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1. 76 FR 17762 — Regulations Governing the Performance of Actuarial Services Under the Employee Retirement Income Security Act of 1974
   Joint BoardFinal Rules (FR)Mar 31, 2011related by meaning
   ach type of program that would have been separately defined under the proposed regulations may still satisfy the requirements of a qualifying program. In response to comments, the Joint Board notes that the qualifying sponsor must take reasonable steps to verify participation. The nature of the program will affect the …
2. 20 C.F.R. § 901.11(f)(2)(ii)(B) — Enrollment procedures.
   Joint BoardRegulationsSep 18, 2025related by meaning
   (f)(2)(ii)(B) (B) Instructor. A qualifying program is a formal program with respect to the instructor only if the program is a formal program under paragraph (f)(2)(ii)(A) of this section with respect to at least three participants engaged in substantive pension service. (f)(3) (3) Qualifying sponsors (f)(3)(i) (i) In …
3. Circular 230 § 10.3(d)(2) — Who may practice.
   Joint BoardRegulationsDec 30, 2016★ strong match
   …issues involving the following statutory provisions in title 26 of the United States Code: sections 401 (relating to qualification of employee plans), 403(a) (relating to whether an annuity plan meets the requirements of section 404(a)(2)), 404 (relating to deductibility of employer contributions), 405 (relating to qua…
4. 90 FR 40231 — Continuing Professional Education Requirements of the Joint Board for the Enrollment of Actuaries
   Joint BoardFinal Rules (FR)Aug 19, 2025related by meaning
   ordkeepers annually for a total of 1,000 burden hours. IRS received no public comments related to the recordkeeping requirements. Drafting Information The principal author of these regulations is Tom Morgan of the Office of Associate Chief Counsel (Employee Benefits, Exempt Organizations, and Employment Taxes). Other p…
5. 89 FR 18579 — Regulations for Continuing Professional Education Requirements of the Joint Board for the Enrollment of Actuaries
   Joint BoardProposed Rules (FR)Proposed Mar 14, 2024related by meaning
   physical location). Instructors, however, must be in the physical presence of at least three other individuals engaged in substantive pension service. Section 901.11(f)(3) defines qualifying sponsors as organizations recognized by the Executive Director of the Joint Board whose programs offer opportunities for continui…
6. 20 C.F.R. § 901.30(a) — Authority to suspend or terminate enrollment.
   Joint BoardRegulationsOct 18, 2016related by meaning
   (a) (a) Has failed to discharge his/her duties under ERISA, or
7. 20 C.F.R. § 900.2 — Establishment.
   Joint BoardRegulationsApr 1, 1997related by meaning
   The Joint Board has been established by the Secretary of Labor and the Secretary of the Treasury pursuant to section 3041 of the Employee Retirement Income Security Act of 1974 (29 U.S.C. 1241). Bylaws of the Board have been issued by the two Secretaries. 1 1 Copy filed with the Office of the Federal Register. Copies m…
8. 20 C.F.R. § 901.12(d) — Eligibility for enrollment.
   Joint BoardRegulationsOct 18, 2016related by meaning
   (d) (d) Pension actuarial knowledge. (d)(1) (1) The applicant shall demonstrate pension actuarial knowledge by one of the following: (d)(1)(i) (i) Joint Board pension examination. Successful completion, within the 10-year period immediately preceding the date of the application, to a score satisfactory to the Joint Boa…
9. 20 C.F.R. § 900.3 — Composition.
   Joint BoardRegulationsOct 18, 2016related by meaning
   Pursuant to the Bylaws, the Joint Board consists of three members appointed by the Secretary of the Treasury and two members appointed by the Secretary of Labor. The Board elects a Chairman and a Secretary from among the Department of the Treasury and the Department of Labor members. The Pension Benefit Guaranty Corpor…
10. 76 FR 81362 — Regulations Governing the Performance of Actuarial Services Under the Employee Retirement Income Security Act of 1974; Correction
    Joint BoardFinal Rules (FR)Dec 28, 2011related by meaning
    orrection are under section 3042 of the Employee Retirement Income Security Act of 1974 (88 Stat. 829), Public Law 93-406 (ERISA). Need for Correction As published, final regulations (TD 9517) contain errors that may prove to be misleading and are in need of clarification. Correction of Publication Accordingly, the pub…
11. 81 FR 8832 — Regulations Governing Organization of the Joint Board for the Enrollment of Actuaries
    Joint BoardFinal Rules (FR)Feb 23, 2016related by meaning
    hority : Sec. 3041-2, Pub. L. 93-406, 88 Stat. 829, 1002 (29 U.S.C. 1241-2). Par. 2. Section 900.3 is revised to read as follows: § 900.3 Composition. Pursuant to the Bylaws, the Joint Board consists of three members appointed by the Secretary of the Treasury and two members appointed by the Secretary of Labor. The Boa…
12. 20 C.F.R. § 903.8(c)(2)(i) — Exemptions.
    Joint BoardRegulationsOct 18, 2016related by meaning
    (c)(2)(i) (i) The Joint Board believes that imposition of the requirements of subsection (c)(3), which requires that accountings of disclosures be made available to individuals, would impair the ability of the Joint Board and other investigative entities to conduct investigations of alleged or suspected violations of t…