Next Generation Trust Services Expands Customer Service Offerings for Self-Directed Retirement Clients with Professional Resources on Website
Published on March 27, 2013
Administrator of self-directed IRAs adds directory of trusted partners, online payments, other enhanced features in response to client requests. Clients of Next Generation Trust Services, LLC, an administrator of self-directed retirement accounts, continue to enjoy improved customer service and account enrichment thanks to continuing updates to the firm’s website.
Clients of Next Generation Trust Services, LLC, an administrator of self-directed retirement accounts, continue to enjoy improved customer service and account enrichment thanks to continuing updates to the firm’s website, http://NextGenerationTrust.com. In addition to recent innovations such as online starter kits for opening traditional, Roth, and SEP IRAs, existing clients may now reach out to trusted resources through Next Generation Trust’s Professional Resources Directory.
The directory, which was launched in February, lists trusted professionals that have worked with clients of Next Generation Trust Services in the following areas: nontraditional asset appraisers, ERISA (Employee Retirement Income Security Act) attorneys, non-recourse lenders, and CPAs and financial planners. The directory is provided as a courtesy by Next Generation Trust, since the firm does not recommend or endorse any professionals.
“Our clients want as much convenience as possible; they spoke and we listened,” said Jaime Raskulinecz, founder and CEO of the firm, which specializes in comprehensive account administration and transaction support for self-directed retirement accounts. “As much as technology allows us, we will continue updating and adding to our website to enhance the customer service experience for our client.”
The Next Generation Trust website also offers a full set of downloadable forms for opening accounts and managing transactions for any type of self-directed retirement account the firm administers, and clients may pay certain fees online. The staff posts information about legislation, trends in self-directed investing, and videos and online presentations about various aspects of investing as well on the Investor Awareness Resources section of the site.
Self-direction allows for a broad array of alternative assets not allowed in typical retirement plans, such as real estate, commodities, hedge funds, loans, precious metals, and much more. Individuals make all their own investment decisions, often based on investments they might already be making outside of their existing IRA. At the Next Generation Trust office, all employees are cross-trained to be able to answer clients’ questions more efficiently and to guide them through the transaction process safely and securely. In addition, Next Generation Trust offers free educational seminars and webinars throughout the year about self-direction and alternative investments, often in partnership with trusted professionals in related fields.
“We pride ourselves on providing the best customer service, not only in the retirement industry in particular, but in the financial services industry in general,” said Raskulinecz. “Clients can always call us during regular business hours with questions or for help making their transactions if they don’t wish to use the online forms and services.”