White Oak Advisors was founded by tenured professionals in the fall of 2004 with the purpose of providing “top shelf” consulting and advisory services to Employers and Plan Sponsors with various types of Defined Contribution and Defined Benefit retirement plans. White Oak is a boutique retirement plan consulting and advisory services firm based in the Midwest who specializes in plan design, fiduciary committee leadership services, plan investment consulting, compliance and regulatory support services as well as provider search services.