Tag Archives: self-directed IRA

Navigate Alternative Assets at Upcoming Conference in DC, 2014


The next RITA conference will be held on March 24-25, 2014 in Washington, D.C. Click the link below to read the news release and learn the details of this educational conference. Register today and Save $400 with the Early Bird Rate. http://www.prweb.com/releases/RITA/DC2014/prweb11531772.htm

New topics include Bitcoin, Crowdfunding, DOL updates and Cyber Security just too name a few. Critical information for brokerage firms, trustees, custodians, accountants and valuation professionals will be presented.

“This is an opportunity to mingle with some of the nation’s top government officials responsible for policy and regulation related to retirement issues. Not to be missed by anyone in the retirement industry who wants to know the future before it happens,” according to RITA president, Tom Anderson.




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: 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!