Skip to main content

3474900-GSSFRP-SFRP_CalSavers_PI_Email_Promotion_BANNER_DESKTOP_FINAL3474900-GSSFRP-SFRP_CalSavers_PI_Email_Promotion_BANNER_MOBILE_FINAL

CalSavers Retirement Savings Program
2026 Payroll Integrations Promotion Campaign

Official Campaign Rules

 

NO PURCHASE NECESSARY. A PURCHASE OR PAYMENT OF ANY KIND WILL NOT INCREASE YOUR CHANCES OF RECEIVING AN INCENTIVE. VOID WHERE PROHIBITED BY LAW.

FREE TRIAL OFFER: Eligible employers who enroll by the applicable deadline will receive a free trial of the Payroll Integrations, Inc. service through December 31, 2026.

IMPORTANT: Unless you cancel before the trial ends, your free trial will automatically convert to a paid monthly subscription, and recurring fees will begin in January 2027 based on the number of active employees making contributions. You may cancel at any time by calling CalSavers at (855) 650-6916, Monday through Friday, 8 a.m.-8 p.m. PT.

These Official Campaign Rules (“Rules”) are for the 2026 Payroll Integrations Promotion Campaign (the “Campaign”).

  1. Eligibility. Participation is open only to employers participating in the CalSavers Retirement Savings Program (“CalSavers” or the “Program”) who do not currently use an available payroll integrations option (Payroll Integrations, Inc., TJH Payroll, or Paychex) to run the program, and employers required to register with the Program by December 31, 2026 per the 2026 mandate.
  2. How to Participate. Eligible employers who complete an online enrollment for Payroll Integrations, Inc. during the specified time will receive a free trial of Payroll Integrations, Inc. Promotion is available only for (1) current employers who are running CalSavers but not currently connecting their program to CalSavers with a payroll integrations option and (2) newly mandated employers who must register and run CalSavers as part of the Wave 2026 mandate. Current employers who run CalSavers must sign up for Payroll Integrations, Inc. by July 31, 2026, to receive the free trial of Payroll Integrations, Inc. This free trial will end December 31, 2026. Newly mandated employers with a mandate of December 31, 2026, must both register for CalSavers and sign up for Payroll Integrations by October 31, 2026, to receive the free trial of Payroll Integrations, Inc. This free trial will end December 31, 2026
    When the employer signs up with Payroll Integrations, Inc., ADP RUN, Workforce Now, and Workforce Now NextGen will require a coupon code. For other providers, there is no coupon needed, Payroll Integrations, Inc, will apply the discount through 12/31 on the back end after signing up.
    RUN: CalSavers26Run
    WFN: CalSavers26WFN
    WFN NG: CalSavers26NG
    No mechanically reproduced, illegible, incomplete, forged or altered entries will be accepted. CalSavers is not responsible for late, lost, misdirected, incomplete, illegible, damaged, or incorrect entries.
  3. Payroll Integrations, Inc. Payroll Integrations Inc. is a third-party company that securely connects CalSavers with a wide range of payroll providers through a 360° integration for a monthly fee. The fee for this service is based on the number of active employees making contributions as seen in the chart below. Picture1.png
    Not all payroll providers are available for connection with CalSavers through Payroll Integrations, Inc. Once an employer completes setup with Payroll Integrations, Inc., the employer will be re-routed to their CalSavers dashboard. The employer should see a "Connected" badge. **After the free trial is over, unless the employer requests to discontinue with the Payroll Integrations, Inc. service, fees will be charged starting January 2027 to the employer based on the number of active employees making contributions. To discontinue a connection with Payroll Integrations, contact CalSavers at (855) 650 – 6916, Monday through Friday, 8 a.m. - 8 p.m. PT.**
  4. Miscellaneous and Conditions of Participation. This Campaign is void outside the state of California and where prohibited or restricted by law, and is subject to all applicable federal, state, and local laws and regulations. Except where prohibited by law, all issues concerning the construction, validity and enforcement of these Rules, or the rights and obligations of the employer and the Program, shall be construed and governed by the laws of the state of California without regard to conflicts of law. All suits or claims brought in connection with the Campaign must be brought in a state or federal court in the state of California. Taxes and fees, if any, are the sole responsibility of the Incentive recipient(s). By participating in the Campaign, employers fully and unconditionally agree to be bound by these Rules and the decisions of the Program, which will be final and binding on all matters relating to this Campaign, and warrant that they are eligible to participate in this Campaign. The Program reserves the right to disqualify any participating employer if these Rules are not followed, and to change, alter, or amend these Rules or to alter, modify, suspend, or terminate the Campaign, as necessary, in its sole discretion, to ensure the fair administration of the Campaign or to comply with applicable law. The Campaign is not a recommendation to invest in the Program.
  5. Release. Each employer agrees, except where prohibited by law, to release and discharge, hold harmless and indemnify the Program, its employees, agents and representatives, officers and directors and their immediate families, successors and assigns, and all others associated with the development and execution of this Campaign, from any and all tax liability that may be imposed or associated with receipt or use of the Incentive, and from and against any and all claims, actions, proceedings, and liability for any damages, expenses, fees, injury or losses sustained in connection with the receipt, ownership, use or misuse of the Incentive or while traveling to, preparing for, or participating in any Campaign-related activity.
  6. Publicity. Except where prohibited by law, by entering the Campaign, employers grant to CalSavers the right to publicize the entrant’s name, photograph, image, likeness, voice, statements, and biographical information in all manner and media, worldwide, in perpetuity, for advertising, trade, and promotion purposes without compensation and without opportunity for review.
  7. Limitations of Liability. The Program, its employees, agents and representatives, officers and directors and their immediate families, successors and assigns, and all others associated with the development and execution of this Campaign shall have no responsibility or liability for (i) any incorrect or inaccurate information, whether caused by participants, printing errors, or by any of the equipment or programming associated with or utilized in the Campaign; (ii) technical failures of any kind, including, but not limited to, malfunctions, interruptions or disconnections in telephone lines or network hardware or software; (iii) unauthorized human intervention in the administration of the Campaign; (iv) technical or human error which may occur in the administration of the Campaign; or (v) failed, incomplete, garbled, jumbled, corrupted or delayed computer transmissions which may limit an individual’s ability to participate in the Campaign, including any injury or damage to employer’s or any other person’s computer relating to or resulting from participating in the Campaign or downloading any materials related to the Campaign.
  8. Employer Information. Information collected from employers will be maintained by the Program and its representatives in accordance with applicable federal and state consumer privacy laws, rules and regulations.
  9. Copy of Rules. For a copy of these Rules, send your request and a self-addressed envelope to the address listed below.
  10. Sponsor. CalSavers Retirement Savings Program, 95 Wells Avenue, Suite 155, Newton, MA 02459.

