Comprehensive Plan Services

Employee benefit plans require a range of capabilities that few companies possess, particularly with the need for strict compliance with the Employee Retirement Income Security Act (ERISA), tax laws and regulations to keep plans in a "qualified" status.

These challenges have prompted many companies to turn to us. We administer a wide variety of employee benefit plans, including all types of defined benefit plans, and defined contribution plans such as 401(k), profit sharing, stock bonus and employee stock ownership plans (ESOPs), as well as plans for the self-employed and trusts for non-qualified deferred compensation plans.

Relationship Management

We take a consultative, industry-specific, team approach to account servicing. Each account is assigned a dedicated trust officer supported by a team of professionals that includes members of senior management and a knowledgeable relationship manager.

Our trust officers are highly experienced and dedicated to supervising your trust with meticulous attention to detail. Every relationship manager works closely with all team members to provide value-added service and custom solutions to help our clients achieve their objectives.

Investment Management

For companies that want professional investment management for their plans, City National offers a comprehensive array of investment strategies including fixed-income, balanced and equity management.

However, if your company has an existing investment management relationship that you wish to preserve, we can act as a directed trustee for the plan. We also can work with the plan sponsor's investment committee to help manage the assets.

With more than 100 professionals dedicated to providing our clients with superior service that combines experience, technological expertise and personalized attention, we invite you to learn more about our employee benefit trustee services and the team that delivers the very best in personalized service.

Getting Started

To speak with a City National representative about our comprehensive plan services, contact us or call (800) 708-8881.