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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 benefit and health plans. We serve approximately 700 clients including one-person professional service corporations, multi-employer plans, and group health plans covering thousands of plan participants.

Watkins Ross was established in 1948. Our corporate office is located in Grand Rapids, MI with satellite offices in Wisconsin and New Orleans. We serve clients nationwide.

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 >>