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.

Browse and select content to get your members engaged

Share information on how to set up an online account and what tools are available on mysunlife.ca and my Sun Life mobile app. 
 

Materials to share with your employees

Materials for you, the plan sponsor

 

Help employees select the right savings products, contribution amounts and build a plan for the future. 


Materials to share with your employees

  • 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.
  • 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
  • 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.
     

Materials for you, the plan sponsor

  • 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. 

Provide information to your plan members on what funds are available to select and how to select their investments.
 

Materials for employees specific to target date funds

Recordings -  This section is a group of short recordings to help educate employees on important investment topics.

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

Pre-retirement marketing materials to share with your employees


Helpful links to share with your employees

Materials for you, the plan sponsor

  • My Money in retirement is a Decumulation hub on our GRS Workplace site aimed at housing content and resources that tackle the most pressing decumulation topics.
  • A brochure about investments for Group Retirement Income Plans.

Support your employees’ financial literacy and help them achieve financial wellness through webinars, special offers and more. 


Materials to share with your employees

Do you have an employee who’s leaving their workplace plan? Here are some useful resources to help them make confident decisions about their savings.


Materials to share with your employees

Helpful links to share with your employees