Jaime Raskulinecz, CEO of Next Generation Trust Company, has published an article on the firm's website encouraging independent, fee-based financial advisors to collaborate with her company to help clients diversify retirement portfolios through self-directed plans that include alternative assets. The article responds to 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 based on plan fiduciaries' judgment. This has led brokerage firms like Charles Schwab Corp. to permit some alternative assets in 401(k) plans and launch platforms for cryptocurrency futures, potentially competing with independent advisors.
Raskulinecz notes that while some brokerage firms are greenlighting alternatives, many financial advisors may lack experience with nontraditional investments and could turn clients away. She positions Next Generation as a trusted resource for advisors to expand clients' access to real estate, precious metals, private placements, commodities, and other alternative assets allowed in self-directed IRAs. The firm emphasizes the ease of working with a full-service administrator and custodian that handles asset custody, administration, and transaction execution, allowing advisors to maintain client relationships and continue billing on assets held by Next Generation.
By partnering with Next Generation, advisors can enhance their income through expanded client investments. Raskulinecz states, "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." The full article is available at https://shorturl.at/QoiaP, and financial professionals can learn more about this arrangement here.
Next Generation Trust Company, founded in 2004, is a chartered custodian of self-directed retirement plans based in South Dakota. Its sister firm, Next Generation Services, provides account administration and transaction support. The company offers white glove, personalized service to guide clients and their advisors through a seamless transaction experience, while educating them about self-directed retirement plans and the alternative assets these plans allow.
