New 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 and will be administered by the Office of Professional Responsibility.
The IRS awarded the American Institute of Retirement Education, LLC (AIRE) the contract to conduct the examinations for the ERPA program.
The ERPA web site will serve as your one stop portal for all information relating to obtaining the ERPA
designation.
Be one of the first to become an ERPA.
Register today.
ERPA-SEE Winter 2009 window: January 6 – February 17. Registration closes January 5, 2009.
ERPA-SEE Summer 2009 window: July 7 – August 31. Registration closes July 6, 2009.
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)
Updates
If you are interested in receiving updates about the ERPA program, registration deadlines, educational opportunities, etc. sign up here and receive updates as they become available. Those who register for the ERPA-SEE will automatically receive these updates.
[View AIRE News Release] [View EP News: Special Edition]
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