
Digital Toolkit
This digital toolkit is designed to help you share information about CalSavers by connecting you with resources you can use for your social media accounts, web content, newsletters, and any other methods you might use to help spread the word.
Hosting an event? We have a multilingual outreach team fluent in English, Spanish, Mandarin, and Cantonese available for presentations, tabling, and more. For any requests, please contact our Outreach & Marketing Manager Jonathan Herrera at JHerrera@sto.ca.gov.

1. Sample Web Content & Newsletters
- General (Short | Standard)
(Short Spanish | Standard Spanish) - Employer (Short | Standard)
(Short Spanish | Standard Spanish) - Saver (Short | Standard)
(Short Spanish | Standard Spanish) - Newsletter (Employer | Employee)
(Employer Spanish | Employee Spanish) - COVID Message (Spanish)
2. Public Webinars
For a full list of our upcoming public webinars, please visit our events page. To cohost a dedicated webinar with us for your members/constituents, please email:jherrera@sto.ca.gov.
3. Handouts
To request hard copies of these materials, please email: CalSavers@sto.ca.gov
- General Overview (English | Spanish)
- Employer Overview (English | Spanish | Chinese | Filipino | Vietnamese | Korean)
- Saver Overview (English | Spanish | Chinese | Filipino | Vietnamese | Korean)
4. CalSavers Social Media Accounts
5. Image Bank
- Employer Testimonials
- CalSavers is now open
- Employer registration is now open
- Participating Employers
- Stock photos
- September 2020 Deadline
- Stock photos with text
6. Logos
- CalSavers
- CalSavers Retirement Savings Program
- Tree
7. Videos
- Triple E Trucking Testimonial – Employers
- Triple E Trucking Testimonial – Savers
- EME Plating Testimonial (ENG Subs | ESP Subs)
- EME Plating Testimonial - Wesley (ENG Subs | ESP Subs)
- EME Plating Testimonial - John (ENG Subs | ESP Subs)
- EME Plating Testimonial - Ricardo (ESP | ESP Subs)
- EME Plating Testimonial - Ricardo 2 (ESP Subs)
- EME Plating Testimonial - Mobile App (ENG Subs | ESP Subs)
- Help Your Employees Save
- CalSavers | Employers Can Register Today (English/Spanish)
- Facilitating CalSavers is easy (English/Spanish)
- A few basic tasks (English/Spanish)
- A few basic tasks explained (English/Spanish)
- No employer fees and no fiduciary liability (English/Spanish)
- Employers can register for CalSavers at any time (English/Spanish)
- Start the registration process today (English/Spanish)
- CalSavers | Your Money. Your Future. (English/Spanish)
8. Talking Points & Statistics
Talking Point: Too many Californians are unprepared for retirement.
Statistic: Nearly 1/2 of Californians are on track for significant economic hardship in retirement. (Source)
Talking Point: Without an easy way to save for retirement, most simply won’t.
Statistic: 7.5 million Californians lack a way to save for retirement at work. (Source)
Talking Point: Evidence shows access makes a difference.
Statistic: People are 15x more likely to save for retirement if they can do it at work. (Source)
Talking Point: Retirement insecurity impacts all Californians and disproportionately impacts people of color.
Statistic: 2/3rds of CA workers w/out access are people of color and ½ are Latino. (Source)
Talking Point: Saving for retirement when you’re young can make a big difference in the future, but most young people are not saving.
Statistic: 2/3rds of working Millennials have nothing saved for retirement. (Source)
9. Links
- Home page: bit.ly/CalSaver
- Employer page: bit.ly/CalSaverER
- Saver page: bit.ly/CalSaverSav
- Calculator: bit.ly/CalSaverCalc
- Contact Us: bit.ly/CalSaverContact
- Supporters: bit.ly/CSSupporters
- FAQs: http://bit.ly/CalSaverFAQ
10. Data
11. Select Media Coverage
- Why the ‘statewide IRA’ could be a way to lessen the racial retirement gap (Yahoo! Money | July 17, 2020)
- CalSavers Helps Oakland Coffee Shop Employees Brew Retirement Funds (Small Business Majority | April 15, 2020)
- State Efforts Could Help Alleviate Effects of Volatility in Economy Roiled by Coronavirus (The Pew Charitable Trusts | April 2, 2020)
- Fresh off court victory, CalSavers setting to launch into eye of hurricane coronavirus (BenefitsPro | March 18, 2020)
- PD Editorial: Giving everyone a chance to save for retirement (The Press Democrat | March 14, 2020)
- Many small businesses don't offer retirement plans. Some states are trying to fix that. (Barron’s | January 31, 2020)
- New programs aim to help the 55 million Americans without workplace retirement savings plans (CNBC | January 30, 2020)
- Bright rays of hope for 50 million-plus (Pensions & Investments | December 23, 2019)
- Innovating for equity: Anti-poverty nudges in California (Harvard Kennedy School Data-Smart City Solutions | November 19, 2019)
- Las deudas y la falta de ahorros crean una crisis de jubilación en California (La Opinión | November 14, 2019)
- New state programs, like California's, make it easier for workers to save for retirement (CNBC | August 4, 2019)
- Worried about retiring? California will help save you money (Los Angeles Times | July 1, 2019)
12. Background
- Bio for Board Chair, State Treasurer Fiona Ma
- Board Members
- History
- Board Chair, State Treasurer Fiona Ma (Official Portrait)
- Board Chair, State Treasurer Fiona Ma (2nd Portrait - Red)
- Board Chair, State Treasurer Fiona Ma (3rd Portrait - Blue)