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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, 2011★ strong match
   …and the return of client records are equally ( printed page 17768) pertinent to practice before the PBGC and DOL, as well as the IRS. These provisions have been retained unchanged from the proposal, except that with respect to the return of client records. With respect to the return of client records, a commenter asked…
2. 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
   …ers of their educational programs. These amendments update the regulations given enhanced workplace technology (including newly developed technology for delivering education and educational materials) that became more prevalent in response to the COVID-19 pandemic and that continues to develop in ways that render the p…
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
   …their educational programs. These amendments would update the regulations in light of the workplace technology (including newly developed technology for delivering education and educational materials) that became more prevalent in response to the COVID-19 pandemic and that continues to develop in ways that make the phy…
4. 20 C.F.R. § 901.11(o)(3) — Enrollment procedures.
   Joint BoardRegulationsSep 18, 2025related by meaning
   (o)(3) (3) Example 3. Individual G, who was initially enrolled before January 1, 2008, completes only 8 hours of core continuing professional education credit and 24 hours of non-core continuing professional education credit between January 1, 2011, and December 31, 2013. G completes another 6 hours of core continuing …
5. Circular 230 § 10.9(a)(4)(i) — Continuing education providers and continuing education programs.
   Joint BoardRegulationsDec 30, 2016★ strong match
   … requirements in paragraph (a)(2)of this section before a program number is issued. (a)(4)(ii) (ii) Update programs. Update programs may use the same number as the program subject to update. An update program is a program that instructs on a change of existing law occurring within one year of the update program offerin…
6. 75 FR 81454 — Privacy Act of 1974; Implementation
   Joint BoardFinal Rules (FR)Dec 28, 2010related by meaning
   ON CONTACT: Earl Prater, Senior Counsel, Office of Professional Responsibility, at (202) 622-8018 (not a toll-free number). SUPPLEMENTARY INFORMATION: The Joint Board is proposing to simplify the administration of its Privacy Act systems of records by consolidating the current nine systems into three systems of records…
7. JBEA News: Joint Board final regulations amending continuing professional education requirements — Joint Board final regulations amending continuing professional education requirements
   Joint BoardJoint Board NoticesSep 18, 2025related by meaning
   The Joint Board has issued Final amendment to the CPE requirements. These changes: Remove the physical presence requirement for formal programs. Modify the CPE requirement for certain actuaries who seek to return to active enrollment from inactive status due to their failure to timely satisfy the renewal requirements i…
8. Circular 230 § 10.22(c) — Diligence as to accuracy.
   Joint BoardRegulationsDec 30, 2016related by meaning
   (c) (c) Effective/applicability date. Paragraph (a) of this section is applicable on September 26, 2007. Paragraph (b) of this section is applicable beginning June 12, 2014.
9. Circular 230 § 10.36(c) — Procedures to ensure compliance.
   Joint BoardRegulationsDec 30, 2016related by meaning
   (c) (c) Effective/applicability date. This section is applicable beginning June 12, 2014.
10. Circular 230 § 10.65(c) — Supplemental charges.
    Joint BoardRegulationsDec 30, 2016related by meaning
    (c) (c) Effective/applicability date. This section is applicable beginning August 2, 2011.
11. Circular 230 § 10.20(c) — Information to be furnished.
    Joint BoardRegulationsDec 30, 2016related by meaning
    (c) (c) Effective/applicability date. This section is applicable beginning August 2, 2011.
12. Circular 230 § 10.35(b) — Competence.
    Joint BoardRegulationsDec 30, 2016related by meaning
    (b) (b) Effective/applicability date. This section is applicable beginning June 12, 2014.
13. Circular 230 § 10.66(b) — Reply to answer.
    Joint BoardRegulationsDec 30, 2016related by meaning
    (b) (b) Effective/applicability date. This section is applicable beginning August 2, 2011.
14. Circular 230 § 10.33(c) — Best practices for tax advisors.
    Joint BoardRegulationsDec 30, 2016related by meaning
    (c) (c) Applicability date. This section is effective after June 20, 2005.
15. JBEA News: Guidance for sponsors — Guidance for sponsors
    Joint BoardJoint Board Noticesrelated by meaning
    …and continued recognition as qualifying sponsor of continuing professional education programs PDF. (updated October 2023)
16. 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…
17. Circular 230 § 10.0(b) — Scope of part.
    Joint BoardRegulationsDec 30, 2016related by meaning
    (b) (b) Effective/applicability date. This section is applicable beginning August 2, 2011.
18. Circular 230 § 10.2(b) — Definitions.
    Joint BoardRegulationsDec 30, 2016related by meaning
    (b) (b) Effective/applicability date. This section is applicable beginning August 2, 2011.
19. Circular 230 § 10.25(e) — Practice by former government employees, their partners and their associates.
    Joint BoardRegulationsNov 6, 2020related by meaning
    (e) (e) Effective/applicability date. This section is applicable beginning August 2, 2011.
20. 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…