This printable reference outlines the program, benefits for employees, and registration timelines.
This brochure provides an overview about the program and the standard saving choices.
Use this template communication to inform your employees that your company is facilitating CalSavers.
The Program Disclosure Booklet describes the Program, including important information about the investments, fees, risks and features associated with the Program.
The Employee Information Packet (EIP) summarizes program information for participants.
Eligible businesses must register their company with CalSavers by mandated deadlines.
Employee Information must be added within 30 days of registering your company and each time you add new employees to your organization.
Ensure that the payroll deduction line item is in your payroll system and review the contribution amount your employee has selected.
Send employee payroll deductions to CalSavers so that the amount can be applied to their retirement savings account. You will complete this step each pay period.
Many employers rely on payroll vendors or payroll software to help them with their company activities.
Members of your operations team - such as an Office Manager, HR manager, Payroll Specialist or Bookkeeper- can be added to the Employer Portal to assist you with managing CalSavers.
