Press Room

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...