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100% Employee-Owned

Watkins Ross

Consulting, Actuarial & Administration Firm
Providing Retirement Plan Services

COVID-19

Watkins Ross Preparedness and Response Plan

Watkins Ross takes the health and safety of our employees seriously. With the spread of COVID-19 and the need for certain employees to continue in-person work, we are committed to reducing the risk of exposure to COVID-19 on the job and to promoting healthy and safe workplace practices for all employees. Read the full Watkins Ross Preparedness and Response Plan here.

Retirement Plans

Our retirement plan team at Watkins Ross is experienced in designing and administering many types of retirement plans, including cash balance, pension, profit sharing, ESOP, and non-qualified plans. We help you understand the rules and regulations that apply to your plan to avoid errors that can result in costly penalties.

Health Plans

Our health plan team at Watkins Ross specializes in financial reporting for Other Postemployment Benefit Plans (OPEB) and Incurred but Not Reported (IBNR) reserve liabilities. We can assist you in pre-funding considerations and other cost control strategies to help you manage your retiree health plan obligations. 

You. Your Employees. Us.

Building Lasting
Relationships

Watkins Ross is a 100% employee-owned consulting, actuarial, and administration firm, providing services for employer or union-sponsored retirement benefits and health plans. 

Being employee-owned is not just a personal stake in the business; it’s the way we do business. Watkins Ross provides a foundation for every team member to actively listen to our clients, deliver diverse solutions, and provide an exceptional experience. From one-person professional services to multi-employer plans, we care about your success because, together, we value ours. 

Financial & Management

Resources

DB Calendar

Defined Benefit Compliance Calendar (PDF)

DC Calendar

Defined Contribution Compliance Calendar (PDF)

Guide

Cost of Living Plan Limitations

Checklist

Reporting & Disclosure Requirements (PDF)

View All Resources >>

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I’ve had the pleasure of working with Watkins Ross for the past several years and can’t say enough about their professionalism and service. If you are looking for a TPA that is proactive, detailed and resourceful, look no further. Make the call.

– Scott C.