Mission, Values, & Goals

ADVOCACY

The Voice of the self-directed retirement industry

RITA representatives hold regular meetings with various influential government officials and policymakers in order to affect change and positive results for retirement savers, investors, and the industry as a whole. These government officials and policymakers serve in a variety of departments, including the Department of Treasury, Senate Finance, House Ways and Means, Department of Labor, and the Internal Revenue Service.

OUR REPRESENTATIVES:

  • Have submitted written testimony and given oral testimony before the Department of Labor on various topics.
  • Closely monitor the proposals on tax reform currently in Congress as well as those being put forth by the Administration.
  • Work closely with the National Association of State Securities Administrators, Federal Bureau of Investigations, US Securities Exchange Commission, and Financial Industry Regulatory Authority to reduce fraud in the retirement industry.
RITA Executive Director Mary Mohr during a presentation with Senator William Roth in 1998.
RITA Executive Director Mary Mohr during a presentation with Senator William Roth in 1998.

ADVOCACY HIGHLIGHTS

2021

RITA launched a successful lobbying effort to push back against legislative proposals that would have limited Americans’ ability to invest IRAs in privately held businesses and mandated appraisals for all self-directed IRA investments.

2017

RITA lobbied against harmful changes to IRAs in the Tax Cuts and Jobs Act.

2016

RITA successfully persuaded the DOL to abandon regulatory changes that would have placed barriers on advisers recommending alternative assets to IRA owners.

2011

RITA successfully lobbied the DOL to abandon regulatory changes that would have treated IRA appraisals and valuations as fiduciary investment advice.

EDUCATION

RITA exists to be the leading educator and advocate for the self-directed retirement plan industry. We provide up-to-date information on the latest legislative and regulatory developments to keep industry professionals proactive and informed. Our organization hosts regular conferences, institutes, and webinars with top experts and government officials. We provide resources, information, communication, and support to both our members and investors.

The Leading Educator & Advocate for
Self-Directed IRAs

EDUCATIONAL EVENTS

Conferences

RITA conducts two industry conferences per year where top experts and key influencers speak about timely topics in the self- directed retirement plan industry.

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IRA Institutes

These advanced self-directed IRA classes are the only one of their kind in the industry. Passing this class is the first step in obtaining a Self-Directed Industry Professional (SDIP) certification.

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Webinars

RITA hosts regular 1-hour webinars addressing prominent and relevant issues in the self-directed retirement plan industry. All webinars are free to attend for members.

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NETWORKING

Uniting Our Industry to Grow Businesses & Enact Change

At RITA, we know that we are stronger together. When we unite behind our common goal, we gain the knowledge and influence needed to grow and enact change within our industry. That's why we provide ample opportunities for self-directed retirement industry professionals to connect and expand their networks. Our biannual conferences, member meetings, and committee groups allow those working within the industry to discuss industry issues, strategies, and solutions.

Committees

RITA Members have the ability to participate in Committees on Compliance, Operations, Legislative Relations, and more.

Conferences

RITA Conferences offer prime networking opportunities where attendees gain access to top industry experts and influencers.

Member Meetings

RITA Members are invited to attend Member Meetings to proactively address time-sensitive topics, industry changes, and more.

RETIREMENT INDUSTRY TRUST ASSOCIATION

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