MAR 18, 2024
The Retirement Industry Trust Association (RITA) will host its spring conference for self-directed retirement professionals from April 29-30, 2024 in Washington, D.C. The theme will be “Spring Into the Future with Self-Directed IRAs” and focus on topics impacting the future of the industry and self-directed retirement plans. Continue Reading...
AUG 21, 2023
The Retirement Industry Trust Association (RITA) will host its fall conference for self-directed retirement professionals from November 6-7, 2023 in Las Vegas, NV. The theme will be “Winning with Self-Directed IRAs” and focus on how businesses can succeed in navigating the latest legislation and regulatory changes. Continue Reading...
APRIL 18, 2023
The Retirement Industry Trust Association (RITA) has hired Gail D'Amico as the new Membership Director for the organization. In her new role, Ms. D’Amico will be responsible for growing membership across all RITA member categories, including Regular Members, Service Members, and Allies. Continue Reading...
FEB 13, 2023
The Retirement Industry Trust Association (RITA) will host its spring conference for self-directed retirement professionals from April 24-25, 2023 in Washington, D.C. The theme will be “Mapping the Future of Self-Directed IRAs” and focus on how the latest legislation and regulatory changes will impact the industry. Continue Reading...
NOV 28, 2022
The Retirement Industry Trust Association (RITA) thanks former RITA President Rich Immesberger for his dedicated service to the organization over the last two years. Member elections confirmed Barbara Van Zomeren as the succeeding President and added three new members to RITA’s Board of Directors. Continue Reading...
AUG 29, 2022
The Retirement Industry Trust Association (RITA) will host its first in-person conference since 2019, celebrating togetherness with the theme "All Together Again with Self-Directed IRAs." The conference is geared toward self-directed retirement professionals and will take place in Washington, D.C. from November 2-4, 2022. Continue Reading...
AUG 22, 2022
The Retirement Industry Trust Association (RITA) will host its Fall IRA Advanced Institute for retirement and other wealth management professionals. The course takes place virtually over Zoom and lasts five days from September 12-16, 2022. Continue Reading...
MARCH 1, 2022
The Retirement Industry Trust Association (RITA) has introduced “RITA Ally,” a third membership category in the association’s lineup intended for companies in the retirement industry that don’t fall into either of RITA’s other membership categories of “Regular” (for IRA custodians/providers) or “Service” (for financial service providers). Continue Reading...
NOV 1, 2021
The Retirement Industry Trust Association (RITA) launched a “SAVE MY IRA” campaign with the message to Congress: “Do not limit retirement savers’ choice.” RITA is urging its followers and associates to “Contact your elected officials in the United States House of Representatives and Senate and tell them you oppose limitations on IRA investment choice (Sections 138312 and 138314 of the House Reconciliation Bill).” Continue Reading...
OCT 26, 2021
The Retirement Industry Trust Association (RITA) will host a virtual educational conference over Zoom titled “Embracing Change: Virtual RITA Fall Conference 2021” from noon Nov. 4 to 5:30 p.m. Nov. 5 EDT. Continue Reading...
JAN 18, 2021
The Retirement Industry Trust Association (RITA) announced this year that their President, Tom Anderson, would be retiring after over a decade of service. Member elections confirmed Richard Immesberger as the succeeding President and added three new members to RITA’s Board of Directors. Continue Reading...
NOV 17, 2020
The Retirement Industry Trust Association (RITA) will host a webinar for retirement and other wealth management professionals on November 18, 2020 from 4:00pm to 5:00pm ET. The webinar, entitled "Onboarding New Accounts," will address how digital account opening fits in a digital transformation strategy. Continue Reading...
SEPT 11, 2020
The Retirement Industry Trust Association (RITA) is hosting its first virtual conference for self-directed retirement professionals. The conference will address the latest legislative and regulatory developments in the industry. Titled "Shifting Gears with Self-Directed IRAs," the event focuses on how the current pandemic has altered the industry and how businesses and professionals can better navigate those changes. Continue Reading...
NOV 26, 2019
The webinar, "How to Leverage Real Estate Purchases in Self-Directed IRAs," will be presented by Matt Allen, Vice President with North American Savings Bank. Allen is considered one of the nation's experts in how to borrow funds to buy real estate in IRA accounts. Continue Reading...
JULY 29, 2019
The Retirement Industry Trust Association (RITA) will host their next IRA Advanced Institute from September 10-12, 2019 in Newark, New Jersey. Continue Reading...
JUNE 10, 2019
The Retirement Industry Trust Association (RITA) will host a webinar for self-directed retirement professionals on June 25, 2019 from 4:00pm to 5:00pm ET. The webinar, entitled "Required Minimum Distributions: The Good, Bad, and Ugly," will be presented by self-directed IRA expert John Hyre. Continue Reading...
APR 17, 2019
"For anyone looking to earn an SDIP certification, the IRA Advanced Institute is the only way to do it. We are passionate about what we do and that passion is reflected in the class. It will be a truly beneficial experience for everyone who attends," stated Mary Mohr, Executive Director of RITA. Continue Reading...
OCT 01, 2019
The Retirement Industry Trust Association (RITA) will host a conference for self-directed retirement industry professionals on October 29-30, 2019 in San Antonio, Texas. The event, titled "Roping in Retirement with Self-Directed IRAs," invites attendees to learn valuable insight about industry changes, trends and best practices. Continue Reading...
AUG 13, 2019
In May, the House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act with a vote of 417-3. If the bill passes the Senate and is signed by the president, it will mean big changes for the U.S. retirement system. Continue Reading...
FEB 05, 2019
Topics on the conference agenda include congressional and regulatory updates, federal and state regulatory perspectives, IRA research, how to reach millennials, and more. Continue Reading...
Jan 20, 2017
Retirement Industry Trust Association (RITA) concurred with GAO’s recommendations that more guidance and information would benefit retirement account owners; particularly in the areas of understanding prohibited transactions, tax liability and how to determine fair market value of a wide range of investments not traded on market exchanges. Continue Reading...
Sept 08, 2016
In an effort to help Americans save more for a comfortable retirement, California and 5 other states now offer employees a state retirement plan for those without a 401k or similar tax-deferred benefit plan. The Retirement Industry Trust Association (RITA) supports all retirement initiatives and helping people save in any way is a positive,” says Mary Mohr, Executive Director, RITA and co-pioneer of the Roth IRA. Continue Reading...
Apr 19, 2016
In support of National Financial Literacy month – the Retirement Industry Trust Association [RITA] members shared successful client self-directed IRA strategies of investing independently in non-Wall Street alternative assets such as real estate, private equity, notes and precious metals. Continue Reading...
Mar 21, 2016
Retirement Industry Trust Association (RITA) Members and conference attendees get ahead of the regulatory curve and continue to benefit from the expertise, insights and trends affecting alternative assets at the upcoming event in Washington, D.C. on March 21-23, 2016 at the W Hotel. Continue Reading...
Oct 2, 2014
The Retirement Industry Trust Association (RITA), the voice of the alternative asset industry, announces an intensive training camp on investing alternative assets in IRAs to be held on Oct. 20-21, 2014. Continue Reading...
May 9, 2014
RITA has made available a "Check Before You Invest" publication to help investors understand the role of IRA custodians & third party administrators. Continue Reading...