Skip to main content

Resources at your fingertips

We've compiled these overviews and guides to help you facilitate CalSavers.

Program Disclosure Booklet

Custodial Account Agreement, Disclosure Statement, Financial Disclosure, and the Program Disclosure Booklet.

Employer Overview

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

Employer Checklist

This reference sheet provides a high-level overview of each step in the registration process.

Employee Information Template

This Excel template allows you to upload employee information to a payroll list in the Employer Portal. Once the template is complete and saved to your computer, log in to your account and upload the information.

Employee Contribution Information Template

This Excel template allows you to upload employee contribution information in the Employer Portal. Once the template is complete and saved to your computer, log in to your account, select Payroll list, enter a Pay date, and choose Begin entering contributions. Then, you’ll be given the opportunity to upload the contribution information file.

Employee Information Template Formatting Tips

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