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Resources at your fingertips

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

Program Resources

Employer Overview

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

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

Employer Account Setup Information

This document provides a step-by-step overview of the registration and account setup processes.

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.

Template Instructions and Formatting Tips

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