Support and tools for advisors

SunAdvantage™ my savings is an excellent addition to an employer's total compensation offering. Small business owners can choose one of two combinations of savings products to help their employees save:

1) a Group Registered Retirement Savings Plan (RRSP), a Deferred Profit Sharing Plan (DPSP) and a Group Tax-Free Savings Account (TFSA); or

2) a Group RRSP and TFSA.

Click on one of the product combination options below to read more about introducing SunAdvantage my savings to a small business employer.

IMPORTANT REMINDER – Quebec: Career Sales Force (CSF) Advisors and Group Retirement Services (GRS) Representatives holding a group license with the Autorité des Marchés Financiers (AMF)

In accordance with Quebec's regulation respecting the pursuit of activities as a representative, advisors offering group annuity products or services to a client (plan sponsor) must provide a mandate setting out in writing the nature and scope of the products and services being offered to the client.

Quebec CSF Advisors / GRS Representatives please ensure each of the following have been completed prior to the SunAdvantage my savings Application being submitted:

  • Mandate provided to plan sponsor (retain copy in client file)
  • Needs analysis (product comparison, if applicable, provided to plan sponsor (retain copy in client file)

Note: Procedures and templates related to the ‘mandate' are available on the

  • ABC website for CSF Advisors
  • Resource Centre for Quebec GRS Representatives

 

Group RRSP, DPSP & TFSA guides, forms and resources

Information for advisors

Introducing my savings for advisors
my savings advisor brochure
Sun Life Financial's Group savings products
Advisor quick reference guide

 

Resources for your small business client

Prospecting & introduction tools
Prospecting letter to sponsors

Competitive edge
Presentations
Presentation for advisors to sponsors

Presentation for sponsors to employees (PowerPoint)
Introductory presentation for Employees (webcast recording)

Brochures & guides
Sponsor introductory brochure

Sponsor administration guide

 

 

Information for employees of small business clients

Brochures & guides
my savings brochure for employees

Employee enrolment guide
Investment options/Rates of return
Enrolment forms
RSP/DPSP enrolment form
Spousal RSP enrolment form
TFSA enrolment form

 

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 and submit the application.

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

Information for advisors

Introducing my savings for advisors
my savings advisor brochure
Sun Life Financial's Group savings products
Advisor quick reference guide

 

Resources for your small business client

Prospecting & introduction tools
Prospecting letter to sponsors

Competitive edge
Presentations
Presentation for advisors to sponsors
Presentation for sponsors to employees (PowerPoint)
Introductory presentation for Employees (webcast recording)

Brochures & guides
Sponsor introductory brochure
Sponsor administration guide

 

 

Information for employees of small business clients

Brochures & guides
my savings brochure for employees
Employee enrolment guide
Investment options/Rates of return
Enrolment forms
RSP/Spousal RSP enrolment form
TFSA enrolment form

 

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 and submit the application.

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.