Tools for employers
By setting up a savings plan, you have taken positive action to help your employees save and invest wisely for their retirement. Here you will find information about all the resources available to help you guide them toward achieving their goals.
Tools to help you get started with your new VRSP |
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Template to use for notifying employees 30 days before the effective date of the VRSP. |
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Simple steps to encourage participation in your savings program and help you achieve the best possible results. |
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Enrolment guide and other tools for your employees Documentation to help your employees understand their plan. |
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Brochure outlining simple and effective investment solutions for the VRSP. |
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Contracts and other legal documents Contract, plan text and description of fund operations for the Sun Life Financial VRSP. |
Plan administration reference tools
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Brochure – Ready... set... VRSP! Explanatory guide for employers on how VRSPs work. |
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How to enrol a member in the plan Description of the procedure for enrolling a member in five easy steps. |
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Description of the procedure for sending your employees' contributions to Sun Life. |
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How to set up pre-authorized withdrawals Description of the procedure for setting up a pre-authorized withdrawal arrangement via the Plan Sponsor Services website. |
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Form to be filled out by the employee who does not wish to participate in the VRSP. |
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Employee VRSP participation offer Letter sent by an employer two years after an active employee has opted out to offer participation in the plan or confirm the opt-out. |
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Vos obligations comme employeur Retraite Québec summary of the obligations of an employer offering a VRSP to their employees (in French only). |
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Plan administration website where you can perform different types of transactions, such as enrolment, contribution remittance and terminations. You will receive your user id as well as your password to access it once your plan setup has been completed. |