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.
TIAA (TIAA.org) is a unique financial partner. With an award-winning track record for consistent investment performance, TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. TIAA has $854 billion in assets under management (as of 12/31/2015) and offers a wide range of financial solutions, including investing, banking, advice and guidance, and retirement services.
For 131 years, professionalism, hard work and commitment to our clients have fueled our growth. Our people are the driving force behind our firm. In 2009, the Indiana Chamber of Commerce named our company the 2nd Best Place to Work in Indiana.
Since our start, we've been independent. This allows us to respond to our clients and their service needs without internal bureaucracy or external shareholder pressures. An unrelenting commitment to superior client service fosters continuous improvements in our products and services.
The Archdiocese of Indianapolis covers central and southern Indiana and is called to faith and salvation in Jesus Christ in the Roman Catholic tradition. We strive to live the Gospel by:
- Worshiping God in word and sacrament
- Learning, teaching, and sharing our faith
- Serving human needs
We commit ourselves to generosity and to the responsible use of our spiritual and material resources.
The Archdiocese is responsible for 133 parishes, 69 schools and six charitable agencies in 39 counties within Indiana. We employ 5,000 employees of whom 2,800 are full-time. These employees are supported by five full-time employees in Human Resources operating within a centralized benefits administration system. Until 2008 we offered a traditional defined benefit retirement plan along with a supplemental 403(b) program. As budgets and demographics within the Diocese changed, a shift to a defined contribution program occurred. To meet this shift, the current 403(b) plan required re-organization and a strategic approach as to its position within the Diocese. Ed Isakson, Director of Human Resources, will speak to how the Diocese met this challenge & re-organized the 403(b) program using Behavioral Finance concepts.