Tools for employees participating in the plan

As a Sun Life Financial group plan member, you have access to a range of resources that can help you achieve your retirement savings goals Below is everything you need to make your dreams come true.

Retirement savings plan enrolment guide

Guide explaining how your retirement savings plan works, including accessing the Plan Member Services website and downloading the mobile app

Notice of membership

Sample of the notice of membership you will receive once your employer enrols you in the voluntary retirement savings plan (VRSP)

Employee VRSP opt-out form

Form to be filled out if you do not wish to participate in the VRSP

Set contributions

Form to be completed if you want to set contributions to 0%

 

Simply Put

See how easy it is to start saving for your retirement!


Simply Put Setting_Retirement_Goals_FRE_Final

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