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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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