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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!

our firm

Changes to Hardship Rules

Recent regulatory changes may impact your 401(k) Plan's hardship rules. Many of these changes will become effective the first day of the plan year that begins in 2019. The most significant changes include...

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1099-R

If your plan had distributions from your retirement plan this year, you must report to the participants on a Form 1099-R. Form 1099-R is used for reporting purposes when participants file their personal tax return

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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

WATKINS ROSS

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CAREERS

We're always looking for great new additions to our team. Our staff includes actuaries, consultants and other well trained, experienced professionals who understand retirement plans. Read More

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 © Watkins Ross and all employees thereof are not engaged in the practice of rendering accounting, legal services, or other professional advice. Although care has been taken to provide accurate guidance, the preparer of this communication disclaims any implied or actual warranties as to the accuracy of any material herein and all liability with respect thereto.

IRS CIRCULAR 230 DISCLOSURE: As stated above, Watkins Ross does not provide tax advice. To the extent this communication (including attachments), mentions or discussed any tax matter, it is not intended or written to be used, and cannot be used by the recipient or any other person, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party the matter addressed herein. Any taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.

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