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Enrolled Retirement Plan Agent Program (ERPA) - What is an Enrolled Retirement Plan Agent ("ERPA")?

 

What is an “Enrolled Retirement Plan Agent (ERPA”)?

An “Enrolled Retirement Plan Agent” or “ERPA” is an individual who has been approved by the IRS to practice before the IRS on certain retirement plan issues. An ERPA is similar to an Enrolled Agent. The rules governing ERPAs are set forth in Circular 230.
 


Page Last Reviewed or Updated: July 21, 2011