Support and tools for small business owners

SunAdvantageā„¢ my savings is an excellent addition to your total compensation offering to your employees. You can choose one of two combinations of savings products to help your employees save.

The first combination provides a Group Registered Retirement Savings Plan (RRSP), a Deferred Profit Sharing Plan (DPSP) and a Group Tax-Free Savings Account (TFSA). The second combination provides only a Group RRSP and TFSA.

Click on one of the product combination options below to read more about introducing SunAdvantage my savings to your employees.
 

RRSP, DPSP and TFSA option RRSP and TFSA only option

 

Group RRSP, DPSP & TFSA guides, forms and resources

Introducing SunAdvantage my savings

Brochures & guides
Introductory brochure for small business owners
Introductory brochure for Employees
Presentations
Introductory presentation for Employees (webcast recording)
Introductory presentation for Employees (PowerPoint)

 

Resources

Guides
Plan administration guide for small business owners
Employee enrolment guide
Investment options/Rates of return
Plan member enrolment forms
RSP/DPSP enrolment form
Spousal RSP enrolment form
TFSA enrolment form

 

Applications & contracts

A small business employer, who wants to establish a SunAdvantage my savings plan for their employees, must review the applicable contract documents below and complete, sign and submit the application form.

Application
RSP/DPSP/TFSA application form
 
Forms
Resolution of the board of directors
Letter of undertaking
CRA form T2214
DPSP participating employer information form
Contracts
RRSP group annuity policy
| RRSP plan text
DPSP group annuity policy
| DPSP plan text
DPSP trust agreement
TFSA group annuity policy | TFSA plan text
RRSP/DPSP/TFSA service and fee agreement

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Group RRSP & TFSA guides, forms and resources

Introducing SunAdvantage my savings

Brochures & guides
Introductory brochure for small business owners
Introductory brochure for Employees
Presentations
Introductory presentation for Employees (webcast recording)
Introductory presentation for Employees (PowerPoint)

 

Resources

Guides
Plan administration guide for small business owners
Employee enrolment guide
Investment options/Rates of return
Plan member enrolment forms
RSP/Spousal RSP enrolment form
TFSA enrolment form

 

Applications & contracts

A small business employer, who wants to establish a SunAdvantage my savings plan for their employees, must review the applicable contract documents below and complete, sign and submit the application form.

Application
RSP/TFSA application form
Contracts
RRSP group annuity policy
| RRSP plan text
TFSA group annuity policy | TFSA plan text
RRSP/TFSA service and fee agreement

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Sign in

For secure self-service any time, visit:

Plan Sponsors: sunlife.ca/sponsor
Plan Members: mysunlife.ca
Plan Advisor: sunlife.ca/plan advisor

Questions?

Please contact us at 1-800-387-7262
or email SCC@sunlife.com.

For Quebec plans, contact us at 1-855-362-3086
or email SmallBusinessSavings@sunlife.com.