CONFERENCES

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.

HEAR CRITICAL UPDATES FROM KEY REGULATORS

GET THE LATEST LEGISLATIVE INTELLIGENCE AFFECTING YOUR BUSINESS

NETWORK WITH OTHER INDUSTRY PROFESSIONALS

DISCOVER THE BEST WAYS TO MOVE YOUR BUSINESS FORWARD

UPCOMING RITA CONFERENCES

Conference

Empowering Change with SDIRAs: RITA Spring Conference 2025

Apr 22, 2025 @ 9:00 am EDT - Apr 23, 2025 @ 5:00 pm EDT

1500 New Hampshire Avenue NW
Washington, DC 20036

WHAT PEOPLE ARE SAYING ABOUT RITA CONFERENCES

Barbara Van Zomeren

SVP, Ascensus

“RITA’s conferences are essential for anyone navigating changing legislation and regulations in the self-directed retirement plan sector. We send several of our staff members to the conferences each year to stay up-to-date on industry issues and guidelines. The insights they receive from the incredible speakers and engaging group discussions are invaluable to their individual career growth, and for the growth of our company as a whole.”

Gary Anetsberger

Executive Chairman, Inspira Financial

“The RITA conferences are unlike anything that I have attended during the three decades in the trust business. There are virtually no other gatherings where you can sit down with your peers and competitors to discuss truly significant common problems, with next steps resulting in both guidance and solutions. All trust and administrative professionals that have any interest in the Individual Retirement Account world should participate.”

Kelli Click

President, STRATA Trust Company

"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."

FEATURED PAST TOPICS

THE LATEST RETIREMENT PLAN RESEARCH

CYBERSECURITY ROADMAP: WHAT YOU NEED TO KNOW

FRAUD PREVENTION FOR SELF-DIRECTED IRAS

UPDATES FROM THE INTERNAL REVENUE SERVICE

WASHINGTON
UPDATE

LATEST DEVELOPMENTS FROM THE DEPARTMENT OF LABOR

FEATURED PAST SPEAKERS

Sarah Holden

Senior Director, Retirement and Investor Research, Investment Company Institute

Timothy Hauser

Deputy Assistant Secretary for Program Operations, Employee Benefits Security Administration (EBSA), DOL

Payson Peabody

Tax Counsel for House Ways and Means, Committee Minority Staff

Carol Weiser

Office of Benefits Tax Counsel, Department of the Treasury

Michael Hadley

Partner, Davis & Harman LLP

Laura Warshawsky

Deputy Associate Chief Counsel (Employee Benefits), IRS

DISCLAIMER: Neither RITA nor its officers, directors, members, employees or agents assume any legal responsibility for the information provided by or actions of members, exhibitors or others at RITA events. Information distributed at RITA events does not necessarily express or reflect opinions of RITA, and its dissemination does not constitute an endorsement or recommendation by RITA.

CONFERENCES

Self-Directed Retirement Industry Conferences