Brief Case
Pension Resource

Search the Pension Law Library

Limit to:Advanced options
Searches the code/regs in effect on that date.
Words mode supports "quoted phrases", +required and -excluded terms.
Document types:
Go to ERISA 92 (not yet in the library — opens the official source)
19 documents · 0.11sAllIRCERISAPBGCJoint 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(f)(1)(i) — Enrollment procedures.
    Joint BoardRegulationsSep 18, 2025
    …ry to the satisfactory performance of pension actuarial services and actuarial certifications under ERISA and the Internal Revenue Code. Such core subject matter includes the characteristics of actuarial cost methods under ERISA, actuarial assumptions, minimum funding standards, titles I, II, and IV of ERISA, requireme…
  3. 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 …
  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(a) — Eligibility to perform actuarial services.
    Joint BoardRegulationsOct 18, 2016★ strong match
    …l who is an enrolled actuary as defined in § 901.1(g) may perform actuarial services required under ERISA or regulations thereunder. Where a corporation, partnership, or other entity is engaged to provide actuarial services, such services may be provided on its behalf only by an enrolled actuary who is an employee, par…
  6. 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 …
  7. 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…
  8. 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…
  9. 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
  10. Joint BoardRegulationsOct 18, 2016★ strong match
    …e of actuarial services with respect to plans to which the Employee Retirement Income Security Act (ERISA) applies, and of civil or criminal laws. Making the accountings of disclosures available to individuals enables such individuals to identify entities investigating them and thereby to determine the nature of the vi…
  11. 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").
  12. 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…
  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. 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…
  15. 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.
  16. 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…
  17. 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.
  18. 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…
  19. 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…