Gerald L. Ray & Associates, Ltd. offers a simple and cost-effective solution for small to mid-size companies looking to improve their current 401(k) plan. Our program is designed to provide a low cost, investor friendly retirement plan that focuses on service and performance. Our basic plan offers five models built with exchange traded funds and allows participants access to our expert portfolio managers.

We seek to improve your company’s current 401(k) plan by ensuring increased employee participation and contributions. We will also provide continuing investor education to all plan participants to ensure each participant’s financial goals are consistent with their investment strategy. This program is best suited for company 401(k) plans with current plan assets under $20 million.*

For more information about Gerald L. Ray & Associates, Ltd. 401(k) services, please contact us.

* Consideration is given to plans over $20 million, where more specialized service will be needed.