Next Generation Trust Company, a self-directed retirement plan custodian, is reaching out to independent financial advisors to help clients diversify retirement portfolios through alternative assets. CEO Jaime Raskulinecz published an article on the firm's website detailing how fee-based advisors can work with Next Generation to enable clients to include real estate, precious metals, private placements, commodities, and other nontraditional investments in their retirement plans.
The initiative follows 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 the discretion of plan fiduciaries. This has prompted some brokerage firms, such as Charles Schwab Corp., to permit certain alternatives like cryptocurrency futures in 401(k) plans and to establish wealth management offices that may compete with independent advisors.
Raskulinecz noted that while some firms are embracing alternatives, many financial advisors lack experience with these assets and may turn clients away. She emphasized that Next Generation provides a trusted resource for advisors to offer clients broader investment options without competing with them. “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,” she said.
Next Generation, founded in 2004, offers full-service administration and custody for self-directed IRAs and other plans. Advisors can maintain client relationships and continue billing on assets held by the firm. The company handles asset custody, administration, and transaction execution, easing the burden on advisors. This arrangement can also enhance advisor income through expanded client investments.
Financial professionals can read the full article at https://shorturl.at/QoiaP and learn more about the advisory structure here.
