Group Retirement Services Focused on You
The Sun Life Financial Advantage
Total Member Service
Plan Sponsor Services
Products/Plans
The Sun Life Financial Advantage
At Sun Life Financial, we are dedicated to delivering the best group retirement services by facilitating peace of mind to plan sponsors and helping plan members achieve lifetime financial independence.
What does this mean to your company?
- No worry, hassle-free administration
- Increased control over fiduciary responsibility
- Competitive, leading-edge value-added benefit programs that help position our clients as employers of choice.
Sun Life Financial is the largest provider of Group pension and RRSP services in Canada, administering more than 1,800 group plans to cover 338,000 members. We have the people and the resources to provide you with the group retirement and savings program you are looking for.
Total Member Service
Communication is vital to the success of any group retirement or savings plan. Sun Life Financial works in partnership with plan sponsors to provide exceptional education and communication services for plan members.
- It all begins with enrolment meetings customized to your group retirement program and communicated by our experienced Account Executives.
- Call Centre Service ensures that your plan members have immediate access to a qualified professional for information and assistance with all aspects of their company-sponsored plan.
- From online enrolment to online termination and everything in between, our Plan Member Services website provides plan members with easy, convenient access to their group retirement plan account as well as plan details, educational information and asset allocation and retirement planning tools.
- We offer a series of financial planning, retirement planning, and estate planning seminars. Our representatives are experienced and hand-picked, based on rigorous qualification standards.
- We have formed alliances with best-in-class providers such as: T.E. Financial Consultants Ltd. for fee-only financial planning services; The Investor Learning Centre for informational seminars; and Seclon Logic, the leading provider of customized online retirement planning tools. These alliances allow us to provide a one-stop centre of excellence for our clients.
We can help provide the expertise, the tools and the education your Plan Members need to make informed investment decisions.
Sun Life Financial is dedicated to providing plan sponsors with exceptional service and support.
Internet Access for You
We recognize the importance of keeping our clients informed, which is why we developed the Plan Sponsor Services website. You can zoom in on details, look at plan demographics, download information and create customized graphs in a way that can't be replicated by paper reports.
Service Excellence
Our ISO 9002 accreditation reinforces Sun Life Financial's tradition of excellence and reflects our desire to establish superior quality standards in the industry.
By investing in leading-edge technology to continually enhance services, Sun Life Financial is committed to providing the best in customer care.
Group Retirement and Savings Plan Options
Sun Life Financial can custom-design a plan to meet the needs of any corporation. Our plans include:
- Defined Contribution Pension Plans
- Group Registered Retirement Savings Plans
- Multi-level Profit Sharing Plans
- Simplified Pension Plans
- Non-registered Savings Plans
Investment Manager
When selecting your funds, we can help. Sun Life Financial offers a diverse selection of investment funds. Plan members can take full advantage of all investment styles and market cycles. Our investment managers are chosen with care, based on a thorough review of their performance and commitment to their business.
We also offer the following innovative features:
- Automatic Contribution Spillover
- Stock Funds
- Enhanced Protection
- Group RRIF/LIF
- Prestige Pensioner Payroll Service
Talk to one of our representatives and find out how Sun Life Financial can provide you with the group retirement and savings plan your plan members need.
Eastern Canada 1-800-387-9019
Quebec 1-800-561-5910
Western Canada 1-877-266-3563