Rule2025-15777
Continuing Professional Education Requirements of the Joint Board for the Enrollment of Actuaries
Primary source
Metadata and text below are from the Federal Register, a public-domain U.S. government work. Always verify the official published version before relying on it for any legal matter.
Published
August 19, 2025
Effective
September 18, 2025
Issuing agencies
Joint Board for Enrollment of Actuaries
Abstract
This document sets forth final regulations that amend the continuing professional education requirements for actuaries enrolled by the Joint Board for the Enrollment of Actuaries (Joint Board). These final regulations remove the physical presence requirement for formal continuing professional education programs required for active enrolled actuaries and the physical location requirement from course certifications. These final regulations also modify the continuing professional education requirement for certain actuaries who seek to return to active enrollment from inactive status due to their failure to timely satisfy the renewal requirements in the first enrollment cycle after their initial enrollment. Finally, the final regulations add a requirement that certificates of instruction for continuing professional education courses must reflect the hours credited toward the formal program requirement. These final regulations solely address the enrollment and renewal rules of the Joint Board applicable to enrolled actuaries and do not affect pension plans, plan participants, or the general public.
Full Text
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<title>Federal Register, Volume 90 Issue 158 (Tuesday, August 19, 2025)</title>
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[Federal Register Volume 90, Number 158 (Tuesday, August 19, 2025)]
[Rules and Regulations]
[Pages 40231-40236]
From the Federal Register Online via the Government Publishing Office [<a href="http://www.gpo.gov">www.gpo.gov</a>]
[FR Doc No: 2025-15777]
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JOINT BOARD FOR THE ENROLLMENT OF ACTUARIES
20 CFR Part 901
[TD 10032]
RIN 1545-BQ30
Continuing Professional Education Requirements of the Joint Board
for the Enrollment of Actuaries
AGENCY: Joint Board for the Enrollment of Actuaries.
ACTION: Final rule.
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SUMMARY: This document sets forth final regulations that amend the
continuing professional education requirements for actuaries enrolled
by the Joint Board for the Enrollment of Actuaries (Joint Board). These
final regulations remove the physical presence requirement for formal
continuing professional education programs required for active
[[Page 40232]]
enrolled actuaries and the physical location requirement from course
certifications. These final regulations also modify the continuing
professional education requirement for certain actuaries who seek to
return to active enrollment from inactive status due to their failure
to timely satisfy the renewal requirements in the first enrollment
cycle after their initial enrollment. Finally, the final regulations
add a requirement that certificates of instruction for continuing
professional education courses must reflect the hours credited toward
the formal program requirement. These final regulations solely address
the enrollment and renewal rules of the Joint Board applicable to
enrolled actuaries and do not affect pension plans, plan participants,
or the general public.
DATES:
Effective Date: These regulations are effective on September 18,
2025.
Applicability Date: These regulations apply to all enrollment
cycles ending after the effective date of the regulations.
FOR FURTHER INFORMATION CONTACT: Thomas Curtin, Executive Director,
Joint Board for the Enrollment of Actuaries at (202) 317-3559.
SUPPLEMENTARY INFORMATION:
Authority
This rulemaking contains final regulations, issued by the Joint
Board under the authority of section 3042 of 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 and, upon application by any
individual, shall enroll such individual if the Joint Board finds that
the individual satisfies such standards and qualifications. Consistent
with section 3042, the Joint Board previously has promulgated
regulations at 20 CFR part 901 and has amended those regulations from
time to time. The Joint Board's Executive Director and staff are
located within the Internal Revenue Service's (IRS) Return Preparer
Office, and accordingly, the IRS and the Department of the Treasury
(Treasury Department) have assisted with the drafting of the
regulations.
Background
Section 901.11 of the Joint Board regulations as most recently
amended in December 2011 (the existing regulations) provides enrollment
and renewal procedures for the Joint Board, including continuing
professional education requirements for enrolled actuaries. Section
901.11(d) provides that, to maintain active enrollment to perform
actuarial services under ERISA, each enrolled actuary is required to
periodically renew enrollment. Pursuant to section 901.11(d)(1), the
process for renewing enrollment as an enrolled actuary with the Joint
Board occurs on a three-year cycle. Part of the renewal process
includes a certification that the actuary has satisfied a continuing
professional education requirement. Pursuant to section
901.11(e)(2)(i), a minimum of 36 hours of continuing professional
education credits are required within the three-year cycle for every
enrolled actuary. For newly enrolled actuaries, however, the 36-hour
requirement is reduced pursuant to section 901.11(e)(2)(ii) or (iii)
depending on the particular year of the three-year cycle in which the
actuary enrolled. Under these rules, those who initially enroll during
the first year of an enrollment cycle must complete 24 hours of
continuing professional education; those who enroll during the second
year of an enrollment cycle must complete 12 hours of continuing
professional education; and those who enroll during the third year of
an enrollment cycle are exempt from the continuing professional
education requirements until the next enrollment cycle.
