Next Generation Trust Company, a self-directed retirement plan custodian, is reaching out to independent, fee-based financial advisors to expand clients' retirement portfolios through alternative assets. In an article published on the firm's website, CEO Jaime Raskulinecz explains how advisors can work with Next Generation to enable clients to include a broad array of nontraditional investments in their retirement plans.
The article responds to recent shifts in the retirement plan industry, including a 2025 executive order by President Trump allowing alternative assets in employer-sponsored defined contribution plans at plan fiduciaries' discretion. This has prompted several brokerage firms to permit some alternative assets in 401(k) plans. In early June, Charles Schwab Corp. announced a proprietary platform for cryptocurrency futures investing and the opening of dozens of offices for wealth management and registered investment advisors—moves that will compete directly with financial advisors at the firm.
"Although brokerage firms are greenlighting some alternatives like cryptocurrency, many financial advisors may be turning clients away from nontraditional investments because they don't have experience with or in-depth knowledge of those assets. That's why we encourage independent, fee-based advisors to work with Next Generation and help their clients diversify their portfolios with a trusted resource," said Raskulinecz.
Next Generation Trust Company, founded in 2004, has long invited independent advisors to collaborate on behalf of clients seeking alternative assets within retirement plans. Key benefits for advisors include expanding clients' access to real estate, precious metals, private placements, commodities, and other assets allowed in self-directed IRAs. The firm handles asset custody, administration, and transaction execution, allowing advisors to maintain client relationships and continue billing on assets held by Next Generation. This structure also offers opportunities to enhance advisor 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.
Financial professionals can learn more about this arrangement by reading the full article at this link and exploring additional details 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.