The CalSavers Retirement Savings Program (“CalSavers” or the “Program”) is an automatic enrollment payroll deduction IRA overseen by the CalSavers Retirement Savings Board (“Board”). Ascensus College Savings Recordkeeping Services, LLC (“ACSR”) is the program administrator. ACSR and its affiliates are responsible for day-to-day program operations. Participants saving through CalSavers beneficially own and have control over their IRAs, as provided in the Program Disclosure Booklet available at saver.calsavers.com. CalSavers is not sponsored by the employer, and therefore the employer is not responsible for the Program or liable as a Program sponsor. Employers are not permitted to endorse the Program or encourage or advise employees on whether to participate, how much (if any) to contribute or provide investment help.

CalSavers offers investment options selected by the Board. For more information on CalSavers’ investment options go to saver.calsavers.com. Account balances in CalSavers will vary with market conditions. Investments in CalSavers are not guaranteed or insured by the Board, the State of California, the Federal Deposit Insurance Corporation, or any other organization.

CalSavers is a completely voluntary retirement program. Savers may opt out at any time or reduce or increase the amount of payroll contributions. If a saver opts out they can later opt back into CalSavers.

Saving through an IRA may not be appropriate for all individuals. Employer facilitation of CalSavers should not be considered an endorsement or recommendation by a participating employer, IRAs, or the investment options offered through CalSavers. IRAs are not exclusive to CalSavers and can be obtained outside of the Program and contributed to outside of payroll deduction. Contributing to a CalSavers IRA through payroll deduction may offer some tax benefits and consequences. However, not everyone is eligible to contribute to a Roth IRA and savers should consult a tax or financial advisor if they have questions related to taxes or investments. Employers do not provide financial advice and employees should not contact an employer for financial advice. Employers should refer all questions about the Program to CalSavers. Employers are not liable for decisions employees make pursuant to Section 100034 of the California Government Code.

Learn more about payroll integrations options