Retirement Industry Trust Association [RITA] Reveals Latest Rules & News to Financial Professionals in DC, March 21-23, 2016

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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.

Retirement Industry Trust Association

Retirement Industry Trust Association

“IRAs often are opened with rollovers from employer-sponsored plans, and survey results find that households research the rollover decision and indicate that top reasons for rolling over include to have more investment options and consolidate assets.”

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.

Panel discussions will feature legislative and congressional updates from Mark Iwry, Senior Advisor to the Secretary & Deputy Assistant Secretary, (Retirement & Health Policy), Department of the Treasury: Aharon Friedman, Tax Counsel, Committee on Ways & Means, and invited speakers from the Senate Finance Committee. Expert, Sara Hanks, CEO, Crowd Check Inc., will present Crowdfunding news, challenges and opportunities.    

Participants will also receive the latest research on IRA's including: asset allocation, trends & rollover rules with Sarah Holden, Ph.D., Senior Director of Retirement Research, Investment Company Institute. “With more than $7 trillion in assets, IRAs are a key component of U.S. households’ retirement savings,” notes Sarah Holden, Senior Director, Retirement and Investor Research from the Investment Company Institute. “IRAs often are opened with rollovers from employer-sponsored plans, and survey results find that households research the rollover decision and indicate that top reasons for rolling over include to have more investment options and consolidate assets.” Holden will share research that provides insights into IRA investors’ rollover, investment, and withdrawal decisions.

Financial professionals that specialize in the retirement plan industry are highly encouraged to attend this important educational conference. Outstanding networking opportunities are a prime benefit as frequently mentioned from prior attendees. Participants will view new technologies, software solutions and cash management choices introduced by industry sponsors including: Innovest Systems, Ascensus, Cason Swinn & Dean Elyacoubi, Merrill Lynch Wealth Management, UBS Financial Services, Accutech Systems and others.

Registration is available online at http://www.ritaus.org/upcoming-events. Early bird pricing ends February 26, 2016.

View video from RITA member and attendee, Aaron Norris, https://youtu.be/l5ekAxmDYvo

About Retirement Industry Trust Association (RITA)
RITA is non-profit association of regulated banks, trust companies and industry-related professionals and serves as the voice of the self-directed IRA industry. As the leading innovator and contributor of retirement services industry knowledge and “best practices”, RITA enables its members to provide the highest levels of retirement account and alternative asset administration and custody services.

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Mary Mohr

Robyn Levin
R. Levin Marketing Group
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