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Luke Novak

Vice President, Managing Director at Rothschild Investment Corporation and Financial Advisor

Rothschild Investment

United States, Illinois, Chicago

About Me

As a Vice President and Financial Advisor at Rothschild Investment Corporation, Luke specializes in providing defined contribution, defined benefit, and nonqualified plan advisory services to retirement plan sponsors. He helps clients manage their plans more effectively with independent advice on investments, plan design, participant engagement, vendor management, and fiduciary process. At the end of the day, Luke’s goal is to help his clients provide for the retirement success of their people. As an industry expert, Luke has written several industry white papers including such subjects as the 2020 CARES Act, the DOL’s 408(b)(2) and 404(a)(5) fee disclosure regulations, distinguishing the

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Profile Information

Vice President, Managing Director at Rothschild Investment Corporation and Financial Advisor

Rothschild Investment

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Chicago

Illinois

United States

Jul 29, 2024

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