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Watkins Ross

Watkins Ross is a dedicated team of actuaries, consultants and retirement plan professionals ready to help you administer a retirement plan designed to meet your corporate objectives and help you navigate the complex world of health benefits offered to your employees. We’re proud to be serving clients since 1948 and look forward to helping more clients manage the cost and obligations associated with their employee retirement and health benefit plans.

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Employee•Owned

Two words that collectively make a large impact. Being 100% employee-owned means each employee has a personal stake in the success of Watkins Ross and the success of our clients. Proud to be employee-owned!

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Initial Required Minimum Distributions (Defined Contribution Plans)

In general, participants in a defined contribution plan are required to receive minimum distributions after turning age 70.5 if they have separated from service or are a 5% owner in the company (regardless if the owner is actively employed).

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Reducing Pension Plan Risk – Updated to Reflect IRS Notice 2019-18

In early 2019 the IRS and Treasury issued Notice 2019-18, opening up an opportunity that may allow plans to offer lump sums...

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As you know, the review of service providers was part of our Trustee obligations. The past service, expert consulting, local presence and reasonable fees offered by WR best fit the needs of our firm today compared to your local/national competitors.…just as you did 10 years or so ago.

Leadership Team, Current Client

You are like my personal 401K tutor, I really appreciate it.

Office Manager, Current Client

THANKS for all the great work you did in getting our ESOP up and running!

Founder & CEO, Current Client

Thank you for all the info this morning. You made it very easy for me and I appreciate that.

CFO, VP, Current Client

Just wanted to say “Thank You” to you and your team. What a long and detailed meeting today. But job well done!

Registered Representative, Financial Advisor

It has been a pleasure working with you these past years, you are always so accommodating, efficient and super nice.

Director, Human Resources, Current Client

You have facilitated a very smooth transition. I appreciated, very much, the regular updates throughout the conversion.

Vice President, Administration, Current Client

Thank you!!!! Thank you times infinity! I appreciate your persistence and your effort. I also appreciate your responsiveness! You're the best!

Participant, Current Client

Great! Thanks again. The whole team is always so helpful!

Human Resources Manager, Current Client

You are so amazing!!! I knew you could help me.... Thanks!

Financial Services Administrator, Business Partner