Great Valley Advisor Group
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Join us on Thursday, March 27th @ 11am ET for this month’s Operations Town Hall! This session will focus on fee-based 401(k) and Pontera procedures. Drew Nemeth will be joined by Alexandra Mayeaux from the Compensation team. Together, they will walk through the required forms, as well as compensation processing and payouts. The first half of the call will focus on fee-based 401k and the second half, Pontera.
Please reach out to kquinn@greatvalleyadvisors.com if you have any questions.