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Employer Program Resources

Get the support you need every step of the way. Find account setup guides, instructional videos, webinar information, and printable materials to help you run CalSavers with confidence.

Employer reviewing CalSavers resources on a tablet
  • Account Setup Resources

    Eligibility and Exemptions

    Eligible employers must register or request a program exemption by their mandated deadline.

    Adding Employee Information

    Add employee information within 30 days of registration and add new employees within 30 days of their hire date.

    Waiting for Employee Enrollment

    During the 30-day employee decision period, help keep your employees informed that you’ve joined CalSavers and share information about the program.

    Set-up Payroll Deductions

    Set up a CalSavers payroll deduction within your payroll system and review contribution rates before payroll.

    Submitting Contributions

    Submit employee payroll contributions to CalSavers each pay period.

    Payroll Provider Integration

    Connect your payroll provider to CalSavers to help automate the process of adding employee and payroll information.

    Adding an Administrator

    Add an Office Manager, HR Manager, Payroll Specialist, Bookkeeper, or other authorized user to help manage your CalSavers account.

  • Instructional Videos

    Register/Exempt:


    Adding Employees:


    Processing Contributions:


    Payroll Integrations:

  • Webinars

    Employer Webinars:

    CalSavers Employer Overview - Live

    Attend a live webinar to learn about the CalSavers program, what employees can expect, and key employer responsibilities and deadlines.


    Saver Webinars:

    CalSavers Employee Overview - Live

    Employees can attend a live webinar to learn more about the Calsavers program and how investing over time can help them prepare for the future.

  • Printable 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 running 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.

Meet one-on-one with a representative

We offer virtual or in-person sessions with employers and employees to discuss program activities, assist with account setup, and answer questions.

First, tell us how would you like to meet with your representative.

Next, tell us which area would you like to connect with your representative.

Need additional support?

Chat with CalSavvy

Chat with CalSavvy

Get answers to questions about CalSavers, from registration to administration.

Employer FAQs

Employer FAQs

For more information about running CalSavers visit our FAQ page.