James D. Robison

White Oak Advisors

robinson040e23White Oak Advisors is a boutique retirement plan consulting and advisory firm. The firm fulfills its plan services on a fee-for-service or annual retainer basis. Many of White Oak’s clients are in the not-for-profit arena and in the fields of healthcare, manufacturing, construction, and professional services. White Oak’s consultants are able to provide comprehensive services and custom solutions to their clients regardless of plan type. White Oak Advisors was named one of 401kWire’s “Top 30 Advisory Firms” for 2010 and a “Top 60 Firm” for 2011. PLANADVISER magazine also named White Oak a “Top 100 Retirement Plan Adviser” for 2012. A principal and co-founder of the firm, Jim Robison has 20+ years in the retirement plan consulting and advisory business.

(317) 218-1562
Indianapolis, IN
Client Plans: 76
Participants: 140,000