Pursuant to section 901.11(f)(1) of the existing regulations, in
order to earn their required continuing professional education credits,
enrolled actuaries must attend qualifying programs (as defined in
section 901.11(f)(2)) conducted by qualifying sponsors (as defined in
section 901.11(f)(3)) and at least a third of the credits must be
earned by attending a formal program (as defined in section
901.11(f)(2)(ii)). Formal programs under section 901.11(f)(2) are
required to include an in-person element, and special rules apply
depending on whether the enrolled actuary is participating in the
program as a participant or as an instructor (physical presence
requirement). A program participant must simultaneously participate in
the program in the same physical location with at least two other
participants engaged in substantive pension service, and the
participants must have the opportunity to interact with a qualified
individual who serves as an instructor (whether or not in the same
physical location). Instructors, however, must be in the physical
presence of at least three other individuals engaged in substantive
pension service.
Section 901.11(f)(3) of the existing regulations defines qualifying
sponsors as organizations recognized by the Executive Director of the
Joint Board whose programs offer opportunities for continuing
professional education. Pursuant to section 901.11(f)(3)(iv), upon
verification of successful completion of a qualifying program, the
program's qualifying sponsor must furnish each attendee, who
successfully completed the qualifying program, with a certificate
listing certain information, including the location of the program.
Section 901.11(f)(3)(v) further requires that the program's qualifying
sponsor must furnish to each instructor, discussion leader, or speaker
a certificate listing certain information, including the location of
the program.
An actuary who fails to timely satisfy the requirements for renewal
of enrollment is placed in inactive status pursuant to section
901.11(l)(4). Section 901.11(l)(7)(i) specifies the continuing
professional education requirements for actuaries who seek to return to
active enrollment after being placed in inactive status. Currently,
under section 901.11(l)(7), all actuaries in their first inactive
enrollment cycle, including newly enrolled actuaries, must complete 36
hours of qualifying continuing professional education to return to
active status. That is, section 901.11(l)(7)(i) disregards the special
rules under section 901.11(e)(2)(ii) or (iii) that prorate the number
of hours of continuing professional education required for newly
enrolled actuaries based on the year of their initial enrollment.
Prior to the commencement of the COVID-19 pandemic, some interested
parties had sent comments to the Joint Board expressing the view that
the physical presence requirement is outdated and imposes a burden on
actuaries who are unable, for health, safety, or other reasons, to meet
the physical presence requirement. Once the COVID-19 pandemic
commenced, qualifying sponsors were prevented from conducting in-person
continuing professional education programs. As a result, and consistent
with its waiver authority under section 901.11(k), the Joint Board
announced in August of 2020, via a news release (IR-2020-177, August
10, 2020), and notified all enrolled actuaries and qualifying sponsors,
that the Joint Board was waiving the physical presence requirement for
continuing professional education programs through the end of the
enrollment cycle ending on December 31, 2022. The Joint Board
[[Page 40233]]
announced in March of 2024 and notified all enrolled actuaries and
qualifying sponsors, that the waiver was extended and is to apply to
continuing professional education credits earned for programs held
during the period from January 1, 2023, through the date that is 30
days after the publication of these final regulations in the Federal
Register.
On March 14, 2024, the Joint Board issued proposed regulations
under section 3042 of ERISA (89 FR 18579), amending portions of section
901.11. Written comments on the proposed regulations were received and
considered. The Treasury Department and the IRS did not receive any
requests for a public hearing to address the proposed regulations, and,
accordingly, no hearing was held.
Two written public comments were received on the proposed
regulations; one comment was not germane to the subject matter. The
other commenter was supportive of the proposed regulations and
indicated that the removal of the physical presence requirement expands
the ways that enrolled actuaries can earn continuing professional
education credit. After consideration of the comments received, the
proposed regulations are adopted by this rulemaking without
modification.
