)

36 pages. Full text of May 12, 2022 exam with answers, published online by IRS.