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.
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.
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.
The Toolkit combines all the information and resources you will need to upload your employee information file to the Employer Portal.
This document provides an overview of how to submit your employee information.
Use this MS EXCEL template to upload employee information to an Employee (Payroll) List in the Employer Portal
Use these formatting tips to help ensure a successful MS EXCEL file upload.
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.
The Toolkit combines all the information and resources you will need to upload your contribution information.
This document provides an overview of how to upload your contribution information.
Use this MS EXCEL template to upload contribution information to the Employer Portal.
Use these formatting tips to help ensure a successful MS EXCEL file upload.
This document provides an overview of how to add bank information for electronic fund transfer.
Use this document for information if you will ask someone internal to your organization or a payroll provider to support your activities.