Detailed contribution transactions report available

January 20, 2014

A new online report that provides plan sponsors with detailed plan member contribution data is now available. The Detailed contribution transactions report can be requested by pay period or deposit date. It is available to defined contribution pension plan and deferred profit sharing plan sponsors through the Sponsor Report Wizard on the Plan Sponsors Services website.  

Plan sponsors may use the Detailed contribution transactions report for contribution reconciliation and Pension Adjustment Reporting.

Questions?
Please contact your Sun Life Group Retirement Services representative.