ERPA’s ?!

June 5, 2013 at 3:56 pm Leave a comment

Spoiler Alert!   I have already announced on my twitter feed (be sure to follow @ChristineGurney if you do not already) that I will have an upcoming series of posts regarding the 2013 ERPA Conference.  For those of you who were unable to come to Denver or are just plain curious about the excitement you missed, I am going to include a summary of highlights that I feel are valuable for plan sponsors and industry insiders!

As a bonus this week, I wanted to include a spoiler alert and a brief recap on what an ERPA is and why ERPA’s are important.

What is this ERPA thing anyway? An Enrolled Retirement Plan Agent (ERPA) has met extensive compliance, plan document, administrative operations and reporting testing requirements.

Why are ERPA’s important?  ERPA’s have to meet rigorous continuing education requirements and ethical standards.

How are ERPA’s different?  ERPA’s, along with EA’s, are enrolled to represent plan sponsors on retirement plan matters before the IRS and have passed tax compliance and background checks.  Other individuals such as CPA’s and attorney’s may be able to do the same without one of these designations, but neither have met the testing standards regarding retirement matters that Enrolled Retirement Plan Agents (ERPA’s) and Enrolled Actuaries (EA’s) have accomplished.  Both professionals are excellent resources and crucial for businesses, but plan sponsors should be aware of when they should be utilized.

I am looking forward to sharing my insights with you in the upcoming weeks!

Thanks for reading and have a wonderful day!  Please sign up for my blog and follow me on twitter @ChristineGurney.  Please like my facebook author page at  If you have not already done so, please check out purchasing my book on amazon at or from the publisher at


Entry filed under: General. Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , .

Share, Share, Share! Potential Troubles for Your Retirement Plan

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s

Trackback this post  |  Subscribe to the comments via RSS Feed

Christine Gurney

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

Enter your email address to follow this blog and receive notifications of new posts by email.

Vote in Today’s US Midterm Elections

I Voted

%d bloggers like this: