Find a Retirement Plan Agent

infoWhat is an Enrolled Retirement Plan Agent?

An Enrolled Retirement Plan Agent (ERPA) is licensed to practice before the IRS on retirement plan matters, such as employer plan filings and plan correction programs. It is a specialist credential: ERPAs focus on the rules that govern 401(k), pension, and similar employer-sponsored plans.

workspace_premiumERPA facts

• Licensed to practice before the IRS on retirement plan matters, including Form 5500-series filings and plan correction programs.
• A specialist credential focused on employer-sponsored plans such as 401(k) and defined benefit pensions.
• The IRS stopped issuing new ERPA enrollments in 2016, so practicing ERPAs are an experienced group.
• Maintains the credential through continuing education requirements.
• Often works alongside employers, plan administrators, and actuaries.

helpERPA vs. Enrolled Agent

An Enrolled Agent can represent taxpayers before the IRS on any tax matter, while an ERPA practices specifically on retirement plan matters. If your question is about an employer-sponsored retirement plan - compliance, filings, or fixing a plan error - an ERPA is the focused specialist.

gavelWhen should I hire an ERPA?

Consider an ERPA if you sponsor or administer an employer retirement plan and need help with IRS filings, plan documents, or correcting a compliance problem through IRS programs. For personal income tax work, an Enrolled Agent or CPA is usually the better fit.