About Us

RITA's Vision

RITA’s vision is to be the leading educator and advocate for the growth and best practices of the self-directed retirement plan industry.

RITA’s Mission

We seek to accomplish our vision by providing resources, information, communication, and support to both our members and consumers.



Following the Tax Reform Act of 1986, it was clear to custodians and banks serving the self-directed retirement plan industry that a unified voice needed to represent the interests of the industry.

The next year (1987), RITA was formed by Mary Mohr, Executive Director, and other key industry professionals.

Its purposes are to:

  • Promote, through legislative and regulatory lobby activities, the interests of trustees, custodians, and administrators of self-directed retirement plans holding alternative assets;
  • Encourage the development and use of uniform procedures in the administration of self-directed retirement plans;
  • Provide a forum for the exchange of general information about the efficient administration of self-directed retirement plans;
  • Improve business conditions in the industry devoted to marketing self-directed retirement plans;
  • Stimulate personal and professional development and education among members.

Today, RITA members hold approximately $100 billion in alternative assets in self-directed retirement plans.


Trust Companies and Third-Party Administrators are an invaluable resource to savers... but who steps in as a resource for them?

Often, Trust Companies and TPAs are concerned with noncompliance, need a legal advocate, or feel alone in the industry, but don’t see the value of joining a national association. At RITA, we understand that Trust Companies and TPAs want to gain credibility, avoid pitfalls, and be prepared for legislative changes. That’s why we’ve developed a unique portfolio of resources for our members.

Becoming a member is painless. After completing an application, background check, and agreeing to the Code of Ethics, an organization simply pays for membership dues. Member firms also receive substantial discounts on all events, including conferences and educational programs.

Alone, Trust Companies and TPAs risk making expensive mistakes that can cost them clients, time, resources, and credibility. But with RITA, they gain access to the information, communication, and support they’ve been missing. With access to conferences, workshops, committees, and more, members experience greater industry influence, receive up-to-date information, enjoy educational opportunities for their staff, and feel supported through RITA’s lobbying and legislative involvement. We help position them in the best position to retain clients and grow their business efficiently.


Did you know that 78% of Americans are concerned about not having enough money for retirement?

The problem is that most consumers are simply unaware of their investment options. They’re afraid they won’t have enough to retire, but don’t know how to manage a retirement plan for themselves and aren’t sure where to go for help.

At RITA, we understand that, for many consumers, retirement savings plans can feel confusing, daunting, and even scary. We’re dedicated to helping consumers with their self-directed retirement savings, which is why we provide free educational resources along with access to our network of accepted member’s resources.

By reviewing the free information provided, consumers can educate themselves on the best retirement options for their needs, then contact a member to answer additional questions and open a self- directed retirement plan.

Consumers can continue feeling anxious and unsure about their retirement plan, uneducated about their investment diversification, and not fully utilizing the wide range of assets allowed – or they can use the resources we provide and feel informed, confident, and prepared for their future.