Setting up digital has never been so easy!

October 02, 2023

As part of our continuous digital engagement activities, we'll send the following communication this week to your Clients who are currently using paper enrolment.

We’re transforming the delivery of GRS digital services to enhance overall quality of our service and increase efficiencies. Our suite of Digital Services will give Clients access to a wider range of self-serve plan administration options through the plan sponsor site. Our Digital Services will also allow members to enjoy a robust digital experience for their workplace savings plan, both on the web and through the mobile app.

Member Benefits:

  • One stop shop experience on mysunlife.ca and expanded transactional capabilities on my Sun Life mobile app
  • Ability to enrol, update payroll, change funds, name beneficiaries anytime, anywhere
  • Transmit member demographic data through secure plan sponsor site
  • Online enrolment reports and payroll change reports – all at your fingertips
  • Submit contribution files and pair with pre-authorized withdrawals – easy to use, easy to track
  • No more chasing after paper forms!

Sponsors will have greater autonomy to administer their plan, share up-to-date member demographic information, and access reports on demand.

Consistent with the process for the TD Greystone Target Date Plus Funds on an annual basis the glide path is formally examined through the Annual Glide Path Update. This involves running the proprietary TD Asset Management Glide Path Analytics to help incorporate any evolutions in available asset classes or funds, long-term asset class assumptions or demographics. The most recent Annual Glide Path Update was conducted in November 2022 and the resulting changes were implemented in January 2023. The table above illustrates the year-over year strategic asset mix changes.

If you're interested, please contact a Sun Life Retirement Services representative.