Jaime Raskulinecz, CEO of Next Generation Trust Company, has published an article on her firm's website inviting independent, fee-based financial advisors to work with her company to enable clients to diversify their retirement portfolios with a broad array of alternative assets through self-direction. The article addresses recent shifts in the retirement plan industry, including an executive order in 2025 by President Trump allowing alternative assets in employer-sponsored defined contribution plans at the discretion of plan fiduciaries. This has prompted several brokerage firms, such as the Charles Schwab Corp., to permit some alternative assets in 401(k) plans and launch proprietary platforms for cryptocurrency futures investments.
Raskulinecz noted that while brokerage firms are approving certain alternatives like cryptocurrency, many financial advisors may lack the experience or knowledge to guide clients in nontraditional investments. She emphasized that independent advisors can partner with Next Generation to help clients diversify their portfolios with a trusted resource. The firm, founded in 2004, has long invited independent advisors to collaborate on behalf of clients seeking to include alternative assets in their retirement plans.
Key benefits for advisors include expanding clients' access to real estate, precious metals, private placements, commodities, and other alternative assets allowed in self-directed IRAs and plans. Advisors also benefit from the ease of working with a full-service administrator and custodian that handles asset custody, administration, and transaction execution. Moreover, advisors can maintain valued client relationships and continue billing on assets held by Next Generation, potentially enhancing their income through expanded client investments.
“We are never in competition with financial advisors and look forward to showing more professionals how Next Generation's advisory structure enhances their practice, with the potential to boost their own revenue stream,” said Raskulinecz. The full article is available at this link. Financial professionals can learn more about this arrangement here.
Next Generation Trust Company is a custodian of self-directed retirement plans, chartered in South Dakota. Its sister firm, Next Generation Services, provides comprehensive account administration and transaction support. The neutral third-party professionals at Next Generation guide clients and their trusted advisors with personalized service for a seamless transaction experience. They also educate consumers and professionals about self-directed retirement plans and the many alternative assets these plans allow. For more information, visit www.NextGenerationTrust.com.
