401(k) Plan Services

Saturna Capital Corporation is there every step of the way from implementation to the annual continuing education meeting. We provide professional guidance for plan design, document preparation, plan setup, company census, employee enrollment and continuing education. All services listed below are included in the Saturna 401(k) plan.

Services	Benefits
Implementation
Prototype plan & trust agreement	Pre-approved by the Internal Revenue Service
Standardized adoption agreement	Simple, yet flexible to meet your plan needs
Summary Plan Description	Informs employees about the plan

Administration & Recordkeeping
Processing of contributions, distributions, loan, hardship withdrawals, vesting and investment selections	Simplifies plan management
Daily valuation of plan assets	Know the current value of your assets, 24/7
Annual non-discrimination and compliance testing	Helps you ensure the qualified status of your plan
Preparation of Forms 1099R and 5500	Makes tax reporting easier

Employee Online Tools, Education and Support
Online statements and account management	Know how employee accounts are doing, 24/7
Traditional plus Roth 401(k) options	Flexibility to maximize your savings
Eight no-load Saturna mutual funds	Two families of funds with several investment objectives to help you meet your investing goals
Self-directed discount brokerage accounts	Wide selection of investments to help build your future
Online tools for investment selection	Select investments that meet your needs
Dedicated toll-free phone and email support	Customer care for you

Employer Support
Online reporting, plan summary and transaction details	Bird's eye view of your plan, 24/7
Signature-ready Form 5500 for IRS reporting	Saves you time with key document preparation
Dedicated Client Relationship Manager	Ensures your current and future needs are met