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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.

Employee Benefit Plans

A Wide Array of Bundled and Unbundled Services

In addition to comprehensive 401(k) plan services, City National Bank offers a full range of employee benefit program services .

Directed Employee Benefit Trust (EBT)

City National Bank can serve as trustee and custodian for traditional employee benefit plans using outside recordkeepers and investment managers.

Master Custody

For large company retirement plans, City National Bank can act as a single custodian for plans using multiple asset managers and outside recordkeepers.

Managed Employee Benefit Trust (EBT)

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.)

Getting Started

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.