Enrolled Actuary - Frequently Asked Questions
What is an enrolled actuary?
An enrolled actuary is any individual who has satisfied the qualifications set forth in the regulations of the Joint Board for the Enrollment of Actuaries and who has been approved by the Joint Board to perform actuarial services under the Employee Retirement Income Security Act (ERISA) of 1974.
How do I become an enrolled actuary?
An applicant for enrollment must satisfy certain knowledge and experience requirements, which are set forth at Section 901.13 of the Joint Board regulations and submit an Application for Enrollment, Form 5434. Additional Enrolled Actuary Information.
How do I register for a Joint Board examination?
The Society of Actuaries handles all administrative matters regarding Joint Board examinations. For more information, Society of Actuaries.
How do I obtain my Joint Board examination results?
Society of Actuaries post passing grades (by candidate number) on their website. You may request a copy of your exam and answer sheet via facsimile at (202) 622-8300. Please include (1) your name, (2) your current mailing address, (3) name of examination, (4) date of examination, and (5) test site.
How do I notify the Joint Board of an address change?
Please submit written notification to the Joint Board at:
Joint Board for the Enrollment of Actuaries
Internal Revenue Service
SE:RPO
1111 Constitution Avenue, NW
Washington, DC 20224
Phone: (202) 622-8229
Fax: (202) 622-8300
How can I find out whether a practitioner is an enrolled actuary in good standing with the Joint Board?
To find out whether a practitioner is an enrolled actuary, you may contact us at:
Joint Board for the Enrollment of Actuaries
Internal Revenue Service
SE:RPO
1111 Constitution Avenue, NW
Washington, DC 20224
Phone: (202) 622-8229
Fax: (202) 622-8300
What types of behavior could subject an enrolled actuary to disciplinary action by the Joint Board?
In general, there are three types of misconduct that may subject an enrolled actuary to disciplinary action. These are (1) misconduct during the performance of actuarial services under ERISA, (2) misconduct related to the enrolled actuary’s Federal tax return, and (3) misconduct not related to the performance of actuarial services under ERISA.
How do I make a complaint against an enrolled actuary?
Please direct all complaints to:
Executive Director
Joint Board for the Enrollment of Actuaries
Return Preparer Office SE:RPO
Internal Revenue Service
1111 Constitution Avenue, NW
Washington, DC 20224
What type of information should be contained in a complaint?
At a minimum, a referral should contain the enrolled actuary’s name, address, telephone number and enrollment number, a detailed description of the allegations, and any supporting documents.
How can my organization attain status as a qualifying sponsor of continuing professional education for enrolled actuaries?
To attain qualifying sponsorship status, your organization must submit a sponsor information form and receive approval from the Joint Board. To obtain a sponsor information form, please contact the Joint Board at the below listed address:
Joint Board for the Enrollment of Actuaries
Internal Revenue Service
SE:RPO
1111 Constitution Avenue, NW
Washington, DC 20224
Phone: (202) 622-8229
Fax: (202) 622-8300
Standards of Practice for Tax Professionals
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