CS-13-390 Enrolled Retirement Plan Agent

Invitation Script (last paragraph):

Script from first screen of survey

Your examination session is completed.

Please respond to the brief exit survey. Your feedback is important to us. This survey is voluntary and should take approximately three minutes.

The Paperwork Reduction Act requires that the IRS display an OMB control number on all public information requests. The OMB Control Number for this study is 1545-1432. Also, if you have any comments regarding the time estimates associated with this study or suggestions on making this process simpler, please write to the Internal Revenue Service, Tax Products Coordinating Committee, SE:W:CAR:MP:T:T:SP, 1111 Constitution Ave. NW, Washington, DC  20224.

ERPA-SEE Survey

1. What was the PRIMARY motivation in becoming an ERPA?

1. To represent clients before the IRS

2. Company requirement

3. Promotion, salary, or bonus purposes

4. To increase pension knowledge

5. Other, please indicate:

2. How satisfied are you with the usefulness and accuracy of the ERPA examination website?

1. Very satisfied

2. Satisfied

3. Uncertain

4. Dissatisfied

5. Very Dissatisfied

3. What was your PRIMARY form of preparation for this examination?

A. ERPA Syllabus

B. ERPA Study Guide

C. ERPA Licensure Information Bulletin

D. The ERISA Outline Book

E. AIRE Recorded Review Session(s)

F. AIRE Live Review Session(s)

G. AIRE Practice Examination

H. Study Group

I. Other, please indicate:

4. What resources did you use to prepare for this examination? (check all that apply)

 ERPA Syllabus

 ERPA Expanded Syllabus (Study Guide)

 ERPA Licensure Information Bulletin

 The ERISA Outline Book

 AIRE Recorded Review Session(s)

 AIRE Live Review Session(s)

 AIRE Practice Examination

 Study Group

 Other, please indicate:

5. In terms of difficulty, how would you rate this examination?

1. Very Easy

2. Easy

3. Average Difficulty

4. Difficult

5. Very Difficult

6. Was sufficient time allotted to complete the examination?

1. Yes

2. No

3. Unsure

7. How many total hours of studying did you spend preparing for this examination?

1. 40 or Less

2. 41-80

3. 81-120

4. 121-210

5. Over 210

8. Please indicate below if you are any of the following (check all that apply):

A. Registered Tax Return Preparer
B. Enrolled Agent

C. Enrolled Actuary

D. Certified Public Accountant

E. Attorney

F. ASPPA credentialed member

G. NIPA credentialed member

H. None of the above
I. Other, please indicate:

9. Please indicate below which BEST fits your job description:

1. Plan administration/recordkeeping

2. Actuarial

3. Consulting/Client relations

4. Customer Service/Call Center

5. Marketing/Sales/Investment Advisor

6. Other

10. How many years have you been practicing in the retirement plan benefits field?

1. 0-2

2. 3-5

3. 6-9

4. 10-15

5. Over 15

11. Are you planning on attending the annual ERPA Conference for Continuing Education (CE) credits purposes?

1. Yes

2. No

3. Unsure

12. What can AIRE, LLC do to improve your experience or make future examinations more meaningful and beneficial to you?