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"Steven was knowledgeable and thorough…”
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Crystal lovejoy
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"Great Customer Service”
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
Lori corry
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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Brian Carey
5.0
"Great customer service”
Great customer service. Classes are pertinent. Great value
Become a Valued Member of myCPE Professionals Community
Trusted by 250,000+ Professionals
5.0
"Steven was knowledgeable and thorough…”
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Crystal lovejoy
5.0
"Great Customer Service”
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
Lori corry
5.0
"It is what it advertised to be”
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Brian Carey
5.0
"Great customer service”
Great customer service. Classes are pertinent. Great value
Steve
1/4
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Below mentioned Courses will be deactivated soon due to outdated content. Complete the course within the next 7 days to receive credits. After Expiry date, the course will be unavailable for credit. For assistance or inquiries, please contact our support team at support@my-cpe.com.
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ERPA CE Requirements (2025)
CE Credits for Enrolled Retirement Plan Agent (ERPA) Professional
An ERPA is an Employee Retirement Plan Agent. ERPAs are retirement plan professionals that can represent clients before the IRS concerning IRS Forms 5300 and 5500 series and who are not otherwise included in a category of individuals allowed to practice before the IRS.
MYCPE ONE is approved by the Internal Revenue Service (IRS) and it offers Continuing Education (CE) courses for Enrolled Retirement Plan Agents (ERPAs). MYCPE ONE has effectively met the standards set up by the Internal Revenue Service. We are focused on providing quality continuing education to Enrolled Retirement Plan Agent content that incorporates the most recent retirement and financial planning updates, reforms, and industry principles. Our IRS-approved CE courses are authored/reviewed by industry specialists and subject matter experts.
ENROLLED RETIREMENT PLAN AGENT (ERPA) CE REQUIREMENT OVERVIEW
CE Requirements:
72 hours of CE every 3 years, with a minimum of 16 hours per year.
License Renewal Period:
30th September triennially.
CE Reporting Cycle:
April 1st to June 30th triennially (based on the last digit of SSN).
Ethics Requirement:
2 hours of Ethics per year and a total of 6 hours of Ethics for a reporting period of 3 years.
Carryover Credits:
IRS does not allow enrolled retirement plan agents to carry excess CE credits over from one enrolment cycle to the next.
What are CE Requirements for Enrolled Retirement Plan Agent (ERPA) Professional?
All ERPAs are required to complete at least 72 hours of CE every 3 years. A minimum of 16 hours of CE must be earned per year (including 2 hours of ethics). Many of our programs in Live and Self-Study are approved for continuing education for Enrolled Retirement Plan Agents. Here are MYCPE ONE Packages for Enrolled Retirement Plan Agents (ERPA) that meet all of your annual continuing education requirements in one go.
What is the Ethics Requirement for Enrolled Retirement Plan Agent (ERPA) Professional?
A minimum of 2 hours of ethics annually and a total of 6 hours for a reporting period of 6 years.
Unlimited Access to Continuing Education: Dive into our extensive library at your own pace without incurring any extra cost for your learning and compliance.
Top-Quality Courses: Our expert-led continuing education courses in 500+ subject areas with average 4.5* ratings.
Flexibility: Learn anytime, anywhere, on any device.
An Enrolled Retirement Plan Agent (ERPA) can complete 100% of the total required CE credits hours via self-study courses. i.e., ERPA can complete all 72 hours via self-study courses from NASBA-approved CE sponsors as MYCPE ONE is approved by NASBA (Sponsor id 143597) our Packages for Enrolled Retirement Plan Agents is 100% compliant with that requirement.
ERPAs must retain the following records for four years:
The name of the CE Provider organization
The location of the program
The title of the program, approval number received for the program, and copy of the program content
Written outlines, course syllabi, textbooks, and/or electronic materials provided or required for the program
The date(s) attended
The credit hours claimed
The name(s) of the instructor(s), discussion leader(s), or speaker(s), if appropriate
The certificate of completion and/or signed statement of the hours of attendance obtained from the continuing education provider
No, the Short video (Nano learning) method is not approved for the CE requirements of Enrolled Retirement Plan Agents.
No, Enrolled Retirement Plan Agents (ERPAs) cannot carry over excess credit earned in a particular renewal cycle.
The Internal Revenue Service will provide notice to any individual who fails to meet the continuing education and fee requirements of eligibility for renewal. The notice will state the basis for the determination of noncompliance and will provide the individual an opportunity to furnish the requested information in writing relating to the matter within 60 days of the date of the notice.
The CE requirement is slightly different for newly enrolled EAs and ERPAs applying for their first renewal.
Generally, newly enrolled ERPAs will not need 72 hours of CE because they will not have been enrolled for all three years of the cycle. The 16-hour yearly minimum may not apply to them for at least one of the three years of the cycle.
Two hours of Ethics or Professional Conduct are required for each enrolment year during the enrolment cycle regardless of when enrolment began.
MYCPE ONE provides courses that are approved for continuing education credits by IRS. Based on the guidelines issued by these boards regarding Continuing Education Requirements we recommend the programs/ webinars be suitable for IRS specified in each webinar. However, it will be the responsibility of each attendee to ensure that they are eligible for the Continuing Education Credits based on their occupation/ job profile, knowledge requirements as well as guidelines laid down by their regulatory board before registering for the webinars.
CLICK HERE to view the IRS website for CE requirements for ERPAs.
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