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Enrolled actuary information


An enrolled actuary is an actuary enrolled by the Joint Board for the Enrollment of Actuaries under the Employee Retirement Income Security Act of 1974 (ERISA).[1] Enrolled actuaries, under regulations of the Department of the Treasury and the Department of Labor, perform a variety of tasks with respect to pension plans in the United States under ERISA. As of July, 2020, there were approximately 3,500 enrolled actuaries.[2]

  1. ^ See 26 U.S.C. § 7701, paragraph (a)(35), and 29 U.S.C. § 1242.
  2. ^ "Enrolled Actuary Roster" (PDF) (PDF). Joint Board for the Enrollment of Actuaries. August 23, 2016. Retrieved September 25, 2016.

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Enrolled actuary

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An enrolled actuary is an actuary enrolled by the Joint Board for the Enrollment of Actuaries under the Employee Retirement Income Security Act of 1974...

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Enrolled agent

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granted with limited representation rights to enrolled actuaries, and enrolled retirement plan agents. Enrolled Agents, like other FATPs, are subject to a...

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American Academy of Actuaries

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Actuaries. M.S.P.A. or F.S.P.A. in the American Society of Pension Professionals and Actuaries. Conference of Consulting Actuaries. Enrolled Actuary status...

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Conference of Consulting Actuaries

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The Conference of Consulting Actuaries (CCA) is a professional society of actuaries engaged in consulting in the United States and Canada, as opposed to...

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International Association of Black Actuaries

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students of the Society of Actuaries, the Casualty Actuarial Society, the Institute and Faculty of Actuaries, and Enrolled Actuaries originating from the United...

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Joint Board for the Enrollment of Actuaries

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Enrolled Actuaries. After an individual passes the two exams and completes sufficient relevant professional experience, she or he becomes an Enrolled...

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Employee Retirement Income Security Act of 1974

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Enrolled Actuaries. After an individual passes the two exams and completes sufficient relevant professional experience, she or he becomes an Enrolled...

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List of professional designations in the United States

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Fellow of the Conference of Consulting Actuaries FCA Conference of Consulting Actuaries Enrolled Actuary EA Joint Board for the Enrollment of Actuaries...

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Circular 230

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District of Columbia In general, only attorneys, CPAs, enrolled agents, or enrolled actuaries or enrolled retirement plan agents may represent clients in proceedings...

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Registered Tax Return Preparer

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practice requirements for CPAs, attorneys, enrolled agents, enrolled retirement plan agents or enrolled actuaries. The Internal Revenue Service, working with...

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Registered Tax Return Preparer Test

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practice requirements for CPAs, attorneys, enrolled agents, enrolled retirement plan agents or enrolled actuaries. The Internal Revenue Service, working with...

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IRS Return Preparer Initiative

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practice requirements for CPAs, attorneys, enrolled agents, enrolled retirement plan agents or enrolled actuaries. The Internal Revenue Service, working with...

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James Gray Kyd

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the Northern Assurance and enrolled as an actuary student in 1903. He was admitted as a Fellow of the Faculty of Actuaries in 1907. In 1912, he left to...

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Dorothy Spiers

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1897 − 2 September 1977) was a British actuary. She was one of two women to be the first to qualify as an actuary in the United Kingdom (UK). After studying...

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Charles Ives

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Edward Ives (/aɪvz/; October 20, 1874 – May 19, 1954) was an American actuary, businessman, and modernist composer. Ives was amongst the earliest American...

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Wellmark Blue Cross Blue Shield

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chairman's salary of $3.1 million: 28  The Insurance Division's actuary and an independent actuary reviewed Wellmark's data and both found the rate request was...

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Sanlam

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executive director. Mlondolozi Mahlangeni, chief risk officer, chief actuary. Abigail Mukhuba, financial director. Faith Jones, financial assistant...

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Jesse Hill

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successful black-owned businesses, as assistant actuary; he was only the second African American actuary in the country. When he first moved to the city...

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Anthony Dryden Marshall

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Episcopal priest, and a daughter of Charles Matthew Tyler, an insurance actuary and businessman of Charleston, S.C. By this marriage Marshall had two stepdaughters...

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Medicaid

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Medicaid enrollees are enrolled in managed care plans. Core eligibility groups of low-income families are most likely to be enrolled in managed care, while...

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Behavioral economics and public policy

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behavioral economics has shown that default rules (actively enrolling or automatically enrolled, with the ability to opt out) can have substantial effects...

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Health savings account

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currently enrolled in such plans were significantly less satisfied with many elements of the health benefit plan compared to those enrolled in traditional...

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List of American atheists

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the "father of life insurance" in the United States. In Abolitionist, Actuary, Atheist: Elizur Wright and the Reform Impulse, Wright's biographer Lawrence...

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Chartered Financial Analyst

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elective courses of the CBV Institute Program of Studies. The Society of Actuaries (SOA) granted the credit of "Validation by Educational Experience (VEE)-Economics"...

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