Enrolled Retirement Plan Agent Program (ERPA) - How Do I Become an ERPA? |
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How Do I Become an ERPA?
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Generally, a person becomes an ERPA by passing a comprehensive ERPA Special Enrollment Examination relating to retirement plan matters. See www.erpaexam.org for further information on the testing process. After passing the ERPA Special Enrollment Examination, the ERPA candidate must apply for enrollment with the Service and follow renewal and continuing education procedures. ERPAs will be required to demonstrate competency and be held to professional and ethical standards of conduct.
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Former Employee Plans employees who have at least 5 years of continuous employment with Employee Plans regularly engaged in applying and interpreting the provisions of the Code and regulations relating to qualified plan matters, will not be required to pass the comprehensive examination in order to receive the ERPA designation. The former employee must apply within 3 years from the date of separation of employment with the Service and will be required to adhere to continuing education standards and renewal procedures.
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Page Last Reviewed or Updated: August 06, 2008