Jim Robison

Managing Director, Great Lakes at Strategic Retirement Partners

With more than 25 years of experience in the retirement plan consulting and advisory industry, Jim’s responsibilities, as a Managing Director at Strategic Retirement Partners (SRP), include consulting with our clients in all aspects of their plans, including compliance, investments, fiduciary management, plan design, analytic benchmarking and provider negotiations. Prior to joining SRP, Jim co-founded White Oak Advisors, LLC in 2004 after 15+ years within the companies of Marsh & McLennan. During this time his responsibilities included consulting with clients in the development and oversight of their ERISA-based and non-ERISA based retirement plans.

Links


Org chart