Jaime Raskulinecz, CEO of Next Generation Trust Company, has published an article on her firm's website to encourage independent, fee-based financial advisors to partner with her company in enabling clients to expand their retirement portfolios to include a broad array of alternative assets through self-direction. The article, available at https://shorturl.at/QoiaP, responds to recent changes in the retirement plan industry following a 2025 executive order by President Trump allowing alternative assets in employer-sponsored defined contribution plans, based on plan fiduciaries' judgment.
This shift 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 investing in cryptocurrency futures and the opening of dozens of offices for wealth management and registered investment advisors—moves that will directly compete with financial advisors working at the firm. Raskulinecz noted, "Although brokerage firms are greenlighting some alternatives like cryptocurrency, many financial advisors may be turning clients away from nontraditional investments because they lack 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."
Since its founding in 2004, Next Generation Trust Company has invited independent advisors to collaborate on behalf of clients seeking to include alternative assets within their retirement plans. Key benefits for advisors include expanding clients' access to real estate, precious metals, private placements, commodities, and many other alternative assets allowed in self-directed IRAs and other plans. The firm provides full-service administration and custody, handling asset custody, administration, and transaction execution. Advisors can maintain valued client relationships and continue billing on assets held by Next Generation, while also enhancing their income through expanded client investments.
Raskulinecz emphasized, "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." Financial professionals can learn more about this arrangement at the provided link. Next Generation Trust Company, chartered in South Dakota, serves as a custodian of self-directed retirement plans, with its sister firm Next Generation Services providing comprehensive account administration and transaction support. The neutral third-party professionals offer white-glove, personalized service for a seamless transaction experience, and educate consumers and professionals about self-directed retirement plans and the many alternative assets these plans allow. For more information, visit www.NextGenerationTrust.com.
