Pension and Enrolled Actuaries Survey on Continuing Education Credits

The Academy wants to know what you think, and learn more about pension members’ preferences for earning continuing education credits under:

·      The Joint Board for the Enrollment of Actuaries (JBEA) [for both the current three-year cycle (ending in 2022) and future cycles]; and

·      The U.S. Qualification Standards’ (USQS) annually required Continuing Education (CE) credits.

The foreseeable future delivery and acquisition of continuing education credits is likely to be different than it has been in the past. Because we want to be attentive and responsive to our members’ needs for continuing education events, the Academy is reaching out to its members who are pension actuaries to find out what you think and what you want in the next few years. This information will help us continue to meet our pension members’ continuing education needs.

We would appreciate it if you could take 5 minutes to answer the following survey.

Please note that your responses are confidential unless you choose to include your contact information in Q18.

Thank you for your assistance.

Question Title

* 1. Are you an actuary currently working in the pension field?

Question Title

* 2. Are you currently an Enrolled Actuary with an up-to-date enrollment (i.e., starting with “20-”)?

Question Title

* 3. Before the shutdowns that occurred in early 2020, what was the timing you most commonly used when earning JBEA CPE credits?

Question Title

* 4. If there had been no restrictions or limitations on crowd sizes in 2020, how would you have chosen to obtain JBEA CPE credits in 2020?

Question Title

* 5. Given likely restrictions on in-person crowd sizes in 2021, do you anticipate attending any in-person actuarial meetings in 2021 at which you can earn continuing education credits? 

Question Title

* 6. Have you ever attended the annual Enrolled Actuaries Meeting (held in the spring at the Marriott Wardman Park in Washington, D.C.)?

Question Title

* 7. In the last five years, how many annual Enrolled Actuaries Meetings have you attended?

Question Title

* 8. In the last five years, have you been a speaker at an annual Enrolled Actuaries Meeting?

Question Title

* 9. When you attended previous annual Enrolled Actuaries Meeting(s), did you do so to (select all that apply):

Question Title

* 10. When you attended the spring EA Meetings in D.C.,  how valuable did you find it:

Question Title

* 11. In the last five years, have you received JBEA CPE credit from Academy events other than the annual Enrolled Actuaries Meeting? (Select all that apply.)

Question Title

* 12. In the last five years, have you received USQS CE credit from Academy events other than the annual Enrolled Actuaries Meeting? (Select all that apply.) 

Question Title

* 13. How likely are you to recommend an Academy offering to a colleague?

Question Title

* 14. If there had been no in-person restrictions limiting the ability to meet in person 2020, which of the following ways would you have preferred to get your JBEA CPE and USQS CE in 2020?

Question Title

* 15. Once there are no longer restrictions limiting the ability to meet in person, if the JBEA continues its waiver of the physical presence requirement for formal programs, would you prefer to get your JBEA CPE:

Question Title

* 16. If you answered in-person or some combination to question # 15, how many large, in-person meetings (similar to the previous EA Meeting) would you plan to attend during a three-year cycle?

Question Title

* 17. Who pays for your attendance at continuing education events?

Question Title

* 18. Would you be interested in helping to plan new Academy events offering:

Question Title

* 19. Do you have any other comments about earning continuing education credits? 

T