Employee Benefit Plan Audit Case Studies

EBP Case Study: Local Automobile Dealership

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…

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EBP Case Study: Health Insurance Plans

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…

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