Next Generation Trust Services, Administrator of Self-Directed Retirement Plans, Ends 2012 with Continued Growth in Assets and Staff
Published on January 8, 2013
Next Generation Trust Services Reports Assets Held Nearly Tripled Since Last Year, Tara Bartley Joins Team in Support Role. Jaime Raskulinecz, founder and CEO of Next Generation Trust Services in northern New Jersey, reports that her firm is closing 2012 with assets held of nearly half a billion dollars, about three times the amount held in clients’ self-directed retirement plans this time last year.
Jaime Raskulinecz, founder and CEO of Next Generation Trust Services in northern New Jersey, reports that her firm is closing 2012 with assets held of nearly half a billion dollars, about three times the amount held in clients’ self-directed retirement accounts this time last year. To support client activity and transactions within their self-directed retirement plans, Raskulinecz has promoted several staff members or expanded their areas of responsibility recently. Earlier this month, Tara Bartley, an accounting professional from Parsippany, N.J., joined Next Generation Trust Services to support the client services team and provide administrative assistance.
Bartley, who has extensive experience developing accounting office workflow systems and performing a wide range of bookkeeping duties, supports the client services team with administrative tasks, expedites clients’ transactions as needed, and works directly with new clients to help them open new accounts. All employees at Next Generation Trust Services are cross-trained to be able to deliver a high level of customer service by expediting transactions, answering questions themselves, or directing clients to another staff member who can help.
“We provide an environment for professional growth by cross-training our employees,” said Raskulinecz, “which also enables our firm to offer superior customer service. Self-direction can sometimes be confusing to even the savviest investor, so we make sure we are there to guide our clients any time, in any way possible. Our clients don’t get lost in voice mail or get shuffled around.”
Earlier this year, Next Generation Services introduced many upgrades to its office technology and website to help manage the growing number of inquiries about self-directed retirement accounts and the accelerated account activity of current account holders, which has brought assets held by Next Generation Trust from just under $200 million to nearly $500 million in the past year. These enhancements include a Live Chat feature and online, downloadable kits that streamline various account processes for clients.
In addition to the office upgrades, two employees hired earlier this year have already expanded their roles at the company and two long-time employees were promoted into supervisory positions. The company makes every effort to promote from within where possible to ensure a depth of knowledge and continuity among the staff, and better customer service over the long term.
With self-directed retirement plans, the individual makes all his or her own investment decisions, and may invest in a diverse array of alternative assets such as real estate, precious metals, commercial paper, and much more. The accounts are administered by a neutral third-party firm such as Next Generation Trust Services, which holds the assets and manages all transactions on behalf of its clients. Next Generation Trust Services also offers free educational seminars about self-direction as a retirement strategy to investors and their advisors.