ERPA (Enrolled Retirement Plan Agent)

59 topics in this forum

1. PTIN user fees for 2026

   By Paul I, September 29
   • 1 reply
   • 255 views
   • 
   • Peter Gulia
   • September 30

2. ERPA Cycle

   By Gadgetfreak, May 7, 2018
   • 26 replies
   • 9.1k views
   • 
   • Bri
   • July 8

3. 2021 ASPPA webinars not eligible for ERPA credits

   By AndrewZ, April 30
   • 8 replies
   • 1.2k views
   • 
   • AndrewZ
   • May 13

4. The enrollment folks have outdone themselves

   By Bri, December 10, 2021
   • 1 reply
   • 2.6k views
   • 
   • CuseFan
   • December 10, 2021

5. Benefits of ERPA

   By austin3515, March 14, 2017
   • 6 replies
   • 2.5k views
   • 
   • PeterN
   • July 9, 2021

6. Renewal e-mail from IRS

   By Kevin C, May 24, 2021
   • 10 replies
   • 2.5k views
   • 
   • Kevin C
   • June 4, 2021

7. Do you put a circular 230 blurb in your e-mail

   By BG5150, June 12, 2019
   • 4 replies
   • 3.2k views
   • 
   • JustnERPA
   • June 14, 2019

8. Renewal Period - ERPA

   By Gilmore, February 17, 2019
   • 2 replies
   • 1.5k views
   • 
   • Gilmore
   • February 20, 2019

9. How long has electronic renewal been an option for ERPA renewals?

   By RatherBeGolfing, April 2, 2017
   • 4 replies
   • 1.9k views
   • 
   • Below Ground
   • April 8, 2018

10. lower cost Continuing ed for ERPA

    By Loves401(k), March 23, 2018
    • 9 replies
    • 2.2k views
    • 
    • JustBrowsing
    • March 27, 2018

11. CE Credits for ERPA

    By Cynchbeast, September 20, 2017
    • 6 replies
    • 3.7k views
    • 
    • Jim Chad
    • December 12, 2017

12. Documentation re Plan Sponsor

    By Cynchbeast, July 29, 2017
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • July 29, 2017

13. IRS Reopens PTIN System

    By RatherBeGolfing, June 21, 2017
    • 0 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • June 21, 2017

14. Satisfying ERPA CE requirement

    By Cynchbeast, May 26, 2017
    • 9 replies
    • 2.1k views
    • 
    • Cynchbeast
    • June 7, 2017

15. IRS loses class action seeking to recover unlawful PTIN fees

    By RatherBeGolfing, June 7, 2017
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • June 7, 2017

16. Altered documents

    By Hypothetically, March 14, 2016
    • 5 replies
    • 2.5k views
    • 
    • MoJo
    • April 24, 2017

17. ERPA and PTIN

    By doombuggy, December 24, 2014   

    • ERPA
    • PTIN
    • 6 replies
    • 4.6k views
    • 
    • RatherBeGolfing
    • December 27, 2016

18. Check my status

    By Cynchbeast, November 14, 2016
    • 19 replies
    • 5.3k views
    • 
    • D Lewis
    • December 15, 2016

19. ERPA CE requirement

    By MLML, July 13, 2016
    • 12 replies
    • 3.8k views
    • 
    • Gadgetfreak
    • December 14, 2016

20. ERPA Study Materials

    By AdKu, December 4, 2015   

    • ERPA Study Materials
    • 6 replies
    • 2.6k views
    • 
    • dserra
    • January 31, 2016

21. No More New ERPAs

    By BG5150, November 9, 2015
    • 2 replies
    • 1.8k views
    • 
    • GMK
    • November 18, 2015

22. ERPA cycles

    By doombuggy, October 22, 2015   

    • ERPA
    • CE Credit
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • October 23, 2015

23. Approximate passing rate

    By jmartin, June 22, 2015
    • 1 reply
    • 2.1k views
    • 
    • Belgarath
    • June 22, 2015

24. ERPA & QPA vs QKA vs APA vs APR vs CEBS

    By BonoConsilio, September 2, 2011
    • 32 replies
    • 33.9k views
    • 
    • VincentBocchinfuso CPC
    • March 3, 2015

25. Ethical question involving ERPA's employer

    By Hypothetically, December 20, 2014
    • 8 replies
    • 2.8k views
    • 
    • Hypothetically
    • December 22, 2014

