IRS Discontinues ERPA Special Enrollment Examination

By ASPPA Net Staff • November 09, 2015 • 0 Comments
Effective Feb. 12, 2016, the IRS will no longer be offering the ERPA Special Enrollment Examination (ERPA SEE) to become an Enrolled Retirement Plan Agent (ERPA).

The IRS has indicated that any current ERPAs will continue to hold the ERPA designation, allowing them to practice before the IRS, and that anyone who has passed both parts of the SEE can still become an ERPA if they file the Form 23-EP, “Application for Enrollment to Practice before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA).” The application for enrollment must be filed within one year of passing both parts of the test.

The final ERPA SEE testing window will begin Jan. 5, 2016 and run through Feb. 12, 2016. Candidates may take each part of the test only one time during the Jan. 5 – Feb. 12, 2016, testing window. This testing window will be the last opportunity for employee benefits professionals to become an ERPA. Candidates who have passed only one part of the exam by Feb. 12, 2016, will not have any further opportunities to take the exam.

Candidates can register for the test now by clicking here.

Details regarding the final testing window, the renewal process for current ERPAs, and a series of Frequently Asked Questions (FAQs) are available here.