On March 9, 2021, RITA’s Board of Directors approved the implementation of the Member-Get-A-Member (MGAM) campaign.
The driving force behind this program is the power of one – each member has the power to make a difference
by committing to reach out and connect with their peers or network.
MGAM is open to Regular and Service Members. All RITA members are encouraged to participate.
What’s The Goal?
The Member-Get-A-Member Campaign is designed to grow RITA’s members with an incentive in membership and provide the form of a credit towards their annual membership fee when they refer a new firm that becomes a member.
The goal is to increase membership to sustain the association’s financial goals and strategic mission while strengthening our industry voice.
How It Works
Benefits for RITA Members
New Regular Member Incentive
When a referral becomes a RITA Regular Member (an IRA custodian or IRA provider), the referring member will receive a $500 credit towards their annual membership fee.
New Service Member Incentive
When a referral becomes a RITA Service Member, the referring member will receive a $200 credit towards their annual membership fee.
Timing of Credit
Any credits earned will be applied on the referring member’s next invoice, contingent on the new member paying their first annual RITA membership fee.
MGAM is currently in effect! It runs through December 31, 2021, at which time RITA’s Board of Directors will review the results and extend if desired.
RITA’s Membership Committee is always open to hearing your thoughts and ideas about how we can grow membership and add more value for our members.
We encourage all members to reach out to Erin Moretz or Kelli Click with any suggestions, questions, or feedback.
Member Referral Form
Prospective Regular Member/Service Member Information
Looking for a better way to express the benefits of a RITA Membership? Download our Membership Info Sheet to use in your initial conversations.
PDF Referral Form
If you'd prefer to fill out a PDF version of the referral form, you can download the form by clicking the link below.
Have questions about MGAM? Ready to submit a PDF version of the Member Referral Form? Click the button below to email RITA's Membership Director.