Using Sun Life’s workplace plan just got easier for SunAdvantage™ my savings existing Clients!

September 09, 2024

We’re committed to making it easier for Sponsors to manage their workplace savings plan and help their members save for the future. To do this, we’ve digitized some of our enrolment processes – making it quick and easy to complete tasks.

Starting September 25 until the end of October 2024, all SunAdvantage™ my savings Clients will get digital services enabled. This means they’ll be able to send us new hire information on the secure plan sponsor site, and then, members will be able to enrol in their plan digitally. In addition, they’ll be able to make quick edits to individual member accounts when needed. These new features allow both Sponsors and plan members to enrol and make updates online in just a few easy steps.

Access to these online tools is now available on sunlife.ca/sponsor.

To help get started, we’ve created an end‑to‑end user guide. This guide contains steps and links to additional resources to show how to:

  • Step 1: add an eligible member (use Enrol a Member or Demographic File Upload feature)
    • This will trigger an email for the member to complete online enrolment (using ENROL)
  • Step 2: check online enrolment report to confirm members have completed enrolment
  • Step 3: collect payroll instruction from newly enrolled member
  • Step 4: start payroll deductions and submit contributions to Sun Life

Please note that paper forms will no longer be available on the SunAdvantage my savings site. All new enrolments should be completed online. Here is an overview of what online enrolment looks like for plan members.

If plan members are not able to complete online enrolment due to extenuating circumstances, please let us know.

Questions?

Please contact your Group Retirement Services Representative.