Internal Revenue Service Enrolled Retirement Plan Agent–Special Enrollment Examination (ERPA-SEE)
Effective Feb. 12, 2016, the IRS will no longer be offering the ERPA Special Enrollment Examination (ERPA SEE) to be become and Enrolled Retirement Plan Agent (ERPA).
The IRS has indicated that any current ERPAs will continue to hold the ERPA designation, allowing them to practice before the IRS, and that anyone who has passed both parts of the SEE can still become an ERPA if they file the Form 23-EP, "Application for Enrollment to Practice before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA)." The application for enrollment must be filled within one year of passing both parts of the test.
The final ERPA SEE testing window will being Jan, 5, 2016, and run through Feb. 12, 2016. Candidates may take each part of the test only one time during the Jan.5 -Feb. 12, 2016, testing window. This testing window will be the last opportunity for employee benefits professionals to become an ERPA. Candidates who have passed only one part of the exam by Feb. 12, 2016, will not have any further opportunities to take the exam.
For more information on the ERPA program, click here.
An enrolled retirement plan agent (ERPA) is an individual who has been approved by the IRS to practice before the IRS on certain retirement plan issues. The rules governing ERPAs are set forth in Circular 230 of the U.S. Department of the Treasury.
The American Institute of Retirement Education, LLC (AIRE)
conducts the examinations for the ERPA program on behalf of the IRS.
This page contains information relating to obtaining the ERPA designation. More information about ERPA requirements is available on the IRS website.
Alert: IRS Preparer Tax Identification Number (PTIN) - Does an ERPA Need One?
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ERPA-SEE Winter 2016 window: January 5, 2016 - February 12, 2016
2016 ERPA-SEE registration fees are $341 per examination part.