ERPAEnrolled Retirement Plan Agent
- Credentials (Letters): ERPA
- Credentials (Full Name): Enrolled Retirement Plan Agent
- Type of Knowledge: Retirement Plans
- Sponsor for Credential: Internal Revenue Service
- Sponsor/Credential Website: https://www.irs.gov/retirement-plans
Program Information
- Prerequisites: IRS qualifying experience can exempt person from examination.
- Curriculum: 2 areas of study: Compliance & Operational Issues and Plan Documents, Reporting & Distribution Issues
- Type of Study: Self study
- Estimated Completion Time: Varies
- Examination Requirements: ERPA Special Enrollment exam which is proctored
- Continuing Education Requirements: 72 hours every 3 years
Investor Functions
- Advisor Look-Up: None
- Investor Education: None
- Telephone: 800-829-1040
- Email: None
- Additional Comments: As of February 2016, this program is no longer offered. Existing Agents remain accredited through Disclaimer: Since the time of this update, certification information may have been updated without our knowledge.