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About White Oak Advisors

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.

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Workforce Higher Education CLE

Addressing An Aging Workforce in Higher Education

06/08/2016 at 3:00 pm - 5:00 pm ET
Colleges and universities deal with many budget constraints among them an aging workforce which includes staff and tenured faculty. Faculty members continue working longer in many cases for the benefit package which includes medical coverage. This...
Rate & Regulatory Environment CLE/CPE

Fixed Income Opportunities in A Changing Rate & Regulatory Environment

04/25/2016 at 3:00 pm - 5:00 pm ET
The anticipation of rising interest rates and pending action from the Federal Reserve to curb inflationary expectations prompts retirement plan sponsors to consider the fixed income options available to participants. This webcast addresses the impact to plan sponsors and to their participants a...
Measuring Employer Cost CLE/CPE

Measuring Employer Cost of An Aging Employee Population

03/17/2016 at 3:00 pm - 5:00 pm ET
Historically, the importance of the link between participant analytics and business success metrics has been at best undervalued and, at worst, completely ignored. Now, this leading-edge approach to retirement plan management allows a plan sponsor to take a once overlooked, “lazy” or...
Pension Plan De-risking CLE/CPE

Pension Plan De-Risking 101: It’s Time to De-Risk Your Pension Plan Benefits

11/06/2015 at 3:00 pm - 5:00 pm ET
A recent paper published by the Society of Actuaries states that “Since the 2007-2008 recession, de-risking has become the most discussed topic in corporate pension risk management.” The economic environment over the last decade along with new mortality tables and rising PBGC premiums...

Ultimate Value Annual Program

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