RatherBeGolfing Posted July 19, 2024 Posted July 19, 2024 This is a first for me. I'm looking at a PEP with a 12/31 PYE, but the document for one participating employer has a 6/30 PYE. Looks like the plan joined the PEP in October of 2023, so the PEP will be testing and reporting using the 12/31 PYE, but this plan is really a 6/30 PYE. I think its obvious that the document needs an amendment to align with the PEPs 12/31 PYE, but how would you address the 12/31 PEP testing and reporting, as well as the 6/30 PYE in the participating plan document?
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