The staff at Watkins Ross knows that excellent service means satisfied clients.

Excellent service is achieved by assigning every client a team that understands its unique needs, produces accurate results, communicates effectively, and responds timely. Our relationships are characterized by an attitude of cheerfulness, openness, and integrity.

We offer a wide range of services
The staff at Watkins Ross understands retirement plans.

Our goal is to help our clients create and operate successful retirement programs, where success is defined by the client, not us.

We offer a wide range of services
The staff at Watkins Ross has broad diversity of backgrounds and experience.

Watkins Ross embraces these differences and encourages open discussions within the firm. This diversity leads to unique perspectives, which results in creative solutions to meet our clients' needs.

We offer a wide range of services
The staff at Watkins Ross is a highly valued resource.

Our staff of well trained, very experienced professionals understands retirement plans. We help our clients to establish and maintain retirement plans that work for their employees; to make sense of and comply with complex regulations; and to offer our services at fair and reasonable cost.

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Escalating PBGC Premiums

Plan sponsors of defined benefit pension plans who are subject to PBGC coverage receive an email each year from the PBGC requiring input (and payment). What’s also required is a deep breath and a strong heart. Although the purpose of the PBGC is meaningful and well-intended, it doesn’t make the escalating premiums any easier to […]

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The GreatBanc and DOL Settlement Agreement

The DOL recently reached a settlement of its lawsuit alleging violations of ERISA against GreatBanc. As part of the settlement, GreatBanc was required to enter into a “Fiduciary Process Agreement.” The agreement applies only to GreatBanc and is not a Regulation, Field Assistance Bulletin or other advice by the DOL. However, it does provide helpful […]

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