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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.

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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!