Help

What is Plan Advisor Services?
Who can use this website?
How do I sign in to Plan Advisor Services?
What if I forgot my Access ID?
What if I forgot my password?
What are the requirements for using this site?
What about security?

 What is Plan Advisor Services?

The Plan Advisor Services website enables seamless access to both Group Benefits and Group Retirement Services.
It presents the most commonly used tools and information right up front, to provide an easy, self-serve environment online.
You’ll find a wide range of product information, news, forms and other tools to make your job easier.
Use our handy drop-down menus, Quick Links, Frequently Asked Questions (FAQs) and Help pages to make things even easier.

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Who can use this website?

Anyone who sells Sun Life Financial Group Benefits or Group Retirement Services can access this website.

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 How do I sign in to Plan Advisor Services?

You need both an Access ID and a password to sign in to Plan Advisor Services. If you don’t have an Access ID, please contact us.

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 What if I forgot my Access ID?

For assistance, please contact us.

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 What if I forgot my password?

If you forgot your password, you can request a new password online.

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 What are the requirements for using this site?

Microsoft Internet Explorer, version 6 or higher
Mozilla Firefox, version 2 or higher
A browser supporting a minimum 128-bit encryption
A browser configured to enable SSL
A browser configured to enable JavaScript
An Access ID and a password
Popups should be enabled

Note:
Beta or test versions of browsers are not supported.

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 What about security?

At Sun Life Financial, we work hard to protect your information and keep it confidential.

For more information about our security measures, review ourSecurity policy.

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