Protect confidential information by updating access to the Plan Sponsor Services website

October 22, 2015

The Sun Life Financial Plan Sponsor Services website provides you with “one-stop” online access to your group retirement plan information. It allows you to perform day-to-day transactions and gives you access to important financial, investment and governance information that helps you manage your plan. It’s time to review and update who has access to the site to help ensure the highest security standards possible.

Actions you need to take

1. If you are responsible for providing access to the site (a primary contact):

  • Please check to ensure that the list of those who have delegated access (secondary contacts) is correct. Remove access to those who no longer work at your organization or employees who no longer require access to the site. You can review the list by logging into the site; at the Welcome page choose Administration >>Provide site access>>.  Click on the More Information button for instructions on how to edit your site access list.  
  • Please note: there may be more than one primary contact at your company. All primary contacts should update their delegated access lists regularly.

2. If you are not a primary contact:

  • Please forward this communication to the primary contact(s).

3. If you do not know the primary contact(s):

  • Please contact your Sun Life Financial Group Retirement Services representative, who can provide you with this information and assist you with the updating process.  

Keeping security top of mind
We’ll be reminding you annually to ensure the highest security standards possible by reviewing and updating access to the Plan Sponsor Services website. But don’t wait for our reminders, make it a priority to protect your confidential information by updating site access regularly.

Questions?
Please contact your Sun Life Financial Group Retirement Services representative.