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In addition to comprehensive 401(k) plan services, City National Bank offers a full range of employee benefit program services .
City National Bank can serve as trustee and custodian for traditional employee benefit plans using outside recordkeepers and investment managers.
For large company retirement plans, City National Bank can act as a single custodian for plans using multiple asset managers and outside recordkeepers.
City National Bank can provide customized investment management strategies for non-participant directed retirement plans.
City National Bank can also serve as trustee where City National Rochdale, LLC is the investment manager.
Investment strategies can be targeted for specific return targets and upcoming cash flow needs (i.e. those surrounding distributions.)
For additional information on how we can help with your organization’s retirement services needs, please call us at (800) 356-0576.
City National Rochdale, LLC is a Registered Investment Advisor and wholly owned subsidiary of City National Bank.