Press Release – Next Generation Services Adds to its Team with New Sales and Business Development Specialists
Jack Malpass Joins Company as Inside Sales Rep, Scott Ritchie is Business Development Rep for Firm that Specializes in Self-Directed Retirement Plans
ROSELAND, NJ, October 17, 2019 /24-7PressRelease/ — Next Generation Services, located in Roseland, N.J., is expanding once again with two new hires. Jack Malpass is Next Generation’s newest inside sales representative and Scott Ritchie is the firm’s new business development representative. Both will work on building and strengthening the firm’s relationships with prospective clients—individuals who are interested in controlling their retirement investments through self-directed IRAs and other retirement plans—along with their trusted advisors and other referral sources.
“Since growing a cohesive operations and transactions department, we have refocused our efforts on the expansion of our sales and marketing teams,” said Jaime Raskulinecz, founder and CEO of Next Generation. “Bringing on these two seasoned sales professionals will help us drive our passion for providing top-notch information and education to individual investors and financial professionals in even greater numbers and a farther reach.”
Malpass, of Hopatcong, has worked in inside sales for a variety of companies in the NY/NJ metro area; as such, he has managed IT help desks, and has extensive experience with lead generation and nurturing, handling customer inquiries, and representing companies at trade shows. At Next Generation, he is working with potential clients to understand their investing objectives, educate them on how self-direction may help them meet those goals, and ensure a smooth client acquisition process. He will be working closely with Next Generation’s marketing team.
As business development representative, Ritchie, of Bernardsville, will put his experience as a business development director for a software company, as well as his background in real estate investment and vendor relations to work at Next Generation. He will research target markets and develop leads, represent Next Generation at industry events and trade shows, and present how self-direction works to potential clients who may not yet have a full understanding of the retirement strategy. He will be collaborating with the marketing, account management and operations teams.
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, commodities and precious metals. 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 Services, founded in 2004, provides full account administration and transaction support. In 2017, its sister firm, Next Generation Trust Company was launched; the South Dakota licensed, chartered trust company acts as custodian for all Next Generation accounts. Anyone interested in learning more about self-direction as a retirement wealth-building strategy can sign up for a complimentary educational session; or contact Next Generation by phone at 1.888.857.8058 or email at NewAccounts@NextGenerationTrust.com. More information about self-directed retirement plans and Next Generation is available at 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. 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, call toll free 1.888.857.8058 or e-mail NewAccounts@NextGenerationTrust.com.
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Contact Information
Caryn Starr-Gates
StarrGates Business Communications
Fair Lawn, NJ
US
Voice: 201-791-4694
E-Mail: Email Us Here
Next Generation Services Celebrates 15th Anniversary in the Self-Directed Retirement Industry with Networking Event
Roseland, N.J. Firm Specializes in Self-Directed Retirement Plans; Event was Attended by Staff, Sponsors and Clients
ROSELAND, NJ, October 11, 2019 /24-7PressRelease/ — In celebration of its 15th year in business, Next Generation Services, a Roseland, N.J. firm specializing in account administration of self-directed retirement plans, held a networking event at McLoone’s Boathouse in West Orange. The event, on September 26, was attended by approximately 50 people including staff, sponsors, and current and prospective clients. Next Generation Investment Group (not affiliated with Next Generation Services), an alternative investment fund that specializes in the film distribution market, sponsored the open bar. Emerald sponsors included Prawdzik Properties, a real estate investment company; Iron Edge VC, which provides members with investment access to pre-IPO companies, and Jim Clark of Clark’s Laws PC, who specializes in ERISA law.
Next Generation Services, an independently owned and operated company, was founded in 2004 by Jaime Raskulinecz (far right, back row), a long-time real estate investor, licensed real estate broker and certified property manager; she and partner Linda Varas (center of photo) are the firm’s principals. Since its founding, Next Generation Services, which provides full account administration and transaction support, has grown to over $600 million in assets under management. In 2017, its sister firm, Next Generation Trust Company was launched; the South Dakota licensed, chartered trust company acts as custodian for all Next Generation accounts.
