This will include the release of our latest Designed for Savings report. It’s our ground-breaking benchmark report on workplace savings which provides the most comprehensive look at capital accumulation plans in Canada.
We also understand the challenges you face in trying to support competing priorities, with the right level of focus, expertise and timeliness. With Sun Life Delegated DC, we offer plan administration and oversight of your plan’s investment line up, as well as compliance support. This is on top of our robust recordkeeping and plan member engagement solutions and the flexibility that integrates with your internal team, plan advisor or consultant.
If you are currently working with an advisor or consultant, we encourage you to discuss this with them. In the event you do not currently work with an advisor or consultant, please reach out to your Sun Life Sales or Client Relationship Executive for an initial discussion.
And for clients with defined benefit (DB) plans, our DB Investment-Only services (DB INVO) program will continue to provide a full end-to-end strategy, from Pooled Funds to LDI to Annuities.
We provide a choice of investment structures, Canadian institutional investment and retail managers, comprehensive reporting, and unparalleled support for pensioners, all at a competitive price. Our delivery of solutions to our clients includes:
- Sun Life Assurance Company of Canada issuing the policy to the DB pension fund trustee or to the sponsor, depending on how the plan is set up
- the investment of assets, asset mix re-balancing, investment performance, and financial reporting for the DB plan
- the use of individual and corporate annuities to ensure the long-term commitment of providing benefit payments.