2016

November 28, 2016

New funds added to transition and rollover retirement savings and income plans

We are pleased to announce the addition of a new selection of funds to transition, rollover retirement savings and retirement income plans, to enhance the fund lineups and provide more choice for members in these plans.

As of November 17th, the following funds have been added to the plans listed below:

Plans Funds Added
AssetAccumulator Plan
  • BlackRock Aggressive Balanced Index Segregated Fund
  • BlackRock Conservative Balanced Index Segregated Fund
  • BlackRock Moderate Balanced Index Segregated Fund
  • Sun Life Managed Income Portfolio Segregated Fund
  • Sun Life Managed Enhanced Income Portfolio Segregated Fund
  • TDAM Low Volatility Canadian Equity Segregated Fund
  • Sun Life Multi-Strategy Target Return Segregated Fund
  • SL MFS Low Volatility International Equity Segregated Fund
  • Fidelity ClearPath® Institutional Income Segregated Fund
  • Fidelity ClearPath® Institutional Segregated Fund available in 5 year increments from 2020 to 2055

AssetBuilder Plan

Group Choices Plan (closed to new members)

Group Choices Retirement Income Program

Sun Life Financial Retirement Income Plan

  • Sun Life Managed Income Portfolio Segregated Fund
  • Sun Life Managed Enhanced Income Portfolio Segregated Fund
  • TDAM Low Volatility Canadian Equity Segregated Fund
  • Fiera US Equity Segregated Fund
  • Sun Life Multi-Strategy Target Return Segregated Fund
  • SL MFS Low Volatility International Equity Segregated Fund
  • Fidelity ClearPath® Institutional Income Segregated Fund
  • Fidelity ClearPath® Institutional Segregated Fund available in 5 year increments from 2020 to 2055

Group Choices Plan (NA)

Group Choices Plan (CA)

Sun Life Financial Group Retirement Income Plan

Group Choices Retirement Income Program

My SunSavings Plan

  • Sun Life Multi-Strategy Target Return Segregated Fund
  • SL MFS Low Volatility International Equity Segregated Fund
  • Fidelity ClearPath® Institutional Income Segregated Fund
  • Fidelity ClearPath® Institutional Segregated Fund available in 5 year increments from 2020 to 2055

How will these changes benefit plan members?
The addition of the new funds will provide a more diverse investment selection for plan members in these plans.

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