Department of the Treasury:

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.

Links and other resources


Reference Materials:

Department of Labor:

Pension Benefit Guarantee Corporation:

Internal Revenue Service:

Voluntary Fiduciary Correction Program

Lost earnings online calculator


Electronic filing of Form 5500 Annual Return/Report