Introducing new email alerts to increase member engagement

December 8, 2014

We are pleased to announce that starting in December members will begin receiving new email alerts that will provide timely, relevant and useful reminders about the actions members are taking on mysunlife.ca and through the Customer Care Centre.

The alerts include messages when:

  • Asset allocation tool:
  • A member has started the Asset allocation tool but has not completed it in the past 12 months
  • A member has completed the Asset allocation tool but they should review and update their information (this will be a one-time alert that will be distributed in December);
  • Retirement Planner
  • A member has started the Retirement Planner but has not completed it in the past 12 months
  • A member has started the Retirement Planner but has not completed it in the past 14 days.
  • A member has completed the Retirement Planner but they should review and update their information (this was a one-time alert that was distributed on December 7);
  • A member has completed a request to move their money to different funds within their workplace plan; and
  • A member has completed a request to reset their password or retrieve their Access ID and password.

How this benefits plan members
The alerts will build awareness about their workplace plan and encourage members to access mysunlife.ca to use the online educational resources and manage their account. For those members who have access to the Retirement Planner and the Asset allocation tool, the alerts will encourage them to use these important financial planning tools.

Similar to the emails that notify members when their statements are available, these emails may include additional information about relevant additional products and services that are based on the permissions provided by sponsors and by individual plan members.

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