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:

Governing Statute

Regulations

The CalSavers Retirement Savings Board regulations to implement, interpret, and make specific the rules, policies, and procedures for the CalSavers Retirement Savings Program are included below. Regulations may also be found in the California Code of Regulations

Emergency Rulemaking Readoption Documents (posted September 13, 2021)

The CalSavers Retirement Savings Board posted a Notice of Proposed Emergency Regulation Action September 13, 2021 regarding readoption of amendments the CalSavers Retirement Savings Program regulations. The purpose of rulemaking action is to readopt the existing program emergency regulations that extended the first program deadline from June 30, 2020 to September 30, 2020. The notice of proposed rulemaking, finding of emergency, and text of regulations amendments have been posted below:

The proposed regulations amendment will be submitted to the Office of Administrative Law (OAL) after a period of at least five working days has elapsed. The public will have the opportunity to submit formal public comments during a five-day public comment period that begins after the regulations are filed with the OAL. The Board will distribute an email message before the public comment period begins. Comments must be delivered to both OAL and the CalSavers Retirement Savings Board.

Comments to OAL may be emailed to staff@oal.ca.gov or mailed to:

  Office of Administrative Law
   Re: Emergency Rulemaking Readoption for the CalSavers Retirement Savings Program
   OAL Reference Attorney
   300 Capitol Mall, Suite 1250
   Sacramento, CA 95814

Comments to the CalSavers Retirement Savings Board may be emailed to CalSavers@sto.ca.gov or delivered to:

  CalSavers Retirement Savings Board
  Rulemaking for the CalSavers Retirement Savings Program
  915 Capitol Mall, Room 105
  Sacramento, CA 95814

Comments to the agency may also be sent by regular mail to:

  CalSavers Retirement Savings Board
  Rulemaking for the CalSavers Retirement Savings Program
  P.O. Box 942809
  Sacramento, CA 95814

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

Rulemaking Documents (posted March 19, 2021)

The CalSavers Retirement Savings Board posted a Notice of Proposed Rulemaking March 19, 2021 regarding amendments the CalSavers Retirement Savings Program regulations. The notice was published by in the Notice Register by the Office of Administrative Law on the same day. The rulemaking will make permanent amendments made to the regulations through the emergency rulemaking process in 2020. The notice of proposed rulemaking and regulations amendments have been posted below:

The public comment period has begun and will conclude Monday, May 3, 2021. In order for comments to be incorporated 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 to the CalSavers Retirement Savings Board may be emailed to CalSavers@sto.ca.gov or delivered to:

  CalSavers Retirement Savings Board
  Rulemaking for the CalSavers Retirement Savings Program
  915 Capitol Mall, Room 105
  Sacramento, CA 95814

Comments to the agency may also be sent by regular mail to:

  CalSavers Retirement Savings Board
  Rulemaking for the CalSavers Retirement Savings Program
  P.O. Box 942809
  Sacramento, CA 95814

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

Policies