Internal Revenue Service Enrolled Retirement Plan Agent–Special Enrollment Examination (ERPA-SEE)

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?

Join the elite group of IRS-designated ERPAs!
Registration for the Summer 2014 is now closed. Registration for the 2015 program year will open soon. 

ERPA-SEE Winter 2014 window: January 7 - February 14
ERPA-SEE Summer 2014 window: July 8 - August 29

2014 ERPA-SEE registration fees are $341 per examination part. 

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.-5:30 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 855-472-5540 or visit http://www.irs.gov/Tax-Professionals/Maintain-Your-Enrolled-Retirement-Plan-Agent-Status.

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.