Local Financial Advisor Joins the Ranks of Retirement Plan Provider’s Exclusive Practice Management Program
Chicago, Illinois—March 1, 2021 – Rothschild Investment Corporation is pleased to announce that Luke Novak has been named an Elite Advisor in Ascensus’ Elite Advisor program for 2021. The Elite Advisor program is an exclusive experience that rewards financial advisors for continuing to choose Ascensus as a retirement services provider for their clients.
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 Luke Novak’s achievement as an outstanding financial advisor with a higher level of service, attention, and opportunity.
“As an Executive Elite advisor, my clients will have dedicated access to Ascensus’ award-winning retirement plan service team,” states Luke Novak, Vice President. “I’m proud to be recognized by an organization that helps millions of Americans make the dream of a stress-free retirement a reality, and I 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 superior individual
and institutional wealth management.
