Upper Merion Township Non-Uniformed Pension Plan – Montgomery County – Reduced Period Engagement – Period Ended December 31, 2024

An audit of the Upper Merion Township Non-Uniformed Pension Plan was conducted to ensure compliance with state laws and regulations.  While the plan was generally compliant, a finding revealed that a restated plan document was not formally adopted via ordinance or resolution, risking inconsistent benefits. Officials acknowledged the issue, agreeing with the recommendation to adopt the document properly. Overall, the audit affirmed compliance with state requirements, except for the noted finding. This is an automated summary. Please rely on the contents included in the released audit report.