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 guided support. With guided support, you’ll meet with a member of our Client Services team to learn about the program requirements and deadlines for completing each simple facilitation step. During these virtual sessions, we’ll show you exactly what to do and help you complete actions in real time.
Guided Support Specifics
There are four topic sessions you can attend as part of the guided support program. Most employers will start with Introduction to CalSavers, but you can register for any event topic at any time. Before each session, our Client Services team will contact you with log-in information and instructions for items to prepare and bring to that webinar so they can help you complete that step during the event. Be on the lookout for these emails.
Let’s get started!
You’ll start by attending Introduction to CalSavers. Click on the language link below to access the schedule. 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 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.