Retirement Readiness reports: take action by May 31, 2026
Our retirement readiness reports provide important insights into plan members’ projected retirement outcomes. Reporting is available for no additional charge to all plan sponsors who provide Sun Life with plan member salary information.
What’s included in the report
These comprehensive reports help plan sponsors understand how retirement ready plan members are by providing:
- Information on how plan members are tracking to their retirement goals and at what age they are expected to reach their goals.
- Segmented data for deeper analysis; including age, salary, years of service and those with and without a Sun Life One Plan™.
- Benchmarking against “all plans eligible to receive the report” for comparative analysis.
- Actionable insights to improve plan member outcomes.
- Year-over-year comparisons.
Our reports are designed to support your CAPSA Guideline 3 responsibilities by helping you assess whether projected plan member outcomes align with intended outcomes. They also allow you to make informed decisions about plan design, demonstrate your commitment to employee financial wellness and support your workforce management goals.
Questions? We’re here to help.
Please contact your Sun Life Group Retirement Services Representative.