Summary of Comments and Explanation of Provisions
A. Modification of Definition of Formal Program
These final regulations amend section 901.11 of the Joint Board
regulations to remove the physical presence requirement from the
definition of a formal program. After considering the input of
interested parties and taking into account the successful operation of
the continuing professional education programs that were conducted
during the COVID-19 pandemic without a physical presence requirement,
the final regulations permanently eliminate the physical presence
requirement for formal continuing professional education programs for
active enrolled actuaries and permit educational materials to be
delivered in an electronic format.
In eliminating the physical presence requirement, these final
regulations remove the requirement that the instructor of a qualifying
program be in the physical presence of the program participants in
order for the instructor to receive formal credit and the requirement
that a program participant be in the same physical location as other
program participants in order for the participant to receive formal
credit. These final regulations retain the requirement that
participants have an opportunity for real-time interaction with an
instructor to receive formal credit. These final regulations further
provide that any materials (for example, outlines or textbooks) for the
qualifying program need to be written (either in a paper-based form or
in an electronic format) and made available to participants, and allows
for additional written materials (such as slide decks or brochures).
The one commenter providing germane comments supported the permanent
removal of the physical presence requirement for formal continuing
professional education programs.
B. Amendment to the Additional Continuing Professional Education
Requirement for Return to Active Enrollment From Inactive Status
These final regulations change the requirement in section
901.11(l)(7)(i) that an enrolled actuary who fails to satisfy the
renewal requirements by the deadline set forth in section 901.11(d) for
the enrollment cycle immediately following the actuary's initial
enrollment cycle must complete 36 hours of continuing professional
education. Specifically, these final regulations add an exception to
the rule regarding the number of continuing professional education
hours required to renew enrollment in this case. Under this exception,
the requirement to complete 36 hours of continuing professional
education is adjusted in accordance with section 901.11(e)(2)(ii) or
(iii), based on the year of the prior cycle in which the actuary
initially enrolled. These final regulations provide a new Example 9 in
section 901.11(o) that illustrates this change. In addition, the eight
pre-existing examples in section 901.11(o) are redesignated as separate
paragraphs but are otherwise unchanged.
C. Amendment to the Information Requirement for Certificates of
Completion and Certificates of Instruction
These final regulations eliminate the requirement that a
certificate of completion and a certificate of instruction list the
location of the training. These final regulations also add a
requirement that the certificate of instruction include the number of
hours that are counted toward the formal program requirement in section
901.11(g)(2).
D. Applicability Date
The proposed regulations did not specify an applicability date for
the proposed revisions to paragraphs (f)(2)(i)(D), (f)(2)(ii)(A),
(f)(2)(ii)(B), (f)(3)(iv)(C), (f)(3)(v)(C), (f)(3)(v)(F), (I)(7)(i),
and the example in paragraph (o)(9). However, since paragraph (p) of
the existing regulations contains an applicability date, which
continues to apply to portions of the regulations not being amended,
the Treasury Department and the IRS have determined that the final
regulations should clarify that the amendments to section 901.11 apply
to enrollment cycles ending after the effective date of these final
regulations.
Effective Date
These regulations are effective on September 18, 2025.
Special Analyses
A. Regulatory Flexibility Act
It is hereby certified that these regulations do not have a
significant economic impact on a substantial number of small entities
within the meaning of section 601(6) of the Regulatory Flexibility Act
(5 U.S.C. chapter 6). The Joint Board believes that these final changes
primarily affect individual actuaries enrolled by the Joint Board and
providers 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 physical
presence requirement unnecessary. In addition, these amendments to the
regulations revise the continuing professional education requirements
for actuaries returning from inactive status and provide an exception
to the 36-hour continuing professional education requirement for
recently enrolled actuaries who fail to timely satisfy the requirements
for renewal of enrollment.
B. Regulatory Planning and Review
This rule has been designated as not significant for purposes of
Executive Order 12866, as amended.
Paperwork Reduction Act
The Paperwork Reduction Act of 1995 (44 U.S.C. 3501-3520) (PRA)
generally requires that a Federal agency obtain the approval of the
Office of Management and Budget (OMB) before collecting information
from the public, whether such collection of information is mandatory,
voluntary, or required to obtain or retain a benefit. An agency may not
conduct or sponsor, and a person is not required to respond to, a
[[Page 40234]]
collection of information unless it displays a valid control number
assigned by the Office of Management and Budget.
