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 2015 program year will open soon.
ERPA-SEE Winter 2015 window: January 6, 2015 - February 13, 2015
ERPA-SEE Summer 2015 window: July 7, 2015- August 28, 2015
2015 ERPA-SEE registration fees are $341 per examination part.