Get the support you need, when you need it.
We know running a business takes a significant amount of focus, time and energy. That’s why we offer the Guided Support program. With Guided Support, you’ll meet with a member of our Client Services team to learn about the program requirements and deadlines for completing your simple facilitation steps. During these virtual (webinar) sessions, we’ll show you exactly what to do and help you complete actions in real time.
Guided Support Specifics
There are four sessions that you can attend as part of the Guided Support program. You can sign up for a specific webinar topic at any time, but if you still want to learn more before registering, we suggest you sign up for Introduction to CalSavers. After attending a session and completing the required activity, you'll be pre-registered for the next step. Before each session, our Client Services team will contact you with log-in information and instructions for items to prepare for that webinar. Be on the lookout for these emails.
Let’s get started!
You’ll start your journey by attending Introduction to CalSavers. We have plenty of dates to choose from.
Introduction to CalSavers
In this session, we’ll provide you with a complete overview of the program including why CalSavers was created, a summary of what your employees will experience and detailed explanations of employer responsibilities and deadlines.
Getting Started with CalSavers:
Registering Your Company
This session will cover how to register your company with CalSavers and introduce you to future facilitation activities. During the session, employers are encouraged to register in real time with guidance from the service team.
Getting Your Employees Started:
Adding Employee Information to CalSavers
This session will show you how to add your employee information in our employer portal. This is an important step because after you add the information, your employees’ will be invited to access their new IRA account or opt out if they prefer not to participate. Employers will be encouraged to upload their employee roster during the session and receive guidance and support from the service team.