Latest news
Past communications
April 23, 2026
New digital enhancements for plan members
Introducing two important enhancements to the digital experience for plan. These updates are designed to help empower plan members to save for their financial well-being, make it easier to manage their retirement savings, and strengthen the protection of their assets.
April 9, 2026
Change to use of SIN identifiers
The use of a plan member’s social insurance number (SIN) as their account number or plan member ID is being discontinued.
April 9, 2026
E-beneficiary Campaign is here!
In May, we’ll run a digital beneficiary campaign encouraging eligible plan members who have access to the online tool to add a beneficiary for eligible products.
March 19, 2026
2026 GRS Market Update on April 27
Join us on Monday, April 27 from 11:30am to 12:30pm E.T, for an insightful discussion on navigating today’s complex economic and investment landscape.
March 5, 2026
Women in Workplace Plans: New insights
International Women's Day celebrates women's achievements across social, economic, and cultural spheres, while calling for continued action to advance gender equality.
March 5, 2026
Stay the course during uncertain times
The situation in the Middle East is evolving rapidly, and the markets are reacting just as fast. At Sun Life, we’re carefully watching the economic conditions that may emerge.
March 5, 2026
Retirement Readiness reports: take action by May 31
Our retirement readiness reports provide important insights into plan members’ projected retirement outcomes. Reporting is available for no additional charge to all plan sponsors who provide Sun Life with plan member salary information.
March 5, 2026
Crossing F60 Receipts Reminders
Thanks to your efforts, we had a successful RRSP Season! Here’s a few reminders on what happens now.
February 26, 2026
Join Us for International Women's Day Webinar
On International Women’s Day, and every day, Sun Life recognizes the importance of physical and financial well-being for women. Our upcoming webinar aligns with Sun Life's commitment to supporting women's health and wealth journey.
February 23, 2026
Leadership Announcements – Group Retirement Services
We’re pleased to welcome the following leaders to Group Retirement Services (GRS) at Sun Life Canada.
February 23, 2026
It’s time to focus on the Jan-Feb RRSP deadline! The RRSP deadline process guideline is below, with recommended due dates. We appreciate you providing what we need by the recommended date to ensure a successful RRSP season.
February 19, 2026
February 19 is the Financial Services Regulatory Authority of Ontario’s (FSRA) fourth annual Pension Awareness Day. This year’s purpose is to raise awareness about the value a workplace pension plan offers and the need to develop a retirement plan as early as possible.
February 2, 2026
Funds and Benchmarks Returns for Q4 2025
January 29, 2026
Onboarding Campaign: Transforming the Plan Member Experience
In early 2026, will begin rolling out an updated onboarding experience for new plan members joining their workplace savings plan. This new innovative campaign is designed to transform the onboarding journey.
January 22, 2026
Introducing myLearning, myFuture
Introducing myLearning, myFuture, Sun Life’s newest education and financial wellness digital learning tool. Integrating into our existing educational services, the platform creates greater flexibility, for plan members to choose when and how they learn.
January 22, 2026
Thanks to your proactive efforts we had a successful 2025 year-end! Here’s a reference guide on what happens now.
January 12, 2026
We’re open for business with Sun Life Essentials™
Small to medium businesses play an important role in Canada’s economy, employing almost half of all Canadians. That's why we’ve created Sun Life Essentials™, a fully digital workplace plan designed specifically for small to medium businesses.
December 11, 2025
Season’s Greetings & Holiday Communication Schedule
Group Retirement News will be taking a holiday break from December 15 to January 9. We won’t be sending any non-urgent communications during this time. All communications will resume on January 12, 2026.
December 11, 2025
2025 year-end business hours, timelines and 2026 limits
November 27, 2025
Important reminders to ensure a successful year-end
It’s time to start on year end processes. The year end process guideline provides recommended due dates. We appreciate you providing everything by the recommended date to ensure a successful year end.
November 20, 2025
Benefits of leveraging the Request Centre for all inquiries
The Request Centre is the easiest and safest way to submit all your daily inquiries.
November 6, 2025
Reminder: New Financial Wellness Webinars for Fall 2025
We wanted to remind you that there are two new topics in our Financial Wellness Webinar series for Fall 2025. These sessions are designed to provide valuable insight and advice to help Clients and plan members navigate important financial decisions.
