Retirement Readiness Reports Are Now Available for Plan Sponsors

Our retirement readiness reports are now available for eligible plan sponsors, providing valuable insights into plan members’ retirement readiness and helping support informed plan design decisions.

Based on Sun Life One Plan™ data, the reports provide:

• Information on how plan members are tracking toward their retirement goals and the age at which they are expected to achieve them.
• Segmented insights by age, salary, tenure, and whether members have created a Sun Life One Plan™.
• Benchmarking against comparable plans for additional context.
• Actionable insights to help improve plan member outcomes.
• Year-over-year comparisons to help identify emerging trends.

The reports are designed to help plan sponsors assess whether projected member outcomes align with the intended outcomes for their retirement program and support the expectations outlined in CAPSA Guideline 3.

Accessing Retirement Readiness Reports

Retirement readiness reports are available at no additional cost to plan sponsors who provided Sun Life with plan member salary information by May 31, 2026. The reports are accessible through a Sun Life Group Retirement Services Representative.

Plan sponsors who aren’t currently providing salary information can become eligible for next year’s report by providing plan member salary information before May 31, 2027. Salary information can be uploaded through the Upload a salary feature on the plan sponsor secure site or included in the demographic file.

Reports are generated annually in Q3.

Questions?

Please contact your Sun Life Group Retirement Services Representative.