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 management, White Oak Advisors has established itself as a trusted provider of consulting services to plan sponsors. By joining SRP, they aim to address the need for greater bench depth in certain service areas and work within a collaborative 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 focus is on helping clients optimize their retirement plans to align with corporate strategies and improve participant and plan sponsor outcomes.
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