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Employers: Register Today

If you missed your June 30, 2021 deadline, it’s not too late to register. It takes just a few minutes to get started. No employer fees, easy to facilitate. Get started today.

Program Resources

Employer Overview

This printable reference outlines the program, benefits for employees, and registration timelines.

Saver Overview Brochure

This brochure provides an overview about the program and the standard saving choices.

Communication to Your Employees

Use this template communication to inform your employees that your company is facilitating CalSavers.

Program Disclosure Booklet

The Program Disclosure Booklet describes the Program, including important information about the investments, fees, risks and features associated with the Program.

Employee Information Packet

The Employee Information Packet (EIP) summarizes program information for participants.

Account Setup Resources

Adding Employee Information

This activity must be completed within 30 days of registering your company and each time you add new employees to your organization. Note: On IOS devices this page is best viewed in Safari.

Employee Information Toolkit (.ZIP File)

The Toolkit combines all the information and resources you will need to upload your employee information file to the Employer Portal.

Instructions for Adding Employee Information 

This document provides an overview of how to submit your employee information.

Employee Information Template (MS EXCEL File)

Use this MS EXCEL template to upload employee information to an Employee (Payroll) List in the Employer Portal

Employee Information Template Formatting Tips

Use these formatting tips to help ensure a successful MS EXCEL file upload.

Submitting Contributions

You will complete this activity each payroll period after your employees are eligible to contribute to their account. Note: On IOS devices this page is best viewed in Safari.

Contribution Toolkit (.ZIP File)

The Toolkit combines all the information and resources you will need to upload your contribution information.

Instructions for Uploading Contributions 

This document provides an overview of how to upload your contribution information.

Contribution Template (MS EXCEL File)

Use this MS EXCEL template to upload contribution information to the Employer Portal. 

Tips for Formatting the Contribution Template

Use these formatting tips to help ensure a successful MS EXCEL file upload.

Adding Bank Information

This document provides an overview of how to add bank information for electronic fund transfer.

Adding Support (Working with a Delegate or Payroll Provider)

Use this document for information if you will ask someone internal to your organization or a payroll provider to support your activities.