ERPA ~ Enrolled Retirement Plan Agent

Every senior plan administrator at Associated Pension has attainedhis/herEnrolled Retirement Plan Agent (ERPA) designation. In addition, our newer administrators work towards the Qualified Pension Administrator (QPA) designation from the moment they join us.

The IRS had previously offered a designation called Enrolled Retirement Plan Agent (ERPA). This designation was adopted to allow qualified individuals to represent their clients with the Internal Revenue Service or Department of Labor with regard to plan documents, plan inquiries or IRS audits. Previously only a CPA or an Enrolled Actuary was able to act as a third party representative with the IRS. While the program is no longer offered to new candidates, our newer administrators continue their pension education through the attainment of their QPA designation offered through the American Society of Pension Professionals & Actuaries (ASPPA).

We have 10 ERPAs on staff to assist you with any IRS-related issue. Every one of our administrators attend many hours of accredited seminars each year to keep them up to date on current issues and regulations.

Associated Pension Consultants is committed to protecting your privacy. We do not sell, rent or otherwise share information about our customers or their participants. All information provided to Associated Pension Consultants remains absolutely confidential.

Associated Pension Consultants does not collect any participant information from you except when specifically and knowingly provided by you. Examples of such information are names, Social Security Numbers, dates of birth, email addresses, physical addresses, and telephone numbers.

Please note that our primary form of communication is through electronic mail to our Primary Contact in your office. In the event that you assign the Primary Contact responsibility to another representative, please inform us immediately so that we may cease sharing information with the former Primary Contact.

Your Security

The security of your information is very important to us. We uses FT William technology & Citrix ShareFile to protect the security of your participants’ information, data and other materials exchanged between us. Our secure portal can only be accessed with a password to protect all information you send to Associated Pension Consultants. We strongly encourage you to exclusively utilize the secure portal in order to avoid data breaches, fraud, and/or identity theft.

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ERPA ~ Enrolled Retirement Plan Agent

Privacy Policy

Your Security