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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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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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Year-End Required Minimum Distributions in Defined Contribution Plans

Failure to take your RMD could result in tax penalties, such as a 50% excise tax on the amount that was not withdrawn.

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Year-End Bonuses + Compensation in Defined Contribution Plans

When running bonuses through your payroll, be sure you know if you need to deduct employee deferrals from it.

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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