ERPA – Enrolled Retirement Plan Agent
🧭 Overview
ERPA – Enrolled Retirement Plan Agent is a federally authorized designation issued by the Internal Revenue Service (IRS). It recognizes professionals who are qualified to represent clients in matters related to retirement plans under the Employee Retirement Income Security Act (ERISA).
ERPAs are empowered to practice before the IRS on retirement plan issues, including Form 5500 filings, plan corrections, audits, and compliance matters. The designation is particularly relevant for third-party administrators, pension consultants, and retirement plan specialists navigating complex regulatory landscapes.
📚 Requirements
- Pass the IRS ERPA Special Enrollment Examination (Parts I and II)
- Demonstrate knowledge of retirement plan administration, ERISA compliance, and IRS procedures
- Maintain ethical standards and adhere to IRS Circular 230 regulations
- Complete continuing education requirements to maintain active status
- Issued by the Internal Revenue Service (IRS)
🤝 Community & Recognition
ERPA holders are recognized for their technical expertise in qualified retirement plans and their ability to represent clients before the IRS. The designation is valued by plan sponsors, financial institutions, and regulatory bodies for its focus on compliance, accuracy, and fiduciary integrity.
📜 Quick Facts
Issuing Organization: Internal Revenue Service (IRS)
Website: IRS ERPA Program Overview
Credential Focus: Retirement plan compliance, ERISA administration, IRS representation
Audience: TPAs, pension consultants, retirement plan administrators
Continuing Education: Required to maintain active status
Related Designations: QPA, CPC, EA, CEBS