26. ERPA Renewal confirmation?

    By movedon, June 24, 2014
    • 11 replies
    • 4.1k views
    • 
    • Bill Presson
    • October 14, 2014

27. ERPA-- Form 2848 -- only good in my state?

    By katieinny, April 17, 2014
    • 4 replies
    • 2.4k views
    • 
    • katieinny
    • April 21, 2014

28. 1 CE Credit before year end

    By KTB, December 12, 2013
    • 5 replies
    • 2.7k views
    • 
    • KTB
    • December 13, 2013

29. Ethics CE requirement

    By MLML, December 12, 2013
    • 3 replies
    • 2.3k views
    • 
    • MLML
    • December 13, 2013

30. Programs that qualify for CE

    By AKconsult, November 15, 2013
    • 1 reply
    • 3.2k views
    • 
    • Bird
    • November 15, 2013

31. Ethics issue

    By Hypothetically, October 18, 2013
    • 1 reply
    • 2.3k views
    • 
    • ETA Consulting LLC
    • October 18, 2013

32. How to report CE for ERPA?

    By BG5150, April 24, 2013
    • 4 replies
    • 2.8k views
    • 
    • Kevin C
    • September 10, 2013

33. CPE Credit Due?

    By Gilmore, November 17, 2011
    • 1 reply
    • 1.8k views
    • 
    • Below Ground
    • September 10, 2013

34. ERPA renewal

    By Belgarath, May 31, 2012
    • 10 replies
    • 5.7k views
    • 
    • Belgarath
    • May 30, 2013

35. Three IRS Phone Forums

    By Kevin C, January 22, 2013   

    • in Feb 2013
    • 0 replies
    • 2k views
    • 
    • Kevin C
    • January 22, 2013

36. CPE - Do I Need to Register for the class?

    By austin3515, December 26, 2012
    • 3 replies
    • 5k views
    • 
    • Peanut Butter Man
    • January 3, 2013

37. Continuing Ed

    By Cynchbeast, December 10, 2012
    • 5 replies
    • 1.7k views
    • 
    • BG5150
    • December 18, 2012

38. PTIN Renewal

    By Gilmore, November 21, 2012
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 27, 2012

39. PTIN CE Requirements

    By joano, September 14, 2012
    • 6 replies
    • 2.7k views
    • 
    • joano
    • November 1, 2012

40. ERPA Renewal

    By Guest OpMgr, October 26, 2012
    • 1 reply
    • 1.6k views
    • 
    • doombuggy
    • October 31, 2012

41. Ethics CPE

    By Monica Barnard, October 26, 2012
    • 4 replies
    • 1.9k views
    • 
    • Bill Presson
    • October 26, 2012

42. PTIN/ ERPA info

    By AKconsult, September 27, 2012
    • 4 replies
    • 2.5k views
    • 
    • AKconsult
    • October 3, 2012

43. DOL and ERPA

    By Jean, September 19, 2012
    • 5 replies
    • 2.7k views
    • 
    • John Feldt ERPA CPC QPA
    • September 21, 2012

44. misspelled name on erpa materials

    By SheilaD, April 30, 2012
    • 3 replies
    • 1.8k views
    • 
    • shERPA
    • April 30, 2012

45. ERPA CPE on your own

    By rcline46, April 24, 2012
    • 2 replies
    • 1.7k views
    • 
    • Kevin C
    • April 24, 2012

46. Enrollment Number

    By Rai401k, April 13, 2012
    • 1 reply
    • 1.9k views
    • 
    • ETA Consulting LLC
    • April 13, 2012

47. Circular 230

    By QNPG, December 8, 2011
    • 14 replies
    • 4.1k views
    • 
    • Gadgetfreak
    • March 21, 2012

48. ERPA exam for 2012

    By cpc0506, January 30, 2012
    • 2 replies
    • 1.8k views
    • 
    • cpc0506
    • January 31, 2012

49. PTIN not required for ERPAs

    By Kevin C, November 4, 2011
    • 2 replies
    • 1.8k views
    • 
    • Kevin C
    • November 17, 2011

50. Ethics CPE

    By Kevin C, June 22, 2011
    • 1 reply
    • 2.5k views
    • 
    • Spencer
    • June 22, 2011