Offering a range of investing solutions for businesses of all sizes.

When you invest with Saturna Capital, you invest with an experienced team of professionals dedicated to helping you reach your goals.

401(k) Plans

Saturna Trust Company's 401(k) plan is comprehensive, manageable, and highly affordable – benefiting both employers (plan sponsors) and employees (plan participants).

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Cash Balance Plans

Cash Balance Plans are IRS-qualified defined benefit pension plans that can help business owners and highly compensated employees accelerate their retirement savings.

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Health Savings Accounts

If your company offers a QHDHP to employees, your company may be eligible to augment individual employee Health Savings Accounts by making contributions to them.

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A Simplified Employee Pension Plan, commonly known as a SEP-IRA, is a retirement plan specifically designed for self-employed people and small-business owners.

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Designed to make it easier for small businesses to offer a tax-advantaged retirement plan, the SIMPLE-IRA is flexible and easy to administer retirement plan for small businesses.

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Workplace Retirement and ERISA Plans

Saturna offers a variety of retirement plans 401(k) Plans, SEP-IRA, SIMPLE-IRAHealth Savings Accounts, Cash Balance Plans and a host of other services.

Ready to get started? Contact us today!

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Need help choosing a plan?

Small business owners have a number of retirement plan options to choose from. At Saturna, we believe our plans offer employers great "Value for Your Money" because of their low cost and easy operation. But choosing a plan that's right for your company isn't always easy. This handy chart details many of the advantages and differences of the most popular plans we offer. 

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Please note: Retirement accounts with Saturna's No-Load Mutual Funds and Self-Directed Brokerage IRAs are not advisory accounts; Saturna Brokerage Services does not provide investment advice. Saturna Capital provides investment advice only under specific contracts.