More information about self-directed retirement plans and Next Generation is available at 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. 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 Trust Company 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, call toll free 1.888.857.8058 or e-mail NewAccounts@NextGenerationTrust.com.
Contact Information
Caryn Starr-Gates
StarrGates Business Communications
Fair Lawn, NJ
US
Voice: 201-791-4694
E-Mail: Email Us Here
Brittany Pickell of Next Generation is Featured Guest on Target Market Insights Podcast
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Marketing Director for Self-Directed Retirement Plan Specialist Shares Insights into Real Estate Investing through this Strategy
ROSELAND, NJ, May 31, 2019 /24-7PressRelease/ — Brittany Pickell, Director of Marketing and Sales for Next Generation, which specializes in self-directed retirement plans, was a featured guest in a recent episode of Casmon Capital Group’s real estate podcast, Target Market Insights. Pickell shared information for real estate investors about self-directed retirement plans and ways investors anywhere in the U.S. can include real estate investments in these plans.
“Since Casmon Capital Group specializes in optimizing apartment community investments, the Target Market Insights podcast typically provides insight on specific geographical and emerging markets for real estate investors; however, we wanted to bring a different perspective to listeners with a topic that applies to all markets,” said Pickell. Her episode, titled “What You Need to Know About Self-Directed Retirement Accounts” is available here.
“Although self-directed IRAs have been around for decades, we find that even experienced investors are not always aware of the concept or the many nontraditional investments these plans allow—including all types of real estate, which is the largest asset class typically held in these plans,” she added.
Real estate investments that can be included in a self-directed IRA include mixed-use properties, residential or commercial properties, rehabs, farm land, raw land, and industrial or warehouse properties.
What was once an exclusive investment vehicle for the very wealthy, self-directed retirement plans are now attainable by a wider pool of savvy investors who know and understand certain alternative assets, are comfortable making their own investment decisions and want to diversify their retirement portfolios.
“Including nontraditional investments in their retirement plans enable investors to hedge against stock market volatility in more creative ways,” noted Pickell.
In the podcast, Pickell explained the best practices when using a retirement account to buy and sell investment real estate, talked about the similarities and differences between self-directed IRAs and typical plans from brokerages and banks, and discussed how Health Savings Accounts (HSAs) and Coverdell Education Savings Accounts (ESAs) can also be self-directed. Next Generation Trust Company provides custodial services for its clients’ self-directed accounts and its sister firm, Next Generation Services, provides full account administration and transaction support.
Pickell speaks at many conferences and meetings and conducts educational webinars with other firms. Next Generation’s goal during these events is to educate investors and financial professionals on self-direction as a retirement strategy and the many options available through self-direction. Last spring, Pickell appeared twice on the financial services video platform, Asset TV, to talk about women and investing and to provide an overview of self-directed retirement plans.
More information about self-directed retirement plans and Next Generation is available at www.NextGenerationTrust.com.
About Next Generation Trust Company
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. 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 Trust Company 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, call toll free 1.888.857.8058 or e-mail NewAccounts@NextGenerationTrust.com.
DISCLAIMER: Next Generation Trust Company (“NGTC”) / Next Generation Services (“NGS”) does not review the merits or legitimacy of any investment. NGTC / NGS does not endorse or recommend any companies, products, services or investments. NGTC / NGS does not provide any financial, legal or investment advice.If the services of NGTC / NGS were recommended by any third party, such persons or entities are not in any way affiliated with NGTC / NGS. All information provided is for educational purposes only. All parties are encouraged to consult with their professional advisors prior to making any investments.
About Casmon Capital Group
Casmon Capital Group is a real estate investment firm focusing on apartment communities with value-add opportunities. It seeks out structurally solid, underperforming properties in proven markets, then implements a plan to optimize operations and increase cash flow. Its offerings are designed to outperform traditional investment vehicles and create alternative, turnkey solutions for qualified individuals. It is headed by co-founder John Casmon. More information is at www.casmoncapital.com.