November 6, 2025
Join us for a live webinar to learn how digitization can make your plan management easier
We're excited to invite you to a 30-minute webinar on December 2nd that will transform the way you manage your plan.
October 30, 2025
Financial Literacy campaign is back this November!
November is Financial Literacy Month in Canada. This year, our annual campaign focuses on helping plan members build confidence about their future.
October 30, 2025
2026 Financial Wellness Webinars
We’re pleased to introduce the second half of 2026 Financial Wellness webinars. This summer we shared the agenda of the first half of 2026.
October 30, 2025
Evolving the mobile experience for plan members
We’re making it even easier for plan members to manage their financial wellbeing and workplace benefits, within the my Sun Life mobile app.
October 23, 2025
Introducing Retirement Readiness Reports for Plan Sponsors
We’re excited to introduce our new retirement readiness reports that provide important insights into plan members’ retirement readiness.
October 16, 2025
New Resource library: one centralized location for all plan administration documents
As part of our work to make plan sponsor secure site a go-to destination for you, we’ve created a centralized Resource library.
October 9, 2025
Changes to Retirement Income Projections on Plan Member Statements
Starting in December 2025, we will be moving to a digital-first approach for delivering retirement income projections to plan members.
October 9, 2025
We’ve revamped our online withdrawal process for plan members. The redesigned tool provides an easier and more streamlined experience, while also ensuring all transactions are secure via fraud controls that will remain in place.
October 2, 2025
Go Mobile Contest – Members could Win $1,000 groceries, gas or expenses!
We’re excited to launch our reimagined Go Mobile 2025 contest. This contest promotes the my Sun Life mobile app and its redesigned experience.
September 26, 2025
Postal services have come to a stop: what’s next?
At Sun Life we’re here to help minimize the impact of the postal disruption on your Sun Life business. We’re encouraging plan members to take advantage of our web and mobile app services.
September 18, 2025
Coming soon: online options packages
Starting in November, online option packages will be available on the plan member secure site. This provides plan members who leave their workplace plan, a faster, more convenient way to access important information.
August 28, 2025
Target Date Fund Education Campaign
This October, we’re relaunching the Target Fund Education Campaign, which previously ran in October 2024. This campaign will check in with members who may be using potentially incorrect target date funds or too many target date funds, encouraging them to review their investments.
August 28, 2025
Investment Diversification Campaign
Sun Life is re-launching the Investment Diversification Campaign, first introduced in January 2025. This campaign will highlight the Asset Allocation tool that plan members have access to on mysunlife.ca.
August 7, 2025
New enrolment notification for plan sponsors
A new automated email notification will let you know when plan members complete digital enrolment into your plan.
July 10, 2025
Integration of Interac® verification service into the lump sum feature
We’re excited to share an enhancement coming this summer to the “One-time contribution” feature that will provide plan members with a more secure and seamless way to add their banking information.
June 23, 2025
Upcoming Financial Wellness Webinars – remainder of 2025 and first half of 2026
Last year we introduced a new approach – where we announce upcoming Financial Wellness Webinars topics every six months. With this new approach, 12 months of upcoming sessions are always available for registration.
June 5, 2025
New campaigns added to the Sponsor Communications Hub (formerly the Sponsor Resource Centre)
We’re excited to share some important updates about our Sponsor Communications Hub (formerly the Sponsor Resource Centre). The Sponsor Communications Hub is an online platform, which offers a variety of education and communication resources for you to share with plan members.
May 29, 2025
How Sun Life will support the recent Capital Accumulation Plan (CAP) Guideline Update
Following the newly added section 2.1.2 and 6.1 to Guideline No. 3 for Capital Accumulation Plans (CAPs) by the Canadian Association of Pension Supervisory Authorities (CAPSA), we’re pleased to share details on the specific area of impact.
May 22, 2025
Support for those impacted by the wildfires in Western Canada
We know that the fires in Western Canada have devastating effects and may have caused some of your plan members to have to evacuate their homes quickly. Help to all those impacted is critical.
May 22, 2025
Introducing a redesigned GRS plan sponsor secure site homepage
We’re happy to announce the launