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(800) 773-7100

Our Mission

City National's mission is to provide the ultimate banking experience for successful entrepreneurs and professionals through an uncommon dedication to extraordinary service, proactive advice and total financial solutions.

Online Plan Sponsor Services FAQs

  1. What types of information or functions are available for our plan?
  2. What information or functions are available at the Plan level?
  3. What information or functions are available for each employee/participant of our plan?
  4. How do I run reports for our entire plan?
  5. Where do I find plan totals by investment?
  6. Why doesn't the participant's balance or investment elections show as being in an allocation model - they show in the individual funds?
  7. Why are IDA balances different between Plan Sponsor Services and Online Portfolio Review?

Technical Questions & Answers

  1. If I have forgotten or wish to change my password, what do I do?
  2. What type of security protection does my account have over the Internet?
  3. Which web browser can I use to access my account?
  4. What web browser version do I have?
  5. How long before I get timed out of my Internet session with CNB due to inactivity?
  6. Who can I contact for technical support assistance?

 

Q.What types of information or functions are available for our plan?

A.Currently, INQUIRY only features are available and information is available for the total plan and on the participant level.

Q.What types of information or functions are available for our plan?

A.Currently, INQUIRY only features are available and information is available for the total plan and on the participant level.

Q. What information or functions are available at the Plan level?

A: The table below lists various types of information or activities at the Plan level.

Step One is always to select the plan you wish to review. Easy-to-understand prompts will guide you through each section.

First Select the "Plan Information" button, then .....
Type of Information Location/Details
Balance by Investment Option Click Choose the "Plan Balances" button.
Balance by Source of money. Example: rollover or deferrals Choose the "Plan Balances" button and Scroll down to "Source" section.
Balance of Source within each Investment option Choose the "Fund Browse" button.
Details of Transactions that have posted for a period of time Choose the "Activity History" button and you will be provided with several options to create your report. You may narrow your search or select all and see all transactions.
Summary of Plan Name and Company Name and address Choose the "Plan Summary" button.

Q. What information or functions are available for each employee/participant of our plan?

A. The table below lists various types of information or activities at the participant level.

Step One is to select the participant you wish to review. You may search for a participant by Social Security number or by name. Easy-to-understand prompts will guide you through each section.

First Select the "Plan Information" button, then .....
Type of Information Location/Details
Account Activity/History Choose the "Activity History" button and then choose the parameters of your search.
Account Activity/History - summary Choose the "Activity Summary" button and then choose the parameters of your search.
Account Balance total and Loan Balance total Choose the "Account Summary" button.
Account Balance by Investment Option and by Source Choose the "Account Balance" button.
Contribution Rate - current deduction Choose the "Contribution Rates" button.
Investment Elections - current election for future contributions and loan payments Choose the "Investment Elections" button.
Loans - detail information on loans Choose the "Loan Information" button.
Loans - list of outstanding loans Choose the "Outstanding Loans" button.
Loans - Payoff Projections Choose the "Outstanding Loans" button and then choose the "Calculate Payoff" button to the right of the loan that you are interested in.
Participant Demographics, for example date of hire and address Choose the "Participant Summary" button.
Withdrawal or New Loan amounts available Choose the "Withdrawal Amounts" button.

Q. How do I run reports for our entire plan?

A. Please proceed to Plan Information and choose the "Activity History" button for transaction history. You may query the system in total or narrow down your search filters for specifics. If you cannot create what you are looking for, your Trust Officer can assist you in running reports at the plan level.

Q. Where do I find plan totals by investment?

A. You may find the plan totals under the "Plan Information" button and then choose the "Plan Balances" button. This will provide totals by investment option and source.

Q. Why doesn't the participant's balance or investment elections show as being in an allocation model - they show in the individual funds?

A. The system currently reports information from the underlying investment options and not by a model total. Future system enhancements will include balance and investment election information for each total model.

Q. Why are IDA balances different between Plan Sponsor Services and Online Portfolio Review?

A. IDA balances are uploaded into Plan Sponsor Services on a daily basis. However, yesterday's balance is loaded today creating a balance difference between the 2 systems with pending activity.

Answers to Your Technical Questions

Q. If I have forgotten or wish to change my password, what do I do?

A. Please contact your Trust Officer to request a new password.

Q. What type of security protection does my account have over the Internet?

A. City National Bank provides its clients with private secure communications. Our client's confidential information is secure with the latest technology. We currently require a minimum 128-bit encryption.

Q. Which web browser can I use to access my account?

A. We require users to access their account using one of the latest secure browsers, such as Microsoft Internet Explorer (version 4.0 or higher) or Netscape Navigator (version 4.0 higher) with 128-bit encryption.

Q. What Web browser version do I have?

A. For Firefox and Microsoft Internet Explorer browsers, there should be a "Help" option located along the top toolbar of the browser. Click on Help and drag the mouse down to either "About Firefox..." or "About Internet Explorer..." and this will indicate which version of the software is being used.

To download one of the browsers, you may go directly to Firefox's home page located at www.firefox.com or Microsoft's Home page located at www.microsoft.com.

Q. How long before I get timed out of my Internet session with CNB due to inactivity?

A. Your Internet session will be timed out after eight (8) minutes.

Q. Who can I contact for technical support assistance?

A. You may contact your Trust Officer at (800) 660-6282.

Our hours of operation are Monday - Friday 7:30 a.m. to 4:30 p.m., Pacific time. If you need assistance before or after hours, please try contacting your Trust Officer at their direct telephone number.