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
…formation are required in order for the Joint Board to carry out its function under section 3042 of ERISA, which provides that the Joint Board shall, by regulations, establish reasonable standards and qualifications for persons performing actuarial services with respect to plans subject to ERISA and, upon application b…
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.
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 …
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:
Joint BoardRegulationsOct 18, 2016★ strong match
…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 …
Joint BoardRegulationsOct 18, 2016★ strong match
(a) (a) Has failed to discharge his/her duties under ERISA, or
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…
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 …
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…
Joint BoardRegulationsOct 18, 2016★ strong match
…icer or employee of any agency or court authorized to determine the validity of pension plans under ERISA.
(c)(5) (5) Willful violation of any of the regulations contained in this part.
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
…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 …
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…
Joint BoardRegulationsDec 30, 2016★ strong match
…n reversion of qualified plan assets to employer), 6057 (relating to annual registration of plans), 6058 (relating to information required in connection with certain plans of deferred compensation), 6059 (relating to periodic report of actuary), 6652(e) (relating to the failure to file annual registration and other not…
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…
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…
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…
Joint BoardCode / StatuteJan 6, 2025
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").
Joint BoardRegulationsOct 18, 2016
…lment of Actuaries (the Joint Board), or its designee, to perform actuarial services required under ERISA or regulations thereunder.
Joint BoardFinal Rules (FR)Dec 28, 2010related by meaning
of the Act.
(iii) * * * Therefore, the Joint Board claims exemptions from the requirements of subsections (d)(2), (3), and (4), (e)(4)(H), and (f)(4). (iv) * * * For these reasons, the Joint Board claims exemptions from the requirements of subsections (e)(4)(G) and (f)(1).
(v) * * * For these reasons, the Joint Board c…