Local Financial Advisors Join the Ranks of Retirement Plan Provider’s Exclusive Practice Management Program
Chicago, Illinois—February 8, 2019—Rothschild Investment Corporation is pleased to announce that Bart Bonga and Luke Novak have been named Executive Elite Advisors in Ascensus’ Elite Advisor program for 2019.
Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. The firm delivers technology and expertise to help millions of people save for what matters most—retirement, education, and healthcare. Ascensus partners closely with financial advisors across the nation to ensure that business owners and their employees have the technology and guidance they need to invest for their future retirement.
“We truly value our relationships with these key partners and remain committed to giving them the attention and dedication they deserve,” states Jason Crane, head of retirement sales at Ascensus. “As a result, we want to recognize Bart Bonga and Luke Novak’s achievement as outstanding financial advisors with a higher level of service, attention, and opportunity.
“As Executive Elite advisors, our clients will have dedicated access to Ascensus’ award-winning retirement plan service team,” states Luke Novak, Vice President. “We are proud to be recognized by an organization that helps millions of Americans make the dream of a stress-free retirement a reality, and we look forward to our continued partnership in serving local small business owners, employees, and their retirement planning needs.”
For more information on the Elite Advisor program, visit ascensus.com.
About Rothschild Investment Corporation
Established in 1908, Rothschild is an employee-owned, full-spectrum, boutique firm offering individual and institutional wealth management.
