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

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.

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 closed May 3, 2021. The rulemaking file will be submitted to the Office of Administrative Law in Fall 2021. If you have any questions, please email CalSavers@sto.ca.gov or call (916) 653-1744.