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Advisor Information and Resources
Stay up-to-date on information for advisors from Group Retirement News.
Introduction to Capital Accumulation Plans (CAPs)
During this introductory webinar, you’ll learn about the background of CAPs in Canada, the different types of plans, guidelines for CAPs, investment solutions, and more!
September 29, 2026 from 1-2pm ET
Speaker: Yashar Zarrabian
The confidence advantage in retirement savings
Join this webinar to learn about an in-depth study that combines survey insights from 1,981 Sun Life workplace plan members with their actual savings data. It's the first research of this scale to merge member attitudes, behaviours, and real plan data. This research reveals that confidence drives significantly better savings outcomes than financial knowledge alone.
October 15, 2026 from 2-3pm ET
Speaker: Jackie Patel
Benchmarking built for plan design conversations
In today's fierce competition for talent, a retirement plan isn't just a benefit — it's a strategic advantage. Sun Life's Designed for Savings is Canada's largest group retirement analysis, providing insights into plan effectiveness, industry comparisons, and member behaviour.
November 25, 2026 from 1-2pm ET
Speaker: Krista Heuston