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City National Bank Retirement Savings Plan

ELIGIBILITY

Employees are eligible to enter the Plan after:

  • Attaining Age 21
  • Completing 3 months of Service

ENTRY

Employees may enter the Plan:

  • January 1 or July 1

EMPLOYEE DEFERRALS

Participants may elect to defer through payroll deductions:

  • Any amount of compensation up to the annual deferral limits
  • Increments of 1%

DEFERRAL CHANGES

Participants may change the amount of their salary deferrals:

  • At any time
  • Online or with paper form

SAFE HARBOR CONTRIBUTION

The Safe Harbor Matching Contribution, which is immediately 100% vested to you, will be:

  • $1 for $1 on the first 5% of employee deferrals

COMPANY CONTRIBUTION

Company contributions are discretionary. The company may make an additional matching contribution and at year end may make a profit sharing contribution:

  • All discretionary contributions are subject to the following Vesting Schedule
Service Years Vested %
Less than 2 0
2 20
3 40
4 60
5 80
6 100

BENEFICIARY DESIGNATION

Participants may complete a new Beneficiary Designation Form that revokes any prior:

  • At any time

INTERNET ACCESS

Participants may access their retirement account daily via the Internet:

TELEPHONE ACCESS

Participants may access their retirement account daily via the telephone at:

  • 1-866-793-0449

CONTACT NESTEGG U

Participants with questions about the Plan may contact a Customer Service Representative at:

The above considerations merely summarize the major points of the Plan. In the event of a discrepancy between these points and the Plan Document, the Plan Document will control. The Plan Document is available for review in your Corporate Office.

U for You

Tip #23 from the Dean

Dust off your library card and rent
DVD’s from the library.