MYCPE ONE

Enrolled Actuaries (JBEA) CPE Requirements

Know Your Requirement

Enrolled Actuaries (JBEA) CPE Requirements Overview

Last Reviewed on: 28 Oct, 2026

CPE Requirements

At least 36 CPE hours in every three-year enrollment cycle.

Enrollment Renewal Period

Enrollment is renewed every three years for the period from April 1st to March 31st.

CPE Reporting Cycle

The CPE enrollment cycle is a three-year period that begins on January 1st and ends on December 31st of the third year.

Ethics Requirement

At least 2 CPE hours must be in ethics subject matter.

Carry Over Credits

Carryforward is not allowed.

Subject Area Restriction
  • First full enrollment cycle: At least 18 of the 36 CPE hours must be in core subject matter.
  • Each subsequent cycle: At least 12 of the 36 CPE hours must be in core subject matter.

View the IRS guidance.

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compliance requirements

Simplifying Regulations for 2026

CPE Requirement

Complete 36 CPE hours from January 1st to December 31st, every three-year enrollment cycle.

Ethics Requirement

Complete at least 2 CPE hours in ethics during each enrollment cycle.

Initial CPE Hours

If initially enrolled in the first year of an enrollment cycle, complete 24 CPE hours by cycle-end, including at least 12 core hours, 2 ethics hours, and 8 formal program hours. If enrolled in the second year, complete 12 CPE hours, including at least 6 core hours, 2 ethics hours, and 4 formal program hours. If enrolled in the third year, no CPE is required until the next cycle. Click here for more information

Content Requirement

At least 18 of the 36 hours must be core subject matter for the first full enrollment cycle. For each subsequent cycle, at least 12 of the 36 hours must be core subject matter. Learn more

Subject Areas

Core subject matter includes ERISA funding, actuarial assumptions, plan qualification, plan asset valuation, distributions, excise taxes, and standards of performance. Non-core covers related areas such as economics, pension accounting, investment and finance, risk theory, communication skills, and business and general tax law. Read more

Learning Modes

At least one-third (12 CPE) of the total required hours must come from formal programs. These must be in-person or virtual programs that allow real-time instructor interaction and are attended by at least three individuals engaged in substantive pension services; the enrolled actuary may count as one of the three.

The remaining hours may be earned through other qualifying programs, including correspondence or individual study programs, audio or video recordings, and teleconferencing, if all Joint Board requirements are met. Read more

Eligible Learning Activities

Qualifying credit can include approved program participation, teaching or speaking, qualifying publications, Joint Board advisory committee service, Joint Board exam preparation, and certain proctored examinations. Caps apply to some alternative-credit categories. Click here for more info.

CPE Deadline

CPE credits must be completed by December 31st, triennially

Fast Track CPE

Our Fast Track Enrolled Actuaries (JBEA) CPE packages are expertly curated bundles that meet Enrolled Actuaries professionals' exact continuing education requirements. Save significant time selecting individual courses by choosing our comprehensive packages that cover all your CPE needs. Visit site

Reporting Period

The reporting period is from January 1st through December 31st triennially.

Enrollment Renewal

Renew enrollment for each three-year term, which runs from April 1 through March 31. Complete the required CPE by December 31 before the renewal term begins, and submit Form 5434-A with the renewal fee by March 2.

If you miss a deadline, the actuary may be placed in inactive status and cannot perform enrolled actuary services until the Joint Board issues an official renewal notice. Read more

Carry Over Credits

Credits apply to the applicable enrollment cycle, and you cannot count the same course more than once within a 36-month period.

Record Retention

Retain certificates and other supporting documentation for 3 years following the end of the enrollment cycle in which the credits are earned.

Renewal Fees

The Form 5434-A instructs applicants filing by mail or express delivery to submit a check or money order for $680 payable to the IRS.

