In the event that you have decided to leave your company or to retire, we can assist you in properly and quickly rolling over your 401(k) plan into an IRA Rollover account.

For employees enrolled in a self-managed 401(k) plan, Gerald L. Ray & Associates, Ltd. will provide investment management expertise, saving the participant the stress of having to manage and invest their own account.

Our portfolio managers will work with each participant to maximize their investment opportunities based on the participant’s acceptable risk levels and investment needs. For further information, please see our investment strategy page.