Electronic filing of Form 5500 Annual Return/Report

Department of Labor:

Enrolled Retirement Plan Agent Information

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.

Department of the Treasury:

Internal Revenue Service:

Links and other resources


Voluntary Fiduciary Correction Program

Lost earnings online calculator

Reference Materials:

Pension Benefit Guarantee Corporation: