Changes to Retirement Income Projections on Plan Member Statements

October 09, 2025

Starting in December 2025, we will be moving to a digital-first approach for delivering retirement income projections to plan members.

Retirement income projections will no longer appear on plan member statements beginning December 2025. Instead, these projections will be available through myPlan on the Sun Life secure plan member website. This shift allows for more accurate, up-to-date, and personalized plan member projections.

Why we’re making this change

  • Static projections on statements quickly become outdated.
  • Our data shows that digital engagement leads to better outcomes for plan members.
  • We want to encourage more personalized retirement planning through tools like One Plan.

All plan members will have access to retirement income projections on myPlan, regardless of whether they’ve created a plan. New messaging on page two of plan member statements will guide plan members on how to access their projection online and seek advice if needed and available. Non-digital plan members can obtain projections by calling our Client Solutions Centre or Client Care Centre.

Questions? We are here to help.

Please contact your Sun Life Group Retirement Services Representative.