Strategic Plan

On June 22, 2021 the CalSavers Retirement Savings Board adopted a strategic plan for fiscal years 2021-2024. The strategic plan is the formal framework which the board will follow in guiding the Program through its next phase of development and growth. Read more about our mission, vision, and values in the full report:

Policies

Governing Statute

Regulations

A copy of the regulations governing the CalSavers Retirement Savings Board are included below. The text of the regulations includes amendments that took effect January 1, 2023. Regulations may also be found in the California Code of Regulations.

Regular Rulemaking (November 11, 2022)

On November 11, 2022, the Office of Administrative Law published a notice of proposed action in the notice register regarding amendments to the CalSavers regulations. The rulemaking will make permanent amendments to Sections 10000, 10001, 10002, and 10003 of Chapter 10, Title 15 of the California Code of Regulations that took effect earlier in 2022 through the emergency rulemaking process. The notice of proposed rulemaking, initial statement of reasons, and text of regulations amendments are included below:

The public comment period has begun and will conclude December 27, 2022. In order for comments to be included in the public record, they must be submitted to the CalSavers Retirement Savings Board within the comment period. Please include the name of the rulemaking “CalSavers Retirement Savings Program” in your comments.

Comments may be submitted electronically to calsavers@sto.ca.gov or mailed to:
CalSavers Retirement Savings Board
Rulemaking for the CalSavers Retirement Savings Program
P.O. Box 942809
Sacramento, CA 95814

Comments may also be delivered via courier to:
CalSavers Retirement Savings Board
Rulemaking for the CalSavers Retirement Savings Program
915 Capitol Mall, Suite 105
Sacramento, CA 95814

If you have any questions, please contact elawyer@sto.ca.gov or call (916) 653-1744.