Employees Have Met all Qualifications as Self-Directed IRA Professionals from the Retirement Industry Trust Association
ROSELAND, NJ, March 24, 2023 /24-7PressRelease/ — Jaime Raskulinecz, founder and CEO of Next Generation Services, LLC, has announced that all team members directly involved with client services, marketing, sales and operations have earned the designation of self-directed IRA professional (SDIP) from the Retirement Industry Trust Association (RITA).
The SDIP certification program is for professionals who exhibit dedicated technical, operational and compliance-oriented expertise regarding self-directed IRAs. According to the RITA website, the certified SDIP designation signifies that an individual working in the self-directed IRA industry has attained comprehensive training in IRA alternative investments, UBTI, anti-fraud measures and disclosures, IRA documentation, reporting, eligibility and contribution requirements, IRA portability and distributions.
Next Generation provides comprehensive account administration and asset custody for its clients who self-direct their retirement portfolios. Self-direction allows investors to include many alternative assets—such as real estate, precious metals, private equity funding, and royalties—within their plans.
“Given our dedication to client service, we all recognize the importance of being knowledgeable about all aspects of self-directed retirement plans,” said Raskulinecz. “The demonstrated expertise of our team is applied every day in how we administer our clients’ accounts, and provide client education.”
Staff members of Next Generation earned the certified SDIP designation as follows:
• Jaime Raskulinecz, Founder & CEO, January 2020
• Karen Jung, Director of Finance, March 2020
• Kyle Schickram, Operations Manager, January 2016
• Bill Wittler, Transactions Manager, May 2016
• Emma Olson, Client Service Supervisor, January 2020
• Jack Malpass, Business Development Specialist, May 2021
• Lisa DeSimone, Client Service Associate, July 2022
• Erica Figueiredo, Marketing Specialist, June 2022
Criteria for SDIP designation
Candidates for the SDIP designation must have a minimum of two years of dedicated IRA operational and technical expertise, after which they attend the RITA IRA Advanced Institute and pass the RITA IRA Advanced Institute exam. Additionally, candidates must either pass the RITA IRA Fundamentals test or have a CISP (Certified IRA Service Professional) designation, which is administered by the American Bankers Association; Schickram and Wittler both have CISP designations as well.
Successful SDIP candidates also require a letter of recommendation attesting to their professional qualifications and experience in the field. SDIP designees must maintain their certification via continuing education on an annual basis.
About Next Generation Services, LLC
Founded on the philosophy that every person should have control over their retirement plans, Next Generation educates consumers and professionals about self-directed retirement plans and nontraditional investments, a strategy at one time reserved only for the very wealthy. Next Generation Services provides comprehensive account administration and transaction support, and its sister company, Next Generation Trust Company, acts as custodian for all accounts. The neutral third-party professionals at Next Generation expertly guide clients and their trusted advisors as part of their white glove, personalized service for a seamless transaction experience from start to finish. For more information, visit www.NextGenerationTrust.com, or contact Next Generation at 888.857.8058 or [email protected].
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