Quick links
Plan sponsors & advisors
Life’s brighter under the sun
© Sun Life Assurance Company of Canada. All rights reserved.
SLF
Client sign in
For the best mobile experience
download the my Sun Lifeapp
By signing in, you agree to theseterms and conditions.
Welcome to the Sponsor Resource Centre, an education and communications hub to help you support your employees’ financial wellness.
This site offers a variety of resources for you to share with your employees. These materials provide information on how they can:
- take advantage of their workplace savings plan, and
- improve their financial wellness.
Below you will find all the resources you need to support them on their journey. From the moment they join the plan, to selecting the right products, funds and watching their investments grow. And finally, to planning for their retirement.
- Connecting with Sun Life
- Saving in the Plan
- Investing in the Plan
- Retirement
- Financial Wellness
Share information on how to set up an online account and what tools are available on mysunlife.ca and my Sun Life mobile app. Learn about online resources like Ella and Click to Chat.
Materials to share with your employees about how to connect with us
- Set up your online account in 3 easy steps - A step-by-step guide to help employees get set up on mysunlife.ca.
- Talk to Sun Life (Ella) through your Alexa device - A one-page flyer that informs employees on how to access mysunlife.ca through their Alexa device, and how to get started.
- Click to chat - A simple flyer that shows employees how to use click to chat to connect with a Sun Life representative. With just a click, they can get faster service with no (or very little) wait time.
Materials for employees that highlight some of the resources available to them on mysunlife.ca
- Your money, your tools - visit mysunlife.ca - An overview of the resources available to your employees on mysunlife.ca. These resources will help them build a savings plan that’s right for them.
- my Sun Life mobile - Grow your money on the go!
Materials for you, the plan sponsor
- Lumino Health Centre - access to health and wellness information - Provides you with details on Lumino Health, Canada’s largest health network, and its various features.
Help employees select the right savings products, contribution amounts and build a plan for the future.
Materials that explain to employees different savings products, as well as important considerations like contribution limits and choosing a beneficiary
- Comparison of savings products – Provide your employees with an overview of the savings products available to them. This flyer explains Defined Contribution Pension Plans, Tax-Free Savings Accounts, Registered Retirement Savings Plans and Non-Registered Savings Plans, and the advantages of each.
- RRSPs: how they can help you reach your financial goals – Summarizes the benefits of participating in a workplace RRSP and highlights how it can help employees reach their financial goals.
- Stay within your contribution limits – Explains how Sun Life can help employees stay within their personal contribution limits by providing their contribution limits on mysunlife.ca.
- Naming a beneficiary: why it's so important – A one-pager that explains the importance of choosing a beneficiary and how to name one by visiting mysunlife.ca.
Materials for employees that promote the Retirement Planner and payroll contribution calculator
- Retirement Planner: find out how much you need to save now to get the income you want when you retire – A flyer to promote the Retirement Planner which will help employees find out how much they need to save now to get the income they want when they retire.
- Learn more about: The Retirement Planner – A video to promote the Retirement Planner which will help employees find out how much they need to save now to get the income they want when they retire.
- Payroll contribution calculator: saving for your future – An overview of the payroll contribution calculator on mysunlife.ca that shows employees how extra contributions can really add up, helping them save for the future.
Materials for you, the plan sponsor
- The TFSA: 12 years on and growing strong – A Bright PaperTM that details how Canadians are using TFSAs, and the benefits of TFSAs for sponsors and employees.
- Designed for Savings – Sun Life’s biennial examination of capital accumulation plans in Canada. Learn how your plan compares to others of the same size or industry.
- Withdrawing money from an RRSP.
Provide information to your plan members on what funds are available to select and how to select their investments.
Materials designed to help employees choose the investments that meet their savings goals
- Asset Allocation Tool: need help picking your funds? – A flyer that explains how the Asset Allocation Tool can help employees choose their funds, and how to use it step-by-step.
- How to choose your investments
- Diversification: balance your investments – Explains the importance of investment diversification and the different funds available to employees in their plan.
- Morningstar: online investment tools and info to help you save – Summarizes the variety of investment tools available from Morningstar®, and how these tools can help employees better understand the investment options offered in their plan.
Materials for employees specific to target date funds
- Why (and how to) choose target date funds – Explains how to choose the right target date fund.
- Target Date Funds: investing in a target date fund that does not match your retirement date – Summarizes how target date funds work with a message about choosing the fund with the right date.
- Target Date Funds: more isn't always better – Summarizes how target date funds work with a message about choosing the fund with the right date.
Materials that educate employees on other important investment topics
- Fees matter – A video that explains to employees how group plan investment manager fees work.
- Let’s talk about compound growth – A flyer that explains how compound growth can boost savings.
- Sustainability videos – Educational videos to help employees understand what ESG is and how investment managers generally integrate ESG factors into their investment process.
- How comfortable are you with the ups and downs of the market?
- Fees? What fees?
- Index vs. active investing
- Multi-risk target date funds
- Target risk funds
- Diversification
- Morningstar: A closer look
- Target date funds
- Building your own portfolio
- Choosing your investments - an overview
When it comes to retirement, we have a lot of content you can share with your employees. Please see the ready-to-go marketing material and helpful links below. We also have some content for you, the plan sponsor.
Email templates, filled with links to great resources for your members, based on their age/stage of retirement
- Will you have enough money to retire? – Content for members under 40 years old to get them thinking about saving
- Looking ahead to retirement – Content for members between 40 to 50 years old to help them start planning for retirement
- Planning for retirement – Content for members between 50 to 60 years old to prepare them for upcoming retirement
- Retirement is around the corner – Content for members who are 60+ years old as they begin to transition into retirement
Pre-retirement marketing materials to share with your employees
- Retire confidently - Summarizes how Sun Life can support members who plan on retiring soon
- Retirement planning guide - A helpful guide for members about how to start planning for retirement
- Retirement planner - A promotional brochure for our Retirement planner tool
- Get to know the Group Choices Retirement Income Program - A quick look at the benefits and features of our Group Choices plan
- Leaving your workplace plan?
Helpful links to share with your employees
- Our Financial Wellness Webinar series
- Our Sun Life Choices site
- The Planning your best retirement page on mysunlife.ca
- To access it, members can sign in and select my financial centre > Requests drop-down menu > Planning your best retirement
Materials for you, the plan sponsor
- Meeting the Decumulation Challenge is a new hub on our GRS Workplace site aimed at housing content and resources that tackle the most pressing decumulation topics.
- We have a Bright Paper for sponsors entitled The decumulation challenge in today’s reality: Helping plan members achieve money for life.
- A brochure about investments for Group Retirement Income Plans.
Coming soon
Watch for communications from us with more ways to engage your employees on this important topic, including our new income planning tool on the member secure site.
Want a more detailed discussion about how we can help you and your employees with their retirement journey? Reach out to your Group Retirement Services representative.
Support your employees’ financial literacy and help them achieve financial wellness through webinars, special offers and more.
- Financial Wellness Webinar series – A link to our webinar series that you can share with your employees.
- Dealing with debt – Tips on how employees can dig themselves out of debt.
- Build a budget and feel good about your finances.
- Times and Dimes: A Canadian personal finance podcast
Links for you, the plan sponsor
- Empowering employees to improve their financial wellness – Concrete steps on how to support the financial wellness of your employees.