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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
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