CAP Readiness Report now available on the plan sponsor secure site

April 17, 2025

The Sun Life Readiness Analysis for Capital Accumulation Plans (CAP) is now available on the plan sponsor secure site. The CAP Readiness Analysis outlines the CAP Guideline expectations, explains how Group Retirement Services (GRS) can help our Clients meet the guidelines and where you may need to take action.

Where you can find resources

Log in to the plan sponsor secure site using your Access ID and password.

  • Under “Guides and information”, click Articles and Publications
  • Select Sun Life Readiness Analysis for CAP
To access resources, log in to the plan sponsor secure site using your Access ID and password. Under the ‘Guides and Information’ tab, click ‘Articles and Publications’. Resources will be posted here.

The following documents will also be posted on the plan sponsor secure site in the coming months:

  • CAP certificate
  • CAPsure document
  • Retention document

Questions? We’re here to help.

Please contact your Sun Life Group Retirement Services Representative.