Next Generation Trust Services’ New Online Starter Kit Makes it Easier for New Clients to Open Self-Directed Retirement Plan
Published on October 31, 2012
Administrator of Self-Directed IRAs Provides Complete “How To” Guide to Streamline the Process to Open New Account. Investors can now find everything they need to know about setting up a self-directed retirement account themselves, any time, with the online Starter Kit offered by Next Generation Trust Services, LLC, a third-party administrator of self-directed plans.
Investors can now find everything they need to know about setting up a self-directed retirement account themselves, any time, with the online Starter Kits offered by Next Generation Trust Services, LLC, a third-party administrator of self-directed plans. The Starter Kit is the latest addition to the firm’s customer service enhancements to streamline the application and transaction process for investors seeking to self-direct their retirement investments.
Next Generation Trust’s Starter Kit contains all the application documents prospective clients need to open a self-directed retirement account. An application checklist instructs clients page by page, form by form, what they need to do or fill out in order to expedite the process.
. “All the electronic forms are interactive PDFs, so clients can open them, fill them out and save them.” Raskulinecz added that the links embedded on the form are live so clients may click and get to the website to contact a company representative or get more information.
The Starter Kit also includes links to the firm’s Live Chat feature which it recently added to its website, so applicants may ask questions online about the process if necessary during regular business hours. Each branded kit includes the Next Generation Trust contact information for easy access in case of questions.
Self-directed IRAs allow for a broad array of nontraditional investments not allowed in typical IRAs, such as real estate, precious metals, hedge funds, private placements, and unsecured loans. Investors, who make all their own investment decisions, may make these alternative transactions in traditional and Roth IRAs, Health Savings Accounts, Coverdell Education Savings Accounts, SIMPLE IRAs, SEP IRAs and Solo(k) plans.
In addition to the new account forms, clients can pay new account fees, administrative fees, transaction fees, and check fees online if they desire through PayPal; there is no need to have a PayPal account to use the service. They may also sign and submit certain documents electronically through DocuSign.
“From the company’s inception, we have made superior customer service a priority,” said Raskulinecz. “Our Starter Kits are the newest stepping stone along that path.”