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:
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.
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
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
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.
“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
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
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
Click the link below to learn more and watch a brief video with Mary Mohr, Executive Director.
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. They will be providing a recap of the discussions at the RITA conference in Chicago, Oct. 18-20, 2011.
“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.
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: http://rita-chi.eventbrite.com
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 http://rita-chi-BlogRita.eventbrite.com to learn more & register!
We’re proud to announce that Ascensus, Inc. will be a sponsor at the upcoming RITA conference.
“I found the RITA conference to be one the most informative, diverse and insightful conferences that I have ever attended. I came back armed with great information on how to better tailor our company’s solutions to this particular segment of the financial services industry. Thanks!”
Kevin Boyles, CISP, CIP
Director RPS Sales, Ascensus, Inc.
Interested in becoming a sponsor or exhibitor? Click here for more information and to download the form.