Important update – Changes to investment options in the Group Choices plan
Please note that the closures only affect the Group Choices plans. The funds (except MFS Global Equity) remain available on our Core investment platform.
At Sun Life, we are committed to supporting financial well-being of Group Choices’ members. We regularly review the investments available in our Group Choices plans. Periodically, we may remove investment options and select replacement investment options.
After a recent review, we are making some changes, to provide the members access to high-quality investment options at competitive fees.
We will close the following funds. We’ll transfer any money in – and any future contributions directed to – the closing fund(s) to the replacement fund(s) as listed below.
Closing Segregated Funds | Replacement Segregated Funds | Date of Change |
|---|---|---|
BlackRock US Equity Index (Registered) | Sun Life State Street US Equity Index (Registered) | November 2, 2026 |
BlackRock LifePath series of Target Date Funds | Sun Life Granite Index+ series of Target Date Funds | February 2027 (all except 2070 fund in June 2027) |
MFS Global Equity | MFS Blended Research Global Equity * | February 19, 2027 |
TDAM International Equity Index | Sun Life State Street International Equity Index | February 22, 2027 |
* If you have money in MFS Global Equity Fund in My Money for Life, we’ll transfer your money to MFS Global Research Fund.
We’ll send an email to members who currently hold the closing fund(s) on or around September 14, 2026. Here is a copy for your reference.
Questions?
Please contact Group Retirement Services (GRS) – Advisor Help Line. This team is dedicated to helping advisors with related GRS inquiries.
If you have Clients with GRS accounts, and you have questions regarding transfers, forms, advisor site access, correction status, please call 1-844-220-4808 or email grs.advisor.inquiry@sunlife.com.