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19 documents · 0.12sAllIRCERISAPBGCJoint Board
  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, 2011★ strong match
    …tion 3042 of the Employee Retirement Income Security Act of 1974 (88 Stat. 829), Public Law 93-406 (ERISA). Section 3042 of ERISA provides that the Joint Board for the Enrollment of Actuaries (Joint Board) shall, by regulations, establish reasonable standards and qualifications for persons performing actuarial services…
  2. 20 C.F.R. § 901.11(o)(4) — Enrollment procedures.
    Joint BoardRegulationsSep 18, 2025★ strong match
    …lled actuaries and is ineligible to perform pension actuarial services as an enrolled actuary under ERISA and the Internal Revenue Code.
  3. 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, 2024★ strong match
    …tion 3042 of the Employee Retirement Income Security Act of 1974 (88 Stat. 829), Public Law 93-406 (ERISA). Section 3042 of ERISA provides that the Joint Board shall, by regulations, establish reasonable standards and qualifications for persons performing actuarial services with respect to plans to which ERISA applies …
  4. 20 C.F.R. § 901.20 — Standards of performance of actuarial services.
    Joint BoardRegulationsOct 18, 2016★ strong match
    In the discharge of duties required by ERISA of enrolled actuaries with respect to any plan to which the Act applies:
  5. 20 C.F.R. § 901.2(c) — Eligibility to perform actuarial services.
    Joint BoardRegulationsOct 18, 2016★ strong match
    … the United States, or of the District of Columbia, shall perform actuarial services required under ERISA or regulations thereunder or aid or assist in the performance of such actuarial services, in regard to particular matters, involving a specific party or parties, in which the individual participated personally and …
  6. Joint BoardRegulationsOct 18, 2016★ strong match
    …services under the Employee Retirement Income Security Act of 1974, hereinafter also referred to as ERISA. Subpart A of this part sets forth definitions and eligibility to perform actuarial services; subpart B of this part sets forth rules governing the enrollment of actuaries; subpart C of this part sets forth standar…
  7. 90 FR 40231 — Continuing Professional Education Requirements of the Joint Board for the Enrollment of Actuaries
    Joint BoardFinal Rules (FR)Aug 19, 2025★ strong match
    …f the Employee Retirement Income Security Act of 1974, Public Law 93-406, 88 Stat. 829, as amended (ERISA). Section 3042 of ERISA authorizes the Joint Board to issue regulations that establish reasonable standards and qualifications for persons performing actuarial services with respect to plans to which ERISA applies …
  8. 20 C.F.R. § 901.30(a) — Authority to suspend or terminate enrollment.
    Joint BoardRegulationsOct 18, 2016★ strong match
    (a) (a) Has failed to discharge his/her duties under ERISA, or
  9. 20 C.F.R. § 901.52 — Effect of suspension, termination or resignation of enrollment; surrender of enrollment certificate.
    Joint BoardRegulationsOct 18, 2016★ strong match
    … is suspended, the respondent shall not thereafter be permitted to perform actuarial services under ERISA during the period of suspension. If the respondent's enrollment is terminated, the respondent shall not thereafter be permitted to perform actuarial serv- ices under ERISA unless and until authorized to do so by th…
  10. ERISA § 3041 (29 U.S.C. § 1241) — Joint Board for the Enrollment of Actuaries
    Joint BoardCode / StatuteJan 6, 2025★ strong match
    The Secretary of Labor and the Secretary of the Treasury shall, not later than the last day of the first calendar month beginning after September 2, 1974, establish a Joint Board for the Enrollment of Actuaries (hereinafter in this part referred to as the "Joint Board").
  11. Joint BoardRegulationsOct 18, 2016★ strong match
    …or the Enrollment of Actuaries a roster of all persons enrolled to perform actuarial services under ERISA and a roster of all persons whose enrollments to perform such services have been suspended or terminated. Other records may be disclosed upon specific request, in accordance with the applicable disclosure and priva…
  12. Joint BoardRegulationsOct 18, 2016
    …s of the regulations governing the performance of actuarial services with respect to plans to which ERISA applies. Individuals who learn that they are suspected of violating said regulations are given the opportunity to destroy or alter evidence needed to prove the alleged violations. Such individuals may also be able …
  13. 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
    …tion 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 publication of the final r…
  14. Circular 230 § 10.3(d)(2) — Who may practice.
    Joint BoardRegulationsDec 30, 2016related by meaning
    failure to file annual registration and other notifications by pension plan), 6652(f) (relating to the failure to file information required in connection with certain plans of deferred compensation), 6692 (relating to the failure to file actuarial report), 7805(b) (relating to the extent to which an Internal Revenue Se…
  15. 81 FR 8832 — Regulations Governing Organization of the Joint Board for the Enrollment of Actuaries
    Joint BoardFinal Rules (FR)Feb 23, 2016
    …tion 3041 of the Employee Retirement Income Security Act of 1974 (88 Stat. 829), Public Law 93-406 (ERISA). Section 3041 of ERISA provides that the Secretary of Labor and the Secretary of the Treasury shall, not later than the last day of the first calendar month beginning after the date of enactment of ERISA, establis…
  16. 20 C.F.R. § 901.31(b) — Grounds for suspension or termination of enrollment.
    Joint BoardRegulationsOct 18, 2016
    …ted if it is found that the actuary, following enrollment, failed to discharge his/her duties under ERISA. Such duties include those set forth in § 901.20.
  17. 20 C.F.R. § 901.12(d) — Eligibility for enrollment.
    Joint BoardRegulationsOct 18, 2016
    …ard in actuarial mathematics and methodology relating to pension plans, including the provisions of ERISA relating to the minimum funding requirements and allocation of assets on plan termination. (d)(1)(ii) (ii) Organization pension examinations. Successful completion, within the 10-year period immediately preceding t…
  18. 20 C.F.R. § 901.1(g) — Definitions.
    Joint BoardRegulationsOct 18, 2016
    …lment of Actuaries (the Joint Board), or its designee, to perform actuarial services required under ERISA or regulations thereunder.
  19. ERISA § 3042(a)(1)(B) (29 U.S.C. § 1242) — Enrollment by Board; standards and qualifications; suspension or termination of enrollment
    Joint BoardCode / StatuteJan 4, 1995related by meaning
    (a)(1)(B) (B) successful completion of an examination in actuarial mathematics and methodology to be given by the Joint Board, or (a)(1)(C) (C) successful completion of other actuarial examinations deemed adequate by the Joint Board, and (a)(2) (2) an appropriate period of responsible actuarial experience.