ERPA (Enrolled Retirement Plan Agent)

57 topics in this forum

1. The enrollment folks have outdone themselves

   By Bri, December 10, 2021
   • 1 reply
   • 592 views
   • 
   • CuseFan
   • December 10, 2021

2. Renewal e-mail from IRS

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

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

   By BG5150, June 12, 2019
   • 4 replies
   • 2.5k views
   • 
   • JustnERPA
   • June 14, 2019

4. Renewal Period - ERPA

   By Gilmore, February 17, 2019
   • 2 replies
   • 567 views
   • 
   • Gilmore
   • February 20, 2019

5. ERPA Cycle

   By Gadgetfreak, May 7, 2018
   • 9 replies
   • 1.8k views
   • 
   • Suzanne85
   • July 9, 2021

6. lower cost Continuing ed for ERPA

   By Loves401(k), March 23, 2018
   • 9 replies
   • 1.1k views
   • 
   • JustBrowsing
   • March 27, 2018

7. CE Credits for ERPA

   By Cynchbeast, September 20, 2017
   • 6 replies
   • 2.3k views
   • 
   • Jim Chad
   • December 12, 2017

8. Documentation re Plan Sponsor

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

9. IRS Reopens PTIN System

   By RatherBeGolfing, June 21, 2017
   • 0 replies
   • 771 views
   • 
   • RatherBeGolfing
   • June 21, 2017

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

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

11. Satisfying ERPA CE requirement

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

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

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

13. Benefits of ERPA

    By austin3515, March 14, 2017
    • 6 replies
    • 1.2k views
    • 
    • PeterN
    • July 9, 2021

14. Check my status

    By Cynchbeast, November 14, 2016
    • 19 replies
    • 3.4k views
    • 
    • D Lewis
    • December 15, 2016

15. ERPA CE requirement

    By MLML, July 13, 2016
    • 12 replies
    • 2.5k views
    • 
    • Gadgetfreak
    • December 14, 2016

16. Altered documents

    By Hypothetically, March 14, 2016
    • 5 replies
    • 1.6k views
    • 
    • MoJo
    • April 24, 2017

17. ERPA Study Materials

    By AdKu, December 4, 2015   

    • ERPA Study Materials
    • 6 replies
    • 1.8k views
    • 
    • dserra
    • January 31, 2016

18. No More New ERPAs

    By BG5150, November 9, 2015
    • 2 replies
    • 1.2k views
    • 
    • GMK
    • November 18, 2015

19. ERPA cycles

    By doombuggy, October 22, 2015   

    • ERPA
    • CE Credit
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • October 23, 2015

20. Approximate passing rate

    By jmartinrps, June 22, 2015
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • June 22, 2015

21. ERPA and PTIN

    By doombuggy, December 24, 2014   

    • ERPA
    • PTIN
    • 6 replies
    • 3.1k views
    • 
    • RatherBeGolfing
    • December 27, 2016

22. Ethical question involving ERPA's employer

    By Hypothetically, December 20, 2014
    • 8 replies
    • 1.7k views
    • 
    • Hypothetically
    • December 22, 2014

23. ERPA Renewal confirmation?

    By movedon, June 24, 2014
    • 11 replies
    • 3.3k views
    • 
    • Bill Presson
    • October 14, 2014

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

    By katieinny, April 17, 2014
    • 4 replies
    • 1.9k views
    • 
    • katieinny
    • April 21, 2014

25. Ethics CE requirement

    By MLML, December 12, 2013
    • 3 replies
    • 1.9k views
    • 
    • MLML
    • December 13, 2013