IRS Designation Program – Enrolled Retirement Plan Agent (ERPA)
Enrolled Retirement Plan Agent – Special Enrollment Examination (ERPA-SEE)

The Office of Professional Responsibility (OPR) of the Internal Revenue Service (IRS) with the Tax Exempt and Government Entities Division (TE/GE) implemented the recommendation of the Advisory Committee for Tax Exempt and Government Entities (ACT) that a new category of limited scope practitioner be created. This practitioner is known as an "Enrolled Retirement Plan Agent" or "ERPA." The ERPA program is established under Circular 230 of the US Department of the Treasury.

Alerts: PTIN – Does an ERPA Need One?

The IRS awarded the American Institute of Retirement Education, LLC (AIRE) the contract to conduct the examinations for the ERPA program.

The ERPA website will serve as your one stop portal for all information relating to obtaining the ERPA designation.

Join the elite group of IRS-designated ERPAs! Register today.
ERPA-SEE Summer 2013 window:  July 10 - August 30.

 

Questions?
Answers to many questions about the ERPA program can be found in the ERPA-SEE Licensure Information Bulletin. For questions not addressed in the ERPA-SEE Licensure Information Bulletin, AIRE customer service representatives are available Monday-Friday, 8:30 a.m.-5:00 p.m. Eastern Time. Direct ALL questions and requests for information to:

    E-mail: CustomerService@erpaexam.org
    Toll-free phone: 1.800.779.4390 (Outside US call +1.703.516.0491)
    Toll-free fax: 1.866.450.4678 (Outside US fax +1.703.516.4421)

Answers to questions regarding ERPA Continuing Education (CE) credit and ERPA renewals can be found in Circular 230. For additional questions please contact the Internal Revenue Service at 313-234-1280.

Updates
If you are interested in receiving updates about the ERPA program, registration deadlines, educational opportunities, etc. create an account here and receive updates as they become available. Those who register for the ERPA-SEE will automatically receive these updates.