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Next Generation to Sponsor 2019 Next Gen Summit, Which Focuses on Millennial Entrepreneurs
Custodian and Administrator of Self-Directed IRAs will Provide Education to Startups and Entrepreneurs on How to Leverage Those Plans as Funding Source
ROSELAND, NJ, April 12, 2019 /24-7PressRelease/ — Next Generation, which specializes in self-directed retirement plans, has announced an upcoming sponsorship with Next Gen—a global entrepreneurial community and online resource for millennial entrepreneurs. The company will sponsor the 2019 Next Gen Summit, held from June 7-9 in New York City. The event, which draws thousands of participants from around the world, offers access to the resources, mentorship, knowledge, and network entrepreneurs need to succeed.
As a Next Gen Summit sponsor, Next Generation will provide education to startup founders and entrepreneurs about how to leverage investors’ self-directed IRAs as a funding source for their businesses. Self-directed retirement plans can hold an array of non-publicly traded assets such as private equity, unsecured and secured loans, real estate, limited partnerships and many others. Self-directed investors can also build a more diverse retirement portfolio with the nontraditional investments these tax-advantaged plans allow. Next Gen Summit attendees will have an opportunity to meet with members of the Next Generation team and learn more about this unique wealth building strategy.
“The concept of self-directed retirement plans is still not widely known or understood, even by some of the most experienced investors,” explains Brittany Pickell, Next Generation’s Director of Marketing and Sales. “Education on self-directing is the key to ensuring success. Whether using your account to make alternative investments, or marketing investment in your business to SDIRA account holders, the value of tapping into this network is immeasurable.”
What was once an exclusive investment vehicle for the very wealthy, self-directed retirement plans are now attainable by a more comprehensive pool of savvy investors who know and understand certain alternative assets, and are comfortable making their own investment decisions.
About Next Generation Trust Company
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. 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 Trust Company 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, call toll free 1.888.857.8058 or e-mail NewAccounts@NextGenerationTrust.com.
DISCLAIMER: Next Generation Trust Company (“NGTC”) / Next Generation Services (“NGS”) does not review the merits or legitimacy of any investment. NGTC / NGS does not endorse or recommend any companies, products, services or investments. NGTC / NGS does not provide any financial, legal or investment advice.
If the services of NGTC / NGS were recommended by any third party, such persons or entities are not in any way affiliated with NGTC / NGS. All information provided is for educational purposes only. All parties are encouraged to consult with their professional advisors prior to making any investments.
About Next Gen
Next Gen is the premier business hub that cultivates the knowledge, resources, and mentorship to empower the world’s greatest entrepreneurs, energizing them to create and grow meaningful businesses. Learn more and apply to attend Next Gen Summit 2019 at ngsummit.com.
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“Whether using your account to make alternative investments, or marketing investment in your business to self-directed IRA account holders, the value of tapping into this network is immeasurable.”
[/et_pb_testimonial]
Contact Information
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call toll free 1.888.857.8058
e-mail NewAccounts@NextGenerationTrust.com.
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Jaime Raskulinecz- Winner of CEO Report’s 2018 Mid-Atlantic Women’s Leadership Awards
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August 23, 2018 — CEO Report is pleased to announce the 2018 Mid-Atlantic Women’s Leadership Award winners. The Women’s Leadership Awards program honors CEOs and Executives who are moving their companies and communities forward. They are being recognized not only for their professional accomplishments, but also for their contributions within their community. The women selected are trailblazers in business and truly stand out for being passionate about philanthropy and inspiring up and coming leaders.
“This year’s Mid-Atlantic Women’s Leadership Awards winners have made outstanding impact, both professionally and philanthropically. The 50 women selected have built successful businesses, grown their companies and organizations, and dedicated their time and energy to improving their community and causes important to them. We’re honored to recognize them and their accomplishments,” says James McDonald, President and CEO of CEO Report.
This year’s winners will come together to celebrate at a high-energy awards gala on the evening of October 10, 2018 at the Down Town Club in Philadelphia. For ticket information, contact Erin Thomson, Mid-Atlantic Market Director at ethomson@ceoreport.com, (267) 538-1027.
