Enrolled Retirement Plan Agent-Special Enrollment Examination (ERPA-SEE)

Are you ready? We’re prepared to help you pass the exams.

SunGard’s Relius Education offers a variety of ways to help you prepare for the Enrolled Retirement Plan Agent-Special Enrollment Examination (ERPA-SEE).

As one of the leading providers of continuing education for retirement plan professionals, we have tapped the combined 110+ years of experience of our well-respected ERISA attorneys to develop courses and materials that will reinforce your understanding of exam subjects, prepare you for the defined benefit questions, and help you perform at your best.

Choose the courses and materials that best suit your needs and your learning style, whether it’s live seminars on the Web, recorded Web seminars, or self-study materials for learning at your own pace.

Choose any of the SunGard Relius methods of ERPA study, and you get all of the following:

  • Study materials: ERPA test study materials are included in the seminars. No need to buy anything else.
  • The ERISA Research Guide: From Pension Library, this guide, which includes advanced topical outlines, examples, comments and FAQs, will be made available to you.
  • Presentation slides: Download over 270 slides for each ERPA exam, put together by our attorneys. These slides are filled with principles and examples to help you focus your study on the test subjects.
  • Review courses: If you use our courses or study materials and do not pass the corresponding exam, you will receive a complimentary viewing of the corresponding recorded ERPA Web Seminar.
  • Practice Tests: Training that includes 150 multiple-choice questions for each ERPA test; and additional practice questions on your own review time. This lets you see the areas where you need to study.
  • Experience: Collaboration of SunGard’s Relius nationally recognized attorneys.
  • Delivery Choice: Web seminars that allow you to continue your busy seasonal work, or self-study materials to study at your own pace.
  • Continuing Education Credit (CE): CE may be available for members of certain professional organizations.

Bonus Study Aid for Web Seminar Participants: Extended Access to Recorded ERPA Web Seminar
If you decide to participate in the live Web seminar, or purchase the recorded version, you will be given access to review the recorded Web seminar as many times as you like within that current ERPA study period. This will help you troubleshoot some of those subject areas that you may need to review before you sit for the exam.

Choose Live ERPA Test Review Web seminars
Twice each year in January and July, just prior to the two ERPA examination periods, SunGard’s Relius Education conducts the live ERPA Test Review Web Seminars for each part of the ERPA-SEE. These convenient, two-hour sessions on three consecutive days are available for those who prefer to hear the instructor in a live presentation as he explains in detail the topics covered in each ERPA-SEE. Complete details, including dates, times, fees, and more are available mid-November and mid-May on our Web site.

Or choose the Self-Study Method.
You get the same materials that Web seminar attendees receive, to study at your leisure, in the learning environment that works best for you. More information

Prerequisites for Web Seminars or Self-Study Materials
Since both learning methods are a review, professionals who use these educational tools are expected to have an understanding of the fundamental rules and concepts of retirement plans.

Supplemental Courses Available: For those who may not be ready right now, but who are thinking of the ERPA designation as a goal when you have gained a bit more experience and confidence in your knowledge, SunGard offers two beneficial courses to help you move closer to your goal.

Both courses provide a broad understanding of the qualified plan rules, and a more in-depth coverage of 401(k) plans.

Each helps practitioners gain a solid foundation of the retirement plan rules and will help you in preparing for the ERPA examinations.

SunGard's Relius Education Programs Now Earn Continuing Education Credit for ERPA Designees.
We have entered in to an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g) covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the Enrolled Retirement Plan Agent.