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Found 3 results

  1. Peter Gulia
    Retirement plan documents now is mostly about IRS-preapproved documents, and seldom does an employer apply for a determination. Beyond Form 5300 applications, what is it that enrollment as a retirement plan agent permits an ERPA to do (that one could not do without enrollment)? Is it only about the Employee Plans Compliance Resolution System? Does the right to represent a taxpayer in the IRS’s examination of a Form 5500 report matter? Is there something else allowed for an ERPA (but precluded for others)?
  2. doombuggy
    When I became an ERPA in 2010, I got a PTIN. Notice 2011-91 states that Section 10.4b of Circular 230 requires individuals who want to become an ERPA to have a valid PTIN and Section 10.6d3 requires ERPA to have a valid PTIN to be eligible to renew their status as an ERPA. someone told me yesterday that it isn't mandatory. have "the rules" changed since this Notice was issued?
  3. doombuggy
    They go by a calendar year, correct? My renewal is next year and I have enough credits for my 3 year cycle, but if the new cycle technically starts on 1/1/16, then I will sign up for the APC that SunGard is going to have here in Orlando in February. I last renewed in 2013 and am drawing a blank on this....
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