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- ERPA CE Provider
TRI Pension Services is an IRS-approved continuing education provider for ERPAs. For sessions that qualify for ERPA CE credits, we will provide an IRS program number. Our IRS provider number is
We have entered into an agreement with the Return Preparer Office, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, sections 10.6 and 10.9 (Circular 230), 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 Return Preparer Office as to the quality of the program or its contribution to the professional competence of the Enrolled Retirement Plan Agent . For ERPAs attending an approved session, we will provide a certificate of completion. An ERPA must provide his/her ERPA enrollment number and, if applicable, PTIN, in order to receive a certificate of completion.