Join us for our biannual conferences, covering legislative and regulatory developments in the self-directed retirement plan industry and offering prime networking opportunities with peers and influencers.

Self-Directed Retirement Industry Conferences

RITA hosts two industry conferences per year for trust companies, banks, third party administrators, attorneys, and financial and real estate professionals that serve the self-directed retirement industry. Top experts and key influencers speak about timely industry topics, offering superb education and networking opportunities.

RITA Members receive discounted registration rates as well as the opportunity to participate in members-only sessions to share industry issues, strategies, and solutions. Each conference counts for up to 24 hours of continuing education to maintain SDIP certification.

"RITA’s Conference not only provides a unique networking opportunity, but delivers the knowledge and tools to help retirement industry professionals successfully navigate the challenges, issues, and opportunities of the rapidly growing self-directed retirement plan industry."

-Kelli Click, President, STRATA Trust Company

Mapping the Future: RITA Spring Conference 2023

Apr 24, 2023 @ 9:00 am EDT - Apr 25, 2023 @ 5:00 pm EDT
2121 P St NW
Washington, DC 20037

RITA Fall Conference 2023

Nov 02, 2023 @ 9:00 am EDT - Nov 03, 2023 @ 12:00 pm EDT


Did you miss the RITA Spring 2022 Conference? Still want to benefit from all of the insights and updates from our incredible speakers and panelists?

The following sessions are available for $99 EACH:

Washington Update
Michael Hadley, Partner, Davis & Harman LLP

The Latest Retirement Plan Research
Sarah Holden, Senior Director, Retirement and Investor Research, Investment Company Institute

New RMD Rules Unpacked
Bryan Keene, Partner, Davis & Harman LLP

Update on State IRAs
Angela Antonelli, Research Professor and Executive Director, Center for Retirement Initiatives, Georgetown University’s McCourt School of Public Policy

Industry Issues
Fair Market Value Updates; How to Deal with Stale Valuations from Clients on Alternative Assets; Private Debt; Promissory Notes

RITA Update
Mary Mohr, Executive Director

Cryptocurrencies Panel
Matthew Reynolds, Supervisory Special Agent, Economics Crime Unit, FBI; Allison Itami, Principal, Groom Law Group; Tobin McComas, Vice President, Development & Member Services, Chamber of Digital Commerce; John Denza, CCO, Eris X; Chris Blasi, CEO, Neptune-GBX, Moderator: Scott Schwartz, General Counsel, Delaware Depository

Update from the Treasury Department
Carol Weiser, Benefits Tax Counsel, Department of the Treasury

Latest Developments from the Department of Labor
Timothy Hauser, Deputy Assistant Secretary for Program Operations, Employee Benefits Security Administration

Insights from the IRS
Laura Warshawsky, Acting Deputy Associate Chief Counsel (Employee Benefits), IRS

Employee Retention Strategies
Karyn DeFalco, Chief Human Resources Officer, Millennium Trust Company