403(b) & 457 Plans

THE WATKINS ROSS ADVANTAGE

Watkins Ross was founded in 1948 and is a 100% ESOP-owned company. We partner with our clients and business associates to clearly define the objectives of the firm and the employees to assist in designing a retirement plan that meets these goals. In other words, we work with you to develop the right plan to meet your needs.

Certain defined contribution plans are only available to certain types of employers such as 501(c)(3) tax-exempt employers, school systems, hospitals, and governmental employers. Our expert team consults on retirement plan designs, administration and consulting for both 403(B) and 457 plans. We are skilled at educating our clients and communicating the regulations in a way that is understandable, allowing our clients to focus on the success of their businesses.

ADDITIONAL QUESTIONS

Our Company Brochure provides an overview of the services we offer. If you have additional questions, please contact Sheila Freund at sfreund@watkinsross.com.