Find an Enrolled Actuary

infoWhat is an Enrolled Actuary?

An Enrolled Actuary is licensed by the Joint Board for the Enrollment of Actuaries, run by the IRS and the Department of Labor, to perform actuarial services for US pension plans under ERISA. They certify the funding calculations behind defined benefit pension plans.

workspace_premiumEnrolled Actuary facts

• Licensed by the Joint Board for the Enrollment of Actuaries (IRS and Department of Labor).
• The only professionals who can certify defined benefit pension plan funding, including the actuarial schedules filed with Form 5500.
• Qualifies through actuarial exams plus responsible pension experience.
• Subject to standards of performance and continuing education requirements.
• Typically works with employers, plan administrators, and benefits attorneys rather than individual filers.

helpEnrolled Actuary vs. other tax professionals

Enrolled Actuaries handle the actuarial mathematics of pension plans - funding levels, required contributions, and certifications - while CPAs, Enrolled Agents, and attorneys handle tax filings, representation, and legal work. Employers with defined benefit plans typically need both.

gavelWhen do I need an Enrolled Actuary?

If your business sponsors a defined benefit pension or cash balance plan, an Enrolled Actuary is required to certify its funding each year. They also help design plans and calculate required contributions. Search above to find one near you.