Erica Figueiredo Joins Next Generation Services
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Erica Figueiredo Joins Next Generation Services in Marketing and Sales Support, Bringing Expertise in Content and Inbound Marketing to Administrator of Self-Directed Retirement Plans
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Figueiredo Holds HubSpot Academy Certifications in Email Marketing, Content Marketing, Inbound Marketing, and Social Media Marketing; Will Enhance Outreach Campaigns for Roseland, N.J. Firm
NEWARK, NJ, August 21, 2018 /24-7PressRelease/ — Erica Figueiredo of Berkeley Heights, N.J. has joined Next Generation Services as a Marketing and Sales Support Associate. She will report to Brittany Pickell, Director of Marketing and Sales at the Roseland, N.J. firm, which specializes in self-directed retirement plans. Among her responsibilities at Next Generation, Figueiredo will create and implement lead generation campaigns, write marketing content, and coordinate logistics for trade shows, events and presentations.
She is trained in HubSpot and SalesForce—two leading marketing and sales applications—and holds HubSpot Academy certifications in email marketing, content marketing, inbound marketing, and social media marketing. Prior to joining Next Generation, Figueiredo was an Inbound Marketing Specialist who wrote, managed and optimized a wide range of digital marketing assets, worked on lead generation and optimized marketing automation for a benefits company; she was also a Marketing Associate at a media company, creating content, assisting with email and social media campaign creation, and supporting staff during virtual events and trade shows. She has a B.A. in Communication Studies from Kean University.
“I’m looking forward to putting my skills in content marketing and marketing automation to great use at Next Generation Services,” said Figueiredo. “I love the challenge of understanding what different audiences want from a product or service and finding ways to deliver the messaging that gets them to click or call for more information.”
Next Generation Services provides full account administration for self-directed retirement plans; its sister company, Next Generation Trust Company, serves as the custodian for the assets within clients’ plans. Self-direction allows for a broad array of nontraditional investments, including real estate, precious metals, notes and private equity. The company holds webinars for investors, real estate professionals, and financial advisors on various aspects of self-direction as a retirement strategy, and is a frequent exhibitor at major trade shows in the financial services and real estate industries.
“Erica brings a valuable skill set and bank of knowledge in the latest marketing techniques that will help us better identify, reach and communicate to our target audience,” said Pickell. “Her expertise will also provide needed support to our team as we continue to develop more educational webinars and presentations about self-direction.”
For more information about self-directed retirement plans, visit www.NextGenerationTrust.com, or contact Next Generation at Info@NextGenerationTrust.com or 1.888.857.8058.
About Next Generation
Next Generation Services provides comprehensive account administration and transaction support for self-directed retirement plans. Next Generation’s neutral, third-party professionals expertly guide clients and their trusted advisors as part of their white glove, personalized service for a seamless transaction experience from start to finish. Its sister company, Next Generation Trust Company, a trust company chartered in South Dakota, acts as custodian for these self-directed retirement plans. For more information on self-directing a retirement plan, visit www.NextGenerationTrust.com, call toll free 1.888.857.8058 or e-mail NewAccounts@NextGenerationTrust.com.
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Brittany Pickell of Next Generation Services Shares Insights on Self-Directed Retirement Plans on Asset TV
For the original version on PRWeb visit: https://www.prweb.com/releases/2018/07/prweb15636583.htm
July 20, 2018 3:13am
Director of Marketing and Sales for Roseland, N.J. Firm Discusses Building Retirement Wealth through Alternative Assets and the Company’s Approach to Working with Female Investors
ROSELAND, N.J. (PRWEB) July 20, 2018
Brittany Pickell of Next Generation Services in Roseland, N.J. was interviewed twice in June on the financial services video platform, Asset TV, in segments on self-direction as a retirement wealth-building strategy. The outlet, for financial professionals and investors, provides informational and educational resources on a variety of financial topics and news. Financial advisors, CPAs, retirement services providers, lenders, investors and others who are members of Asset TV can access the content provided on its Akademia continuing education channel and earn CEUs.
In the June 12 interview on Akademia, Pickell provided an overview of self-directed retirement plans and the alternative assets these plans allow, discussed the importance of working with a plan administrator and asset custodian, and shared how Next Generation supports its clients.
