Retirement & Health Plan Services by Dedicated Actuaries, Consultants, and Retirement Plan Professionals

Our Services

Retirement Plans

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

Health Plans

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

Liz B. said:

“I have worked with Watkins Ross since 2008. Each contact I have had has been professional, efficient, and accurate. They are quick to respond and very patient to answer my questions. I depend on Watkins Ross and highly recommend them.”

Retirement Plan Services

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.

We Offer a Full Spectrum of Retirement Plan Services | Watkins Ross

401(k) Plans

403(b) Plans

457 Plans

Cash Balance Plans

Defined Benefit Plans

Employee Stock Ownership Plans

Multiemployer Plans

Non-Qualified Plans

Plan Documents

Profit Sharing Plans

We provide actuarial health plan services and calculations for state & local governments and self-insured employers.

Health Plan Services

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.

Calculation of IBNR Reserves

Other Post Employment Benefits

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.

We assist in the preparation and review of plan documents, amendments and restatements, along with the submission of plan documents to the IRS | Watkins Ross