My account: 45277000000004 - 01

As of: 11 Feb 2013


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Suggested tools and information:


my money tools 
my money tools: Helping you make informed financial decisions
How much in potential future savings are you giving up by withdrawing today? Torn between paying down your mortgage or saving? These are just some of the questions our various tools can help you answer.
 
my money @ work guide 
my money @ work: An interactive guide to get the most from your workplace plan
Whether you’re just starting your career, midway through or close to retirement, this interactive guide has useful and practical financial information to help you.
 
Mobile 
my Sun Life Mobile: Fast and easy access to your plan wherever you go!
You can monitor your investments or discover new ways to save with our financial planning tools while you’re on the go using your smartphone.
 
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MICHAEL DEMO
XYZ COMPANY RETIREMENT PLAN
Account #: 45277000000004 - 01
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Will I have enough to retire?
Will I have enough to retire? 
As of 10 Mar 2014




$5,210 Estimated monthly income at retirement
92% Estimate of current income replaced at retirement

Your income in retirement

 You are here - $5,210 You are here - $5,210  

 Your goal - $3,970 Your goal - $3,970  

 Your goal - $3,000 Your goal - $3,000  

 You are here - $3,970 You are here - $3,970  

Click to view my retirement plan


My action plan My action plan
Suggestions to help with your financial planning:
When it comes to saving for your future, your group plan is a great place to start. Check out my plan for important information about the specific features of your plan.

Review your Asset allocation tool.

Create a retirement plan today, to help you stay on track to retire when you want.


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