“We appreciated the opportunity to share our message with the Asset TV community and spread the word about self-directed retirement plans,” said Pickell. “Through conversations like these, we hope to positively impact retirement planning for investors everywhere by focusing on education and awareness.”
Pickell also appeared on Asset TV’s Alpha Female segment, for women in finance, in which she talked about working for a women-owned business, the individuals best suited to self-direct their retirement investments, and the importance of having confidence to make smart investment decisions. Next Generation was founded in 2004 by CEO Jaime Raskulinecz.
Next Generation Services provides full account administration for self-directed retirement plans; its sister company, Next Generation Trust Company, serves as the custodian for the assets within clients’ plans. Self-direction allows for a broad array of nontraditional investments, including real estate, precious metals, notes and private equity. The company will participate in a self-directed IRA master class on Asset TV on August 15.
Both interviews are available on Next Generation’s YouTube channel at http://bit.ly/NextGenYouTube. For more information about self-directed retirement plans, visit http://www.NextGenerationTrust.com or contact Next Generation at Info(at)NextGenerationTrust.com or 1.888.857.8058.
About Next Generation
Next Generation Services provides comprehensive account administration and transaction support for self-directed retirement plans. Next Generation’s neutral, third-party professionals expertly guide clients and their trusted advisors as part of their white glove, personalized service for a seamless transaction experience from start to finish. Its sister company, Next Generation Trust Company, a trust company chartered in South Dakota, acts as custodian for these self-directed retirement plans. For more information on self-directing a retirement plan, visit http://www.NextGenerationTrust.com, call toll free 1.888.857.8058 or e-mail NewAccounts@NextGenerationTrust.com.
In the June 12 interview on Akademia, Pickell provides an overview of self-directed retirement plans and the alternative assets these plans allow, discussed the importance of working with a plan administrator and asset custodian, and shared how Next Generation supports its clients.
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Moving Up on the IRA Expertise Ladder: Kyle Schickram is Now a Certified IRA Services Professional
Next Generation Services is proud to announce that effective June 1, 2018, Kyle Schickram has earned the designation of Certified IRA Services Professional (CISP) from the American Banking Association (ABA). Kyle, who has served as a transaction specialist, was also promoted to assistant transaction manager in recognition of his hard work and accomplishments.
In addition to reviewing all transaction-related documents and handling client inquiries regarding self-directed investments, Kyle will now take on more responsibility for supervising and training staff members, serve as lead on special projects and special accounts, and assist Bill Wittler, transaction manager, in the overall management of the transaction department.
Kyle joined Next Generation in 2014 and has worked hard to help our clients get their transaction documentation fully vetted, and is always so helpful when clients call in with questions about self-directed investing in general, or about a specific type of alternative asset. Although he had already met the criterion set by the ABA of a minimum of four years of dedicated IRA operational or technical expertise, and could qualify for CISP based on that alone, he opted to take the association’s 12-week course; complete all the weekly quizzes, discussion questions and reading; and sit for the final exam, which comprises 150 questions covering:
- Employer plans – SEP and SIMPLE
- IRA documentation and maintenance requirements
- IRA contributions
- Retirement plan portability
- IRA distributions
- IRA fees and investments
- Retirement planning considerations
As Kyle will tell you, there is a lot that goes into making sure all paperwork is in order that that every transaction is done correctly, according to IRS investing guidelines and other criteria. This credential is a testament to Kyle’s hard work and the expertise he has gained as a valuable part of the transaction process for our clients; we are all very proud of this accomplishment.
As a further testament to his expertise, Kyle is also a certified self-directed IRA professional (SDIP), a designation he earned from the Retirement Industry Trade Association (RITA) in early 2016. Please join all of us at Next Generation in congratulating Kyle Schickram, SDIP, CISP for a job well done!
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Published in Forbes
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Our CEO, Jaime Raskulinecz, recently published an article entitled “Is An SDIRA Right For You? Five Things You Should Know.” If you’re a beginner and on the fence about whether to open an account, start here. You can also follow her on Forbes to get updates as we continue to publish more content.