Talk with us:
(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.

Retirement Services

Exceptional Investment Flexibility & Responsive Service

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) Learn more »
  • 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

For additional information on how we can help with your organization’s retirement services needs, please call us at (800) 356-0576.