Why Your Retirement Plan Administrator Should Be Enrolled – Part 4

June 19, 2012 at 8:20 am Leave a comment

On June 8th, the IRS clarified that unenrolled prepares cannot represent a plan sponsor in regards to the IRS Form 5500 series.  Enrolled Retirement Plan Agents’ (ERPA) are able to represent the client before the IRS with their authorization unlike unenrolled preparers.  The IRS explained the situation earlier this month so unenrolled preparers who were previously doing so will no longer be able to as noted at http://www.irs.gov/retirement/article/0,,id=257981,00.html.

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Why Your Retirement Plan Administrator Should Be Enrolled – Part 3 The IRS and Social Media

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Christine Gurney

A pension professional who shares her thoughts and ideas about the pension world for industry members and anyone else interested.

@ChristineGurney

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