We noticed that you still don’t have access to the Plan Sponsor Services website (sunlife.ca/sponsor). We don’t want you to miss on great services and features that are available to you.
Want to get a sneak-peek at all the great features that the site offers you?
What are the existing key capabilities available to you on the Plan Sponsor Services website?
It’s an entire workspace to manage your plan online, including*:
- Enrol a new member.
- Upload a demographic file, in a few easy steps.
- Update your member’s employment status when it changes.
- Change your member’s non-financial information with the “View or Update member information” function.
- The “Enter member contributions” or “Upload a contribution file” features will help you have your contributions information processed immediately.
- Get the reporting that you need:
- member details,
- sponsor summaries,
- usage statistics,
- various governance reports (including the Segregated Funds Annual Report, the GRS Report on Controls, fund manager reports) and much more!
* Features availability depends on your plan design. Full automation options can also be discussed.
With the Plan Sponsor Services website, you no longer need to send member information by mail or email, eliminating the time it takes to process your request. Save time and manual effort. It’s easy, secure and accurate!
Don’t wait – we’re launching new online features soon!
With the ongoing launch of new online capabilities, our goal is to provide you with a simplified and convenient experience to help you manage your plan. This includes the new Sponsor Request Centre, launching this year. You’ll be able to send, receive and manage your requests with Sun Life, all in one place!
Don’t miss out, get online today! Contact a Sun Life GRS representative to get a user ID.
