Enhanced online reporting now available for DB pension plans

October 28, 2013

We're pleased to announce that we have made some important updates to our website to provide better reporting capabilities for your defined benefit (DB) pension plan:

  • Analyze financials reporting - you can now select a starting and ending month to produce a financial activity summary report in Microsoft Excel for that particular reporting period.


 

  • Pension payments reports - you can now access these reports online and download them into Microsoft Excel. Starting with October 2013, these monthly reports will be kept online for up to 25 months.



 

Earlier this year, we also added the the Investment performance page to the site, so you can review fund performance, historical unit values and guaranteed fund(s) rates.
 

In 2014, we are looking at other online enhancements to help you manage your DB pension plan so stay tuned.

How to access the new reports

  • Sign into sunlife.ca/sponsor and access the Investment Only Services link in the Administration and reporting section.
  • To get to the new reports, choose Analyze financials and Pension payments from the Reports drop down menu.

Questions?
Contact your Sun Life Financial Group Retirement Services representative.