Enrolled Actuary

An actuary licensed by the Joint Board to perform actuarial services for ERISA plans.

An enrolled actuary is licensed by the Joint Board for the Enrollment of Actuaries to perform actuarial services required under ERISA, including signing Schedule SB.

Related terms

Schedule SB

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What the demo covers

1A live walkthrough from census to Schedule SB
2A look at templates, calculators, and team roles
3Time for your questions about setup