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Retirement Plan Services

Meet the needs of your organization with industry-specific, customizable retirement plan soluions.

Exceptional Investment Flexibility and Responsive Services

What sets City National apart is our consultative, industry-specific approach that allows us to customize solutions to help ensure your plan objectives are met. We can select specific components and services from our broad offerings to best fit the needs of your organization and employees.

A Broad Range of Plan Offerings

We administer a wide variety of employee benefit plans, including all types of defined benefit plans, and defined contribution plans such as:

  • 401(k) Plans
  • Profit Sharing
  • Stock Bonus
  • Employee Stock Ownership Plan (ESOP)

City National also offers Plans for the self-employed and trusts for non-qualified deferred compensation plans. Our plans are distinguished by exceptional investment flexibility, responsive service and reliable systems.

The Support to Keep Your Plan Running Smoothly

Our trust officers are seasoned experts in plan structure, ERISA, tax laws and accounting. Your dedicated trust officer maintains a personalized level of service with your administrator and supervises your plan’s trust with meticulous attention to detail.

Getting Started

To learn more, call us at (800) 356-0576.


Turbocharge Your Retirement Savings with Cash Balance Plans

A Cash Balance Plan is a form of defined benefit plan for wealthy entrepreneurs and small businesses that allows for a greater contribution limit than 401(k) or Profit Sharing Plans.

Employee Retention Strategies for Keeping Your Talent

To minimize the chances of losing your best and brightest, consider these five strategies to make employees feel valued and boost their loyalty.


Is Your Business Resilient?

With proper planning and preparation, you can take steps to ensure your business remains resilient should calamity strike.