- Products & Services
- Knowledge Base
Our team of professionals have all demonstrated their expertise around matters of compliance and the operational knowledge regarding self-directed retirement plans and nontraditional investments
ROSELAND, NJ, February 27, 2020 /24-7PressRelease/ -- Six members of Next Generation Services, a third-party administrator of self-directed retirement plans, have recently earned their Self-Directed IRA Professional (SDIP) designations from the Retirement Industry Trust Association (RITA). They are founder and CEO, Jaime Raskulinecz; DeAnna Cook, vice president of operations; Brittany Melville, director of marketing and sales; Emma Olson and Francesca Agnello, account representatives; and Trusha Shah, transaction processor.
According to the conferring organization, the RITA Certified SDIP designation signifies that an individual working in the self-directed IRA industry has attained comprehensive training in the following areas: IRA alternative investments such as promissory notes, real estate, LLCs, precious metals, and private stock; prohibited transactions, UBTI, anti-fraud measures and disclosures; and expertise in IRA documentation, reporting requirements, eligibility and contribution requirements, IRA portability and distributions.
"Our team of professionals have all demonstrated their expertise around matters of compliance and the operational knowledge regarding self-directed retirement plans and the nontraditional investments these plans allow," said Raskulinecz. "That expertise is displayed every day through our commitment to client education about self-directed IRAs and the guidance we provide about alternative assets within these plans."
Among the requirements to earn the SDIP designation, candidates must have a minimum of two years of dedicated IRA operational and technical expertise, attended the three-day RITA IRA Institute program, and passed the RITA IRA Fundamentals Test. Two other Next Generation employees, transaction manager Bill Wittler and assistant transaction manager Kyle Schickram, hold SDIP as well as CISP (Certified IRA Services Professional) designations. For more information, visit www.NextGenerationTrust.com.
About Next Generation
Founded on the philosophy that every person should have control over their own retirement plans, Next Generation Trust Company educates consumers and professionals about self-directed retirement plans and nontraditional investments, a strategy at one time reserved only for the very wealthy.
Self-directed retirement plans allow for a broad array of alternative assets to be included in them, with the same tax advantages as typical retirement plans offered by banks and brokerage houses. Among those assets are real estate, private equity, unsecured and secured loans, precious metals and more. As self-directed investors, account owners make all their own investment decisions and conduct their due diligence on the nontraditional investments they wish to include, in order to build a more diverse retirement portfolio.
Next Generation Trust Company, a custodian of self-directed retirement plans, is a trust company chartered in South Dakota. Its sister firm, Next Generation Services provides comprehensive account administration and transaction support with Next Generation Trust Company acting as custodian for all accounts. The neutral third-party professionals at Next Generation expertly guide clients and their trusted advisors as part of their white glove, personalized service for a seamless transaction experience from start to finish. For more information on self-directing a retirement plan, visit www.NextGenerationTrust.com. Alternatively, you can reach Next Generation directly via phone at 888.857.8058 or via e-mail at NewAccounts@NextGenerationTrust.com.
# # #