Did you know?

You might not have to engage an auditor to prepare and file audited financial statements for your pension plan. Ontario recently revisited its requirements for preparing and filing audited annual financial statements. We took this as an opportunity to review our process for all pension jurisdictions.  

What does it mean for you? 

If your pension jurisdiction doesn’t require audited financial statements, there’s nothing you need to do.  

How does this affect Sun Life’s audit service? 

If you’re required to file audited financial statements, we’ll continue to support you in meeting these obligations. If you don’t need audited financial statements to satisfy regulatory requirements, but you still want one, we’ll now be charging a fee. 

If you’re ready to start your audit, please reach out to our Pension Audit team at grsops.audits@sunlife.com.


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