We've compiled these overviews and guides to help you facilitate OregonSaves.
This printable reference outlines the program, benefits for employees, and registration timelines.
Eligibility & Rollout
This printable reference outlines employer eligibility, registration timeline, and what it means to facilitate OregonSaves.
Employer Exemption Demo
This short video shows how companies who offer an employer-sponsored retirement plan can complete their exemption online in just minutes.
A detailed guide to your roles and responsibilities as a facilitator of OregonSaves.
Employer Registration Overview Video
This short video walks you through the steps to complete your account set up after you create a username and password.
This reference sheet provides a high-level overview of each step in the registration process.
Employee Information Template
This Excel template allows you to upload employee information to a payroll list in the Employer Portal. Once the template is complete and saved to your computer, log in to your account, select My employees, and choose the I will upload information on the next page option.
Employee Contribution Information Template
This Excel template allows you to upload employee contribution information in the Employer Portal. Once the template is complete and saved to your computer, log in to your account, select Payroll list, enter a Pay date, and choose Begin entering contributions. Then, you’ll be given the opportunity to upload the contribution information file.
Employee Information Template Formatting Tips
Use these formatting tips to help ensure a successful file upload.