New email service alerts aim to increase plan member engagement

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Starting in December, plan members may begin to receive new email service alerts. The alerts aim to help increase plan members’ engagement with their workplace plan as well as remind plan members about the comprehensive resources available to them on mysunlife.ca.

Plan members with Sun Life Group Benefits will receive an email alert when they reset their password for mysunlife.ca.

Plan members who also have a workplace retirement savings plan through Sun Life Group Retirement Services will see additional alerts when they undertake the following actions:

  • Asset allocation tool:
    • Started but not completed in the past 12 months
    • Completed but needs a refresh (a one-time alert)
  • Retirement planner:
    • Started but not completed in the past 12 months
    • Started but not completed in the past 14 days
    • Completed but needs a refresh (a one-time alert)
  • A plan member has completed a request to move their money to different funds within their workplace plan
  • Password reset
  • Access ID and password retrieval

Each email alert may also include marketing messages about additional products and services that are relevant to plan members. Sponsor exclusions and individual plan member permissions will be respected for these additional messages.

What are the advantages for you, the plan sponsor?

  • Builds plan member engagement
  • Increases plan member participation within their plan
  • Increases plan members’ understanding and appreciation of the value of their plan

No extra work or cost                      

Questions?

Please contact your Client Service Administrator at 1-877-786-7227.