On June 9, 2022, we communicated about changes to the BlackRock LifePath target date funds. Click here to read the communication. We sent all impacted plan members an email and/or online message to notify them of the change and to explain that these changes could impact capital gains and losses in 2022 and 2023.

As we move into 2024 and approach tax season, we’ll be reminding those impacted plan members who hold assets in non-registered products about this change.

Members will receive an email and/or online message between December 13 and December 20, 2023. Click here for a copy of the member communication.

All exclusions that were requested during the original 2022 deployment have been honoured.

If you have any questions, please contact your Sun Life Group Retirement Services representative.