Andrea Bennett awarded ERPA designation

An enrolled retirement plan agent (ERPA) is an individual who has been approved by the IRS to practice before the IRS on certain retirement plan issues.  ERPAs must demonstrate competency in the Tax Code requirements that apply to qualified plans, and the ethical requirements for practicing before the IRS. With respect to the tax requirements for qualified plans, an ERPA must have a working knowledge of:

  • Plan document requirements;
  • Plan operation and administration;
  • Filing requirements (Form 5500); and
  • IRS programs (for example, the Determination Letter program and the Employee Plans Compliance Resolution System).

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