Policies

Strategic Plan

On June 25, 2018 the California Secure Choice Retirement Savings Investment Board adopted a strategic plan for fiscal years 2018-2021. The strategic plan is the formal articulation of the Board’s purpose and plan for the launch and administration of the CalSavers Retirement Savings Program. Read more about our mission, vision, and values below:

Governing Statute

Regulations

The California Secure Choice Retirement Savings Investment Board adopted regulations to implement, interpret, and make specific the rules, policies, and procedures for the CalSavers Retirement Savings Program. The Board adopted the regulations using the emergency rulemaking process and will begin the regular rulemaking process to make the regulations permanent in early-2019. The final text of the regulations is included below:

Regulations Development

CalSavers staff invited public input during the development of the proposed regulations by working with a group of key stakeholders, policy experts, and the Board beginning in the Summer of 2017. CalSavers invited written public comments and held two public workshops on an early draft of the regulations in early December 2017.