Employee Benefit Plan Audit Case Studies

Email Perkins & Co




Thank you for contacting us! Someone will be with you shortly.

EBP Case Study: Local Automobile Dealership

Posted

We discovered that the company wasn’t administering their participant loans in accordance with their plan document. This would have made them subject to penalties and tax assessments so Perkins & Co helped them work with their administrator to correct the deficiency and adjust their procedures going forward.

Read More ›

EBP Case Study: Health Insurance Plans

Posted

We worked with this client in their first plan year. The company had been working with a third party administrator that didn’t provide them correct, complete, or timely information. Our team identified and pointed out this deficiency, corrected the problems, and completed the reporting long before the federal deadline. The client was relieved to have…

Read More ›