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Enrolled Retirement Plan Agent Program (ERPA)

  • What is an Enrolled Retirement Plan Agent (ERPA)?
  • What does an ERPA do?
  • What does an ERPA need to know?
  • How do I become an ERPA?
  • How do I apply to become an ERPA?
  • When can I take the test?
  • Do ERPAs need a PTIN?
  • After I become an ERPA, what are the renewal and continuing education (CE) requirements?
  • What programs qualify as ERPA CE credits?
  • Where can I earn CE credits?
  • How does an organization become a provider for ERPA CE credits?
  • Where can I find out more information on the ERPA Program?

The 2013 ERPA Conference will be held May 30 and 31, 2013 at the Hyatt Regency at the Colorado Convention Center, Denver, CO 80202-3908.

Approved ERPAs List by State

Approved ERPAs List by Name

List of Approved CE Providers


If you have any questions about the program or exam registration, please contact customerservice@erpaexam.org.

AIRE LLC provides resources to prepare you for the ERPA exam.

 


ERPA address for mailing enrollment and renewal applications:

Internal Revenue Service
U.S. Treasury/Enrollment
P.O. Box 301510
Los Angeles, CA 90030-1510

Overnight Address:
Internal Revenue Service
Box 301510
19220 Normandie Avenue, Suite B
Torrance, CA 90502

Form 23EP, Application for Enrollment to Practice Before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA) and

Form 8554EP, Application for Renewal of Enrollment to Practice Before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA)

Page Last Reviewed or Updated: 17-Sep-2013