White Oak Advisors, LLC, a consulting and advisory services firm based in Indianapolis, IN, has recently joined Strategic Retirement Partners (SRP), one of the leading retirement plan aggregators in the US. With over 70,000 employees and $3.5 billion in assets under their management, White Oak Advisors has established itself as a trusted partner for plan sponsors, and their collaboration with SRP allows them to address the need for greater bench depth and work within a collegial, Managing Director owned environment.
Strategic Retirement Partners (SRP) is a nationwide independent retirement plan consulting services firm that offers guidance and problem-solving solutions to employers and sponsors of retirement plans. With a team of experienced advisors and offices across the country, SRP currently consults on over 750 corporate and non-profit plans, managing assets totaling $11 billion as of December 1, 2018. Their commitment to ongoing improvement in participant and plan sponsor outcomes, along with their operational support and strong cultural alignment, sets them apart in the industry.
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