Are MYCPE ONE Courses approved for CPE credits for the Enrolled Actuaries (JBEA)? Yes

Enrolled Actuaries (JBEA) accepts continuing education courses from IRS sponsors, and MYCPE ONE is a registered sponsor and specializes in various learning formats, including -  

  • Self-Study 
  • Online/Group Internet-Based 
  • In Person 

You can verify our IRS CE Provider Registration under MYCPE ONE on the IRS Registry. For convenient access to our courses, Click here to explore the MYCPE ONE course catalog. We offer an all-inclusive subscription model, similar to Netflix, where a single subscription gives you access to the most extensive online course catalog. Plus, our subscription rates are 60% lower than other platforms. Subscribe today! 

Contact Information for the Internal Revenue Service (IRS)

Joint Board for the Enrollment of Actuaries

Internal Revenue Service

SE:RPO, Room 3422

1111 Constitution Avenue, NW

Washington, DC 20224

Email: nhqjbea@irs.gov

Website: Visit site

We Review CPE Compliance Requirements Every Twelve Months

At MYCPE ONE, we are committed to providing professionals across all designations with the most accurate and up-to-date continuing education information. Our team reviews and updates the CPE requirement information for Enrolled Actuaries (JBEA) every twelve months to reflect the latest standards and policies set by the Joint Board for the Enrollment of Actuaries. 

While we work diligently to ensure accuracy, we encourage professionals to confirm the requirements directly with their respective boards or credentialing authorities through the official links provided here.

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Frequently Asked Questions

They must complete at least 36 CPE hours during each three-year enrollment cycle.

The CPE reporting cycle runs from January 1st through December 31st of the third year. Enrollment renews every three years for a term running from April 1st through March 31st.

At least 18 of the 36 required CPE hours must be in core subject matter for a full enrollment cycle. For each subsequent cycle, at least 12 of the 36 hours must be core subject matter. 

At least 2 CPE hours must be in ethics. These hours count as part of the required core subject matter.

Core subject matter includes ERISA funding, actuarial assumptions, plan qualification, plan asset valuation, distributions, excise taxes, and standards of performance.

Non-core subject matter includes related areas such as economics, pension accounting, investment and finance, risk theory, communication skills, and business and general tax law.

At least one-third of the required hours—12 CPE hours in a 36-hour cycle—must come from formal programs. These may be in-person or virtual programs that allow real-time instructor interaction and are attended by at least three individuals engaged in substantive pension services. The enrolled actuary may count as one of the three. Read more

Yes. The remaining 24 CPE hours may come from other qualifying programs, including correspondence or individual study, audio or video recordings, and teleconferencing, provided they meet Joint Board requirements.

An individual initially enrolled in the first year must complete 24 hours by cycle-end, including at least 12 core hours, 2 ethics hours, and 8 formal-program hours. If initially enrolled in the second year, the requirement is 12 hours, including at least 6 core hours, 2 ethics hours, and 4 formal-program hours. If initially enrolled in the third year, no CPE is required until the next cycle.

Complete the required CPE by December 31 of the applicable cycle. Submit Form 5434-A with the renewal fee of $680 by March 2 before the renewal term begins.

The actuary may be placed in inactive status and cannot perform enrolled actuary services until the Joint Board issues an official renewal notice.

Qualifying activities may include approved program participation, teaching or speaking, qualifying publications, Joint Board advisory committee service, Joint Board exam preparation, and certain proctored examinations. Caps apply to some alternative-credit categories.

Carryforward is not allowed. The same course cannot be counted more than once within a 36-month period.

Retain certificates and other supporting documentation for three years after the end of the enrollment cycle in which the credits were earned.

Applicants filing Form 5434-A by mail or express delivery must submit a $680 check or money order payable to the IRS.

Yes, MYCPE ONE courses are approved for Enrolled Actuaries (JBEA), as we are registered as a CE Provider with the IRS (Approval ID: GEHNZ) and also recognized by NASBA as an approved provider (Sponsor ID: 143597). You can check the eligibility of each course by referring to the "CREDITS" section on the course page.

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