Next Generation Trust Company Urges Independent Financial Advisors to Broaden Client Retirement Portfolios with Alternative Assets

Next Generation Trust Company, a full-service administrator and custodian of self-directed retirement plans, is reaching out to independent, fee-based financial advisors to collaborate on broadening clients' retirement portfolios with alternative assets. The initiative follows recent changes in the retirement plan industry, including an executive order in 2025 by President Trump that allows alternative assets in employer-sponsored defined contribution plans, subject to plan fiduciaries' judgment.

In a new article on the firm's website, CEO Jaime Raskulinecz addresses the evolving landscape where several brokerage firms now permit some alternative assets in 401(k) plans. Notably, Charles Schwab Corp. recently announced a proprietary platform for cryptocurrency futures investing and plans to open dozens of wealth management offices, potentially competing directly with financial advisors at the firm.

Raskulinecz notes that while brokerage firms are greenlighting certain alternatives like cryptocurrency, many financial advisors may lack experience or in-depth knowledge of nontraditional investments, leading them to turn clients away. She emphasizes that Next Generation Trust Company is not in competition with advisors and invites them to work with the firm to help clients diversify their retirement portfolios with a trusted resource.

Founded in 2004, Next Generation has long invited independent advisors to collaborate on behalf of clients interested in including alternative assets within self-directed IRAs and other retirement plans. The benefits of this partnership, as outlined by Raskulinecz, include expanding clients' access to real estate, precious metals, private placements, commodities, and many more alternative assets. 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 arrangement also presents opportunities to enhance advisor income through expanded client investments.

Financial professionals can read the full article at this link and learn more about the arrangement here. Next Generation Trust Company, chartered in South Dakota, and its sister firm Next Generation Services provide comprehensive account administration and transaction support, guiding clients and their advisors with a white-glove, personalized service for a seamless transaction experience from start to finish.