We know running a business takes a significant amount of focus, time and energy.
With guided support, you’ll meet with a member of our Client Services team to learn about the program support requirements and deadlines and how TPG will complete each facilitation step. During these sessions, TPG will walk you through how and when we will complete each task regarding CalSavers compliance.
How can our Program Administrator help you?
- Meet your deadlines
- Step-by-step instructions
- Personalized support
Schedule a Session with a TPG CalSavers Specialist!
CalSavers Specialist Session Details
- Introduction to CalSavers
In this session, we’ll provide you with a complete overview of the program including why CalSavers was created, a summary of what your employees will experience and detailed explanations of employer responsibilities and deadlines.
- Getting Your Employees Started: Adding Employee Information to CalSavers
This session will show you how TPG will build in your employee roster with CalSavers, and how we will continually update this information within your CalSavers employee portal. This is an important step because after you add the information, your employees’ will be invited to access their new IRA account or opt out if they prefer not to participate.
- Getting Started with CalSavers: Registering Your Company
This session will cover how TPG will register your company with CalSavers and introduce you to the future facilitation activities TPG will follow in order to remain compliant. During the session, employers are encouraged to register in real time with guidance from the service team.
- Submitting Payroll Contributions
This session will provide you with an overview of the various ways you can submit employee payroll contributions each pay period.
Features and Benefits
Step 1
- Employers must register with CalSavers if they don’t offer an employer-sponsored retirement plan and have five or more employees in California.
- Employers who already offer a workplace retirement plan or have fewer than five.
- California employees are exempt from facilitating CalSavers.
Step 2
- TPG will need your CalSavers access code found in your welcome notification, or we can request one and have it emailed to you.
- The access code will be sent to the individual listed as the business owner with the California Employment Development Department (EDD).
Step 3
- Within 30 days of registration, TPG will upload your employee roster of eligible employees so that CalSavers can contact them to either customize their account and make savings elections, or notify them of what actions to take if they opt out of the program.
Step 4
- With the first pay date that occurs 30 days after you upload your employee information, you will need to send your first contributions for participating employees.
- Information can be entered either manually by using an online form or in bulk using the Employee Contribution Information Template.
- Contributions must be sent within 7 days of taking the money out of your employees’ paychecks.
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CA License #OH31766
