Self-directed IRA Conference- New topics include…


Self-directed IRA Conference hosted by RITA in Austin, TX will reveal the latest news, trends and rules affecting this growing industry.  Regulatory panel Denise Crawford- Photomoderated by DENISE CRAWFORD, Former Texas Securities Commissioner will discuss:

√  Fraud trends from the perspective of state and local regulatory and law enforcement officials
√ Financial Literacy for Trust Companies:  What You Need to Know
√ Crowdfund Investing updates and more!

Attend this premier industry conference and network with key decision makers and top industry experts. Register today!


Self-directed IRA Conference, Oct 2013

Self-directed IRA Event, 2013

Self-directed IRA Event

Self-directed IRA Conference for professionals will be held in Austin, TeXas on October 21-22, 2013.

Learn from and connect with the brightest experts in this industry. You will learn the latest rules and important developments affecting this industry.  Click this link for more and register today. Save $300 w/Early Bird Rate.


  • Fraud Prevention Measures
  • Investor Awareness Initiatives and Resources
  • Investment Risk and Potential Targets for Alternative Investments
  • Compliance and Operation Issues
  • A lot more…

Register now and save $300 with early bird rate!  Share this information to your colleagues.


Announcing RITA IRA Institute, May 21-23, 2013 – View Video Overview & Registration Info


RITA IRA Institute is proud to announce the next session will be in Denver, CO on May 21-23, 2013.    The focus will be on Self-directed IRA Investments and Administration for professionals in this industry. View the video below  to learn more and sign-up:

Click here to register:
You will learn about:
√ Compliance Issues
√ Operations
√ Alternative Investments
√ Prohibited Transactions
And a lot more!

Don’t miss out. Seats are filling up quickly.


Hear DOL’s Phyllis Borzi speak at upcoming RITA conference, DC


RITA is proud to welcome Phyllis Borzi, Assistant Secretary for the Employee Benefits Security Administration at the U.S. Department of Labor as guest speaker at upcoming conference, March 20-21, 2013 in DC. You’ll hear the latest update on new fiduciary rules and how they affect IRAs. Register Today & Save $300 w/Early Bird Rate. Expires Feb. 15.
Click here to learn more & register.


Register Now for RITA Conference in DC, 2013


Retirement Industry Trust Association (RITA) Raises the Bar in
education at upcoming conference in Washington, DC. Join us March 20-22.
Retirement Industry Trust Association, DC Conference




Register Today and Save $300 w/Early Bird Rate! Expires Feb. 15th

You’re invited to attend this important conference!
Sample topics from industry experts:

√ Hear Important Updates on IRA regulations
√ Get the Latest Developments from Treasury/IRS/Department of Labor
√ Legislative Insights on Retirement Issues Revealed
√ Author of The Ponzi Scheme Puzzle, Tamar Frankel
√ Crowdfunding Opportunities and What You Need to Know
And more…
Click here to download agenda.

 “Thanks for another great RITA event. I’ve been practicing law in the self directed IRA field for 6 years and learned so much at this past event about new laws and challenges facing the self directed IRA industry.” Mathew Sorensen, Partner KKOS Lawyers

Eventbrite - Raising the Bar- RITA Conference, Mar 20, DC

Eventbrite - Raising the Bar- RITA Conference - Members
Financial Advisers, Trust Companies, Financial Institutions,Trust Officers, TPAs, CPAs, Retirement Plan Administrators, attorneys and professionals involved in the self-directed retirement investment industry.

March 20-22, 2013

Dupont Circle
The Dupont Circle Hotel
1500 New Hampshire Avenue, NW
Washington, DC 20036
(855) 523-6953, Mention Code RITA to get your discounted room rate of $289. Expires 2/19.



View Video on Alternative Assets in IRAs, as seen on WSJ online


View video interview about how to invest your IRA into alternative assets
How to Invest Your IRA into Alternative Assets

IRAs Go Exotic, From Bulls to Condos 3/2/2012

“Laura Saunders on The News Hub shows how you can invest in relatively exotic assets, from cattle to condominiums, in your retirement account while shielding the proceeds from taxes – and how to avoid getting tripped up.” Photo: AFP/Getty Images

Meet leading trust companies, TPAs, #self-directed retirement pros & sponsors at educational conference in DC, Mar 27. Click to learn more and register now!


Hear the latest on regulatory & enforcement matters in D.C.


Join RITA and your peers in D.C. to hear the latest developments affecting trust companies, third party administrators and professionals serving the self-directed retirement industry. You’ll hear firsthand from the lawmakers on important matters including:

  • What Are the Most Pressing Challenges Facing Retirement Plans? Tim Keehan,, American Bankers Association
  • IRS Updates on Fees, Excise Taxes, ROBS, and Valuations
  • New Rules from the Department of Labor
  • How to Stop Fraud in Self-directed IRAs, SEC & NASAA representatives
  • And a lot more…

Learn More and Register:
Non-members, click here
Retirement Industry Trust Assn: Register Now!

Members: click here
RITA Members- click to register
Get direct access to industry experts and key decision makers at the Retirement Industry Trust Association spring conference, March 27-29th, 2012.
Click here to view the RITA 2012 | DC Conference Agenda


Save the Date: Register for the DC conference, Mar 27-29


Join us for the spring conference on March 27-29th at the Mayflower hotel in Washington, DC. We have new topics addressing critical issues affecting the self-directed retirement industry.
Sample topics include:
√ Key Developments on the Retirement Legislative and Regulatory Fronts
√ AntiFraud Measures- Regulatory Panel
√ Asset Protection through IRAs
√ How to Identify and Resolve Compliance Problems

Register for Join Us: Best Practices & Key Developments on Retirement Legislative & Regulatory Fronts in (888) 236-2427,   on Eventbrite

Click the link below to learn more and watch a brief video with Mary Mohr, Executive Director.


Tom Anderson, President, RITA w/Rich Desich, Vice President, RITA


Tom Anderson, President, RITA with Rich Desich, Vice President, RITA and Mary Mohr, Executive Director, RITA all went to Washington to meet with the DOL on September 20-22, 2011. Tom Anderson, President, RITA with Rich Desich, Vice President, RITAThey will be providing a recap of the discussions at the RITA conference in Chicago, Oct. 18-20, 2011.


Learn how to avoid potential Ponzi schemes


“You don’t want to miss this conference if you want to avoid potential Ponzi schemes and abusive practices,” Mary Mohr, the Executive Director of the Retirement Industry Trust Association, recently explained.

Register for Chicago - Thrive in the New Retirement Era!  (Members) in Chicago, IL  on Eventbrite

If you want to know the latest information on running a trust company or administration firm that handles self-directed retirement plans, sign up for the RITA Chicago conference on October 18-20.
Copy & paste this link in your browser:

One of the experts on fraud is Craig Green, a principal in McGovern and Greene, who will speak on preventative methods and strategies to detect Ponzi schemes.
William Anthony, General Counsel at the Phoenix IFBO Fund LLC, will discuss how to use commodity pools and hedge funds in IRAs.  This is one of the hottest new alternative assets being purchased in self-directed retirement plans.
Be sure to sign up before September 10th to get the early bird discount and book your rooms at the reduced rate at the beautiful Dana Hotel and Spa in downtown Chicago.
Click to learn more & register!