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WHY JOIN RITA?
RITA will provide you with the resources you need to move your company forward in the self-directed retirement industry.
Founded in 1987, our association is comprised of regulated banks, trust companies, and industry-related professionals. We exist to be the leading educator and advocate for the self-directed retirement plan industry by providing resources, information, communication, and support to both our members and investors.
RITA MEMBERSHIP CATEGORIES
RITA Regular Member
The Regular Member category is open to state or federally-chartered trust companies and banks that are primarily engaged in the administration of self-directed retirement accounts, and are regulated by state or federal banking authorities.
Regular Members may also include qualified third party administrators (TPAs) and entities shown on the IRS list of "Approved Nonbank Trustees and Custodians." Qualifying TPA members are those in good standing whose custodians have title and control of IRA cash and assets.
Regular Members pay annual membership fees, in two equal installments, based on total self-directed retirement account assets held. Click here to view our chart of asset ranges and fees.
RITA SERVICE MEMBER
The Service Member category is open to a wide variety of companies that provide ancillary services or support to our Regular Member firms, which are self-directed retirement custodians or administrators. Examples include custodial deposit products/services, cybersecurity resources, legal services, software support, valuation services, and others.
Service Members pay annual membership fees of $2,500 that are billed in January.
RITA MEMBERSHIP DISCLAIMER:
The Retirement Industry Trust Association is a professional trade association for trustees, custodians and administrators of self-directed retirement plans holding alternative assets. Additionally, we have service members who provide support directly to our corporate members, i.e.: banks, depositories, software companies, attorneys, accountants, etc.
Our RITA members are not financial advisors and do not endorse or recommend investment options to their clients. Therefore, we currently do not accept members who sell investment products to SDIRA owners.
BENEFITS OF RITA MEMBERSHIP
| Company listing in RITA’s online Member Directory (with link to your company website) | ||
| Member-only access to RITA’s website (including industry guidelines) | ||
| Authorized use of the RITA membership or allyship credential for the appropriate category | ||
| Industry updates, alerts, and breaking news on regulatory, compliance, and other timely issues | ||
| Free registration for RITA webinars on important industry topics | ||
| Exclusive members-only access to RITA Conferences | ||
| Discounted registration rate for Self-Directed IRA Institutes | ||
| Ability to participate in RITA Committees on Compliance, Operations, Legislative Relations, & more | ||
| Full voting rights within the RITA organization | ||
| Invitation to attend any closed-member meeting sessions at conferences | ||
| Receive consumer leads from RITA's "Find an IRA Custodian or Provider" form | ||
| Opportunity to sponsor and present services at RITA Conferences and Webinars |
Interested in Becoming a RITA Member?
Contact our team today to learn more about the benefits of RITA membership!
LEARN MORE ABOUT RITA
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CREATE ACCOUNT
If your company is already a member, create an account below to access your existing membership benefits.
HAVE QUESTIONS ABOUT JOINING RITA?
Contact RITA Membership
membership@ritaus.org