ERPA Enrolled Retirement Plan Agent


ERPA Enrolled Retirement Plan Agent

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For Investors For Sponsors
  • Credentials (Letters): ERPA
  • Credentials (Full Name): Enrolled Retirement Plan Agent
  • Type of Knowledge: Retirement Plans
  • Sponsor for Credential: Internal Revenue Service
  • Sponsor/Credential Website:
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.
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