Jared Lopez of Next Generation Trust Services Earns Designation as Certified IRA Services Professional (CISP)
Published on July 30, 2014
Sales and Marketing Coordinator for Administrator of Self-Directed Retirement Plans is Now a Member of Institute of Certified Bankers, Will Enhance Company’s Client Education.
Jared Lopez, sales and marketing coordinator for Next Generation Trust Services in Roseland, N.J., has received the prestigious Certified IRA Services Professional (CISP) designation. The certification is administered by the American Bankers Association and makes Lopez a member of its subsidiary, the Institute of Certified Bankers. Becoming a CISP indicates he has met specific standards of experience, ethics, knowledge and performance in the IRA industry.
Lopez, who had previously been the firm’s new accounts manager, said, “It feels great to be recognized for my dedication to the industry. Earning the CISP helps me contribute to Next Generation’s reputation for leadership in the field of self-directed retirement services. I am the first point of contact for clients and prospective clients so it is important that they are confident that they are talking to a knowledgeable source regarding the most updated IRA information.”
He is the second employee of Next Generation to complete the demanding requirements of the CISP. The first was Operations Manager Matthew Zidow, who said, “I’m proud of Jared, and I’m even more excited about our expanded ability to bring value to our customers. This field is constantly changing and it takes tremendous dedication to stay on top of the newest trends and regulations.”
CISP candidates must pass a rigorous exam that covers all types of retirement plans and related subjects such as establishing and administering these accounts, distribution requirements, sales support and customer service, and federal laws and regulations relating to IRAs. Details are at https://www.aba.com.
Next Generation Trust Services provides full account administration and transaction support for self-directed retirement plans. Account holders make all their own investment decisions, and may invest in a broad array of both traditional and nontraditional assets such as real estate, commodities, precious metals, commercial paper, and much more. Next Generation executes the transactions and holds the assets, files all the mandatory reports, administers all paperwork, and answers any questions customers have about self-direction as a retirement strategy.
As the company’s sales and marketing coordinator, Lopez creates and coordinates all of Next Generation’s educational seminars, social media activity and webinars for investment firms, real estate groups and financial advisors. He also manages the company’s efforts to develop relationships with prospective clients, real estate professionals, investment and financial advisors, and attorneys.
“I’m excited to be a part of such a dynamic team,” said Lopez. “The focus on continuous improvement here only makes us better.”
The company’s website, https://NextGenerationTrust.com, has online tools for investors seeking to open a new account.or more information about self-directed retirement plans, visit the website or contact Next Generation Trust Services at Info(at)NextGenerationTrust(dot)com or (888) 857-8058.
About Next Generation Trust Services
Next Generation Trust Services (NGTS), headquartered in Roseland, New Jersey, is a professional third-party administrator of self-directed retirement plans. NGTS provides education, administrative support, and account maintenance to individuals interested in self-directing their retirement portfolios with a wide variety of investments that are not typically found in an IRA, such as real estate, precious metals, notes and mortgages, private placements, accounts receivables, limited partnerships, hedge funds, and much more. Next Generation Trust Services serves clients globally via its website, https://www.NextGenerationTrust.com. For more information on self-directing a retirement plan, call 973-533-1880, 888-857-8058 (toll free), or e-mail Info(at)NextGenerationTrust(dot)com.