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.
Posted onJanuary 3, 2012|Comments Off on 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
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.
Posted onAugust 24, 2011|Comments Off on 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.
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!
Comments Off on Learn how to avoid potential Ponzi schemes