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Dedicated Actuaries, Consultants
& Retirement Plan Professionals

Watkins Ross Services

Retirement Plan Services

Retirement plan services for small businesses and large corporations, complete with easy to read definitions to find the plans that best suites you.

Health Plan
Services

Actuarial health plan services and calculations for state and local government, along with self-insured employers.

Retirement Plans

Watkins Ross offers a full spectrum of retirement plan services. From the owner looking to offer their employees a stake in the business, to the group of doctors looking for a retirement plan package that allows them to save more for retirement, Watkins Ross is confident we can find a retirement plan to fit your best interests. 

401(k) 

403(b)

457

Cash
Balance

Defined Benefits

ESOP

Multi-Employer

Non-Qualifed

Profit Sharing

Plan Documents

Health Plans

State and local governments along with self-insured employers require actuarial health plan services and calculations. Whether you are a government agency providing additional health plan benefits to your retired employees or you are self-insured and must report an estimate of the unpaid portion of medical claims, Watkins Ross can provide these health plan calculations for you.

Other Post Employement Benefit (OPEB)

Calculations of Incured But Not Reported Reserves (IBNR)

Plan Documents

With You Every Step Of The Way

Plan documents are required legal agreements that detail the provisions under which your retirement plan operates. We assist in the preparation and review of plan documents, amendments and restatements, along with the submission of plan documents to the IRS for determination letters or corrections through the IRS’ Voluntary Compliance Program.