Any collection of information under these final regulations has
been reviewed and approved by the Office of Management and Budget in
accordance with the requirements of the Paperwork Reduction Act (44
U.S.C. 3507) under control number 1545-0951. The regulations (20 CFR
part 901) require that records be kept that verify satisfaction of
requirements and requirements for certificates of completion of
continuing education. It is estimated that this recordkeeping will take
.25 hours and that there are 4,100 recordkeepers annually for a total
of 1,000 burden hours. IRS received no public comments related to the
recordkeeping requirements.
Drafting Information
The principal author of these regulations is Tom Morgan of the
Office of Associate Chief Counsel (Employee Benefits, Exempt
Organizations, and Employment Taxes). Other personnel from the Treasury
Department, the IRS, and the Joint Board also participated in the
development of these regulations.
List of Subjects in 20 CFR Part 901
Administrative practice and procedure, Pensions.
Amendments to the Regulations
Accordingly, 20 CFR part 901 is amended as follows:
PART 901--REGULATIONS GOVERNING THE PERFORMANCE OF ACTUARIAL
SERVICES UNDER THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974
0
Paragraph 1. The authority citation for part 901 continues to read as
follows:
Authority: Sec. 3042, subtitle C, title 3, Employee Retirement
Income Security Act of 1974. (88 Stat. 1002, 29 U.S.C. 1241, 1242) *
* *
0
Par. 2. Section 901.11 is amended by:
0
1. Revising paragraphs (f)(2)(i)(D) and (f)(2)(ii)(A);
0
2. In paragraph (f)(2)(ii)(B), removing ``and the instructor is in the
physical presence of at least three other individuals'';
0
3. In paragraph (f)(3)(iv)(C), removing ``, location,'';
0
4. In paragraph (f)(3)(v)(C), removing ``and location'';
0
5. Revising paragraph (f)(3)(v)(F);
0
6. Revising paragraph (I)(7)(i);
0
7. Revising paragraph (o); and
0
8. Revising paragraph (p).
The revisions read as follows:
Sec. 901.11 Enrollment procedures.
* * * * *
(f) * * *
(2) * * *
(i) * * *
(D) Includes outlines, textbooks, and other written educational
material;
* * * * *
(ii) * * *
(A) Participants. Formal programs are programs that meet all of the
requirements of this paragraph (f)(2). Whether a program qualifies as a
formal program is determined on a participant-by-participant basis. A
qualifying program qualifies as a formal program with respect to a
participant if the participant has the opportunity for real-time
interaction with another individual qualified with respect to the
course content who serves as an instructor, and at least three
individuals engaged in substantive pension service simultaneously
participate in the program in addition to the instructor. A qualifying
program that is pre-recorded will qualify as a formal program with
respect to a participant if the participant has the opportunity for
real-time interaction immediately after the pre-recorded program with a
qualified individual who serves as the instructor or discussion leader
and is available to answer questions, and at least three individuals
engaged in substantive pension service simultaneously participate in
the entire program (including the discussion time immediately following
the pre-recorded program) in addition to the instructor or discussion
leader.
* * * * *
(3) * * *
(v) * * *
(F) Whether or not the program is a formal program with respect to
the instructor and the number of hours counted toward the formal
program requirement.
* * * * *
(l) * * *
(7) * * *
(i) During the first inactive enrollment cycle, 36 hours of
qualifying continuing professional education as set forth in paragraph
(e)(2) of this section, without regard to the reduction in hours
provided to newly enrolled actuaries set forth in paragraph (e)(2)(ii)
or (e)(2)(iii) of this section, must be completed, except with regard
to actuaries whose first inactive cycle immediately follows the initial
enrollment cycle, in which case, paragraph (e)(2)(ii) or (e)(2)(iii) of
this section may be applied. Any hours of continuing professional
education credit earned during the immediately prior enrollment cycle
may be applied in satisfying this requirement.
* * * * *
(o) Examples. The following examples illustrate the application of
the rules of paragraph (l)(7) of this section and the effective date of
an enrolled actuary's renewal:
(1) Example 1. Individual E, who was initially enrolled before
January 1, 2008, completes 12 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. E
files a complete application for reenrollment on February 28, 2014. E's
reenrollment is effective as of April 1, 2014.
