Target Date Fund Education Campaign

August 28, 2025

This October, we’re relaunching the Target Fund Education Campaign, which previously ran in October 2024. This campaign will check in with members who may be using potentially incorrect target date funds or too many target date funds, encouraging them to review their investments.  

What will members receive as a part of this campaign?

Members will receive an email if they fit into one of the following segments:  

  • Potentially incorrect Target Date Funds: Members who are invested in a target date fund that doesn’t match their ideal retirement date.  
  • Too many Target Date Funds: Members who are invested in more than one target date fund.   

This campaign will launch on October 10, 2025, and will include an email and always-on banners in the contextual zone with a call-to-action for members to review their investments. This campaign is available for Defined Contribution Pension Plan (DCPP), Registered Retirement Savings Plan (RRSP), and Deferred Profit Sharing Plan (DPSP) products.  

Click here to see copies of the emails and web creatives.  

Marketing exclusions will apply.

Questions? We are here to help.

Please reach out to your Group Retirement Services Sun Life Representative.*

*In Quebec, registered as a Group annuity plans advisor.