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Next Generation Trust Services Partners with Financial Services Education Company to Develop NGTS Academy for Improved Staff Training and Customer Service

Published on January 15, 2014

Administrator of Self-Directed Retirement Plans Employs Online Training through Internet-Based Digital University, a Continuing Education Resource.

Roseland, NJ (PRWEB) December 20, 2013

Next Generation Trust Services, LLC is committed to delivering superior customer service to its account holders of self-directed retirement plans. The latest avenue the plan administrator is traveling is by introducing continuing education courses and compliance training for its staff through Digital University, an Internet-based continuing education and information resource for financial professionals.

Digital University offers staff training webinars and a corporate reference library for its financial services partners such as Next Generation Trust Services, a full-service administrator of self-directed retirement plans. Jaime Raskulinecz, CEO of Next Generation, said her staff will be taking advantage of the continuing education programs to stay abreast of the latest compliance issues and other matters related to the firm’s services. To that end, Next Generation has created an in-house education program called NGTS Academy for its employees.

“Through NGTS Academy, our employees will be able to further advance their knowledge base by taking online courses and tests relating to financial services,” said Raskulinecz. “NGTS Academy will also include content we will generate in order to provide formal training on self-direction for our staff.” Course selections include training on such topics as client privacy, banking compliance relating to retirement account transactions, client service, and recognizing fraud and money laundering schemes.

As part of its customer service commitment, Next Generation’s staff members are all cross-trained internally to respond more efficiently to inquiries from potential and existing clients about self- directed retirement plans. In addition to traditional investments, self-directed plans allow for a broad range of non-publicly traded alternative assets such as real estate, precious metals, private placements, unsecured loans, and much more. Account holders direct their own retirement investments and Next Generation provides full account administration and transaction support to ensure clients are investing within IRS guidelines. This is where NGTS Academy plays a key role.

“By expanding our knowledge base internally, and producing original educational content about self-direction under the Digital University platform, Next Generation can become a more powerful resource for investors and their financial advisors or other professionals in the financial services fields,” said Raskulinecz. “Our own website, https://www.NextGenerationTrust.com serves as a reference library for our clients; as our employees’ knowledge grows, so will the information we will share on the website.”

For more information about self-direction as a retirement strategy, contact Next Generation Trust Services at Info@NextGenerationTrust.com or (888) 857-8058, or visit https://www.NextGenerationTrust.com.

About Next Generation Trust

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@NextGenerationTrust.com.


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