(2) Example 2. Individual F, who was initially enrolled before
January 1, 2008, also completes 12 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. However, F does not file an application for reenrollment until
March 20, 2014. The Joint Board notifies F that it has granted F's
application on June 25, 2014. Accordingly, effective April 1, 2014, F
is placed on the roster of inactive enrolled actuaries. F returns to
active status as of June 25, 2014. F is ineligible to perform pension
actuarial services as an enrolled actuary under ERISA and the Internal
Revenue Code from April 1 through June 24, 2014.
(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 professional education on
January 15, 2014, and files an application for return to active status
on January 20, 2014. G's application shows the timely completion of 32
hours of continuing professional education plus the additional 4 hours
of continuing professional education earned after the end of the
enrollment cycle. The Joint Board notifies G that it has granted the
application on April 20, 2014. Accordingly, effective April 1, 2014, G
is placed on the roster of inactive enrolled actuaries. G returns to
active status as of April 20, 2014. G is ineligible to perform pension
actuarial services as an enrolled actuary under ERISA and the Internal
Revenue Code from April 1 through April 19, 2014. Of the 6 hours of
continuing professional education earned by G on January 15,
[[Page 40235]]
2014, only 2 hours may be applied to the enrollment cycle that ends
December 31, 2016.
(4) Example 4. (i) Individual H, who was initially enrolled before
January 1, 2008, completes 5 hours of core continuing professional
education credit and 10 hours of non-core continuing professional
education credit between January 1, 2011, and December 31, 2013.
Accordingly, effective April 1, 2014, H is placed on the roster of
inactive enrolled actuaries and is ineligible to perform pension
actuarial services as an enrolled actuary under ERISA and the Internal
Revenue Code.
(ii) H completes 7 hours of core continuing professional education
credit and 14 hours of noncore continuing professional education credit
between January 1, 2014, and May 24, 2016. Because H has completed 12
hours of core continuing professional education and 24 hours of non-
core continuing professional education during the last active
enrollment period and the initial period when on inactive status, H has
satisfied the requirements for reenrollment during the first inactive
cycle. Accordingly, H may file an application for return to active
enrollment on May 24, 2016. If this application is approved, H will be
eligible to perform pension actuarial services as an enrolled actuary
under ERISA and the Internal Revenue Code, effective with the date of
such approval.
(iii) Because H used the 21 hours of continuing professional
education credit earned after January 1, 2014, for return from inactive
status, H may not apply any of these 21 hours of core and non-core
continuing professional education credits towards the requirements for
renewed enrollment effective April 1, 2017. Accordingly, H must
complete an additional 36 hours of continuing professional education
(12 core and 24 non-core) prior to December 31, 2016, to be eligible
for renewed enrollment effective April 1, 2017.
(5) Example 5. (i) The facts are the same as in paragraph (o)(4) of
this section (Example 4), except H completes 2 hours of core continuing
professional education credit and 8 hours of non-core continuing
professional education credit between January 1, 2014, and December 31,
2016. Thus, because H did not fulfill the requirements for return to
active status during his first inactive cycle, H must satisfy the
requirements of paragraph (l)(7)(ii) of this section in order to return
to active status.
(ii) Accordingly, in order to be eligible to file an application
for return to active status on or before December 31, 2019, H must
complete an additional 38 hours of continuing professional education
credit (of which at least 14 hours must consist of core subject matter)
between January 1, 2017, and December 31, 2019, and have 18 months of
certified responsible pension actuarial experience during the period
beginning on January 1, 2014.
(iii) Note that the 5 hours of core continuing professional
education credit and the 10 hours of non-core continuing professional
education credit that H completes between January 1, 2011, and December
31, 2013, are not counted toward H's return to active status and are
also not taken into account toward the additional hours of continuing
professional education credit that H must complete between January 1,
2017, and December 31, 2019, in order to apply for renewal of
enrollment effective April 1, 2020.
(6) Example 6. (i) The facts are the same as in paragraph (o)(4) of
this section (Example 4), except H completes 2 hours of core continuing
professional education credit and 8 hours of non-core continuing
professional education credit between January 1, 2014, and December 31,
2016, and 12 hours of core continuing professional education credit and
24 hours of non-core continuing professional education credit between
January 1, 2017, and December 31, 2019. Thus, because H did not fulfill
the requirements for return to active status during his first or second
inactive cycles, H must satisfy the requirements of paragraph
(l)(7)(iii) of this section in order to return to active status.
(ii) Accordingly, in order to be eligible to file an application
for return to active status on or before December 31, 2022, H must
complete an additional 24 hours of continuing professional education
credit (of which, at least 8 hours must consist of core subject matter)
between January 1, 2020, and December 31, 2022, and have at least 18
months of certified responsible pension actuarial experience during the
period beginning on January 1, 2017.
(iii) Note that the total of 15 hours of continuing professional
education credit that H completes between January 1, 2011, and December
31, 2013, as well as the 10 hours of continuing professional education
credit between January 1, 2014, and December 31, 2016, are not counted
toward H's return to active status and are not taken into account
toward the additional hours of continuing professional education credit
that H must complete between January 1, 2020, and December 31, 2022, in
order to be eligible to file an application for renewal of enrollment
active status effective April 1, 2023.
(7) Example 7. (i) Individual J, who was initially enrolled July 1,
2012, completes 1 hour of core continuing professional education credit
and 2 hours of non-core continuing professional education credit
between January 1, 2012, and December 31, 2013. Accordingly, effective
April 1, 2014, J is placed on the roster of inactive enrolled actuaries
and is ineligible to perform pension actuarial services as an enrolled
actuary under ERISA and the Internal Revenue Code.
(ii) J completes 5 hours of core continuing professional education
credit and 4 hours of non-core continuing professional education credit
between January 1, 2014, and October 6, 2014. Because J did not
complete the required 12 hours of continuing professional education (of
which at least 6 hours must consist of core subject matter) during J's
initial enrollment cycle, J is not eligible to file an application for
a return to active enrollment on October 6, 2014, notwithstanding the
fact that had J completed such hours between January 1, 2012, and
December 31, 2013, J would have satisfied the requirements for renewed
enrollment effective April 1, 2014.
(iii) Accordingly, J must complete an additional 24 hours of
continuing professional education (of which at least 12 hours must
consist of core subject matter) during his/her first inactive
enrollment cycle before applying for renewal of enrollment.
(8) Example 8. The facts are the same as in paragraph (o)(7) of
this section (Example 7), except that J completes 17 hours of core
continuing professional education credit and 16 hours of non-core
continuing professional education credit between January 1, 2014, and
February 12, 2015. Accordingly, because as of February 12, 2015, J
satisfied the continuing professional education requirements as set
forth in paragraph (e)(2) of this section without regard to paragraph
(e)(2)(ii) of this section thereof, J may file an application for
return to active enrollment status on February 12, 2015.
(9) Example 9. Individual K was initially enrolled on July 1, 2024,
in the second year of the three-year enrollment cycle ending December
31, 2025. K satisfied all continuing professional education
requirements during the cycle. K fails to timely file for renewal for
the enrollment cycle beginning January 1, 2026, and instead files on
May 1, 2026, which is after the March 1, 2026, deadline for filing to
renew enrollment. Therefore, pursuant to paragraph (l)(4)(i) of this
section, K is placed in inactive status. Under paragraph (e)(2)(ii) of
this section, K, who was initially enrolled in the second year of an
enrollment cycle, was
[[Page 40236]]
required to complete 12 hours of continuing professional education in
order to satisfy the continuing professional education requirement to
renew after K's initial enrollment. Under paragraph (l)(7)(i) of this
section, because K was placed on inactive status for the enrollment
cycle immediately following K's initial enrollment cycle, K may apply
the 12 hours of continuing professional education credits that K earned
during the prior enrollment cycle for the purpose of returning to
active status. K does not need to earn any additional continuing
professional education credits in order to return to active status.
Once K returns to active status for the enrollment cycle beginning on
January 1, 2026, K will be required to earn the full 36 hours of
continuing professional education credits during that cycle for renewal
for the enrollment cycle beginning January 1, 2029.
(p) Applicability date. Generally, this section applies to the
enrollment cycle beginning January 1, 2011, and all subsequent
enrollment cycles. Paragraphs (f)(2)(i)(D), (f)(2)(ii)(A),
(f)(2)(ii)(B), (f)(3)(iv)(C), (f)(3)(v)(C), (f)(3)(v)(F), (I)(7)(i),
and (o)(9) of this section apply to all enrollment cycles ending after
September 18, 2025.
Joleah M. White,
Chair, Joint Board for the Enrollment of Actuaries.
[FR Doc. 2025-15777 Filed 8-18-25; 8:45 am]
BILLING CODE 4830-01-P
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