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Glossary

CalSavers

Definition

CalSavers is California's state-run retirement savings program, which employers without their own retirement plan must register for so their employees are automatically enrolled in Roth IRAs funded by payroll deduction.

The mandate now reaches employers with even one eligible employee. Employers who neither offer a plan nor register face state penalties per eligible employee. Employees are auto-enrolled at a default contribution rate into a Roth IRA (with an opt-out), which means CalSavers accounts carry Roth IRA income and contribution limits.

Why it matters in practice

For employers, CalSavers is one way to satisfy the mandate — but not the only one; a 401(k) or similar plan also satisfies it, with higher limits, employer matching, and potential tax credits. For employees, the auto-enrollment default is a start, though the default rate alone is rarely enough to fund a retirement. See our CalSavers hub for employers for deadlines, penalties, and alternatives.

Related terms: Roth IRA · 401(k) · Plan Sponsor · SIMPLE IRA · SEP IRA

Glossary definitions are educational and general. They are not investment, legal or tax advice, individual circumstances vary, and simplified definitions necessarily omit edge cases. Figures, limits and rules cited change over time — confirm current rules before acting. Aduna Capital LLC is a California DFPI-registered investment adviser (CRD #311270). Aduna Capital LLC is not affiliated with, endorsed by, or sponsored by CalSavers, the California State Treasurer's Office, CalPERS, CalSTRS, or any other retirement system, employer or school district named on this page.