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Website Opens for Enrolled Retirement Plan Agent ('ERPA') Program; Licensing Information Brochure, Study Guide Coming Soon
American Institute of Retirement Education [AIRE] Link to more items from this source
Oct. 8, 2008

Potential Enrolled Retirement Plan Agents can sign up to receive email updates with news and information about the ERPA program: see www.erpaexam.org -- Soon, that site will have information about the licensing process, an ERPA Study Guide and reference materials. Registration begins October 23; the first tests are planned for January 6 through February 17, 2009. The site includes answers to 15 frequently asked questions (FAQs). Excerpt: Who should become an ERPA? Retirement plan professionals needing to represent before the Internal Revenue Service with respect to IRS forms under the 5300 and 5500 series. (And who are not otherwise included in a category of individuals allowed to practice before the IRS).  MORE >>

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