CONTINUING EDUCATION FOR ENROLLED RETIREMENT PLAN AGENT

What is an ERPA?

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. 

MY-CPE LLC is approved by the Internal Revenue Service (IRS) to offer Continuing Education (CE) courses for Enrolled Retirement Plan Agents (ERPAs). MY-CPE LLC 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.

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 Packages for Enrolled Retirement Plan Agents (ERPA) that meet all of your annual continuing education requirements in one go.

A minimum of 2 hours of ethics annually and a total of 6 hours for a reporting period of 6 years.

The ERPA license renewal period ends on 30th September March triennially (based on the last digit of your social security number).

Click here for more details.

A CE reporting cycle for Enrolled Retirement Plan Agents (ERPA) is April 1st through June 30th triennially (based on the last digit of SSN).

Here is a link to the IRS website to access FAQs on CE Requirements and Regulations for the Enrolled Retirement Plan Agent (ERPA) Professionals.

  • Programs designed to enhance professional knowledge in qualified retirement plan matters.
  • Programs consistent with the Internal Revenue Code and effective tax administration.

CLICK HERE for more information.

No, there are no minimum CE requirements in a particular subject area.

All of the following myCPE Learning Activities are approved for CE requirements of ERPA Professional: 

  1. Self-Study Courses (Videos)
  2. Live Webinars
  3. Virtual Events
  4. Articles
  5. Packages
  6. E-Book
  7. Certificate Courses

CLICK HERE for more information.

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 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

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The annual license renewal fee is $67.

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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.

For further information CLICK HERE

  • 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 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.

myCPE APPROVALS

Approved By
National Association of State Boards of Accountancy (NASBA) 143597
Internal Revenue Service (IRS) GEHNZ
California Tax Education Council (CTEC) 6273
Certified Financial Planner Board (CFP) 8061
Society for Human Resource Management (SHRM) RP5359
Human Resource Certification Institute (HRCI) 714694
FP Canada CE17222
American Payroll Association (APA) 372961
Texas State Board of Public Accountancy (TSBPA) 010556
Illinois Department of Financial & Professional Regulation (IDFPR) 158002756
New York State Board of Public Accountancy (NYSPA) 002976
Courses Eligible for CPE of Certified Fraud Examiner (CFE) Approved
Courses Eligible for CPE of Certified Valuation Analysts (CVA) Approved
Institute of Finance and Management (IOFM) Approved
Society of Trust and Estate Practitioners (STEP) Approved
Certified Senior Advisor (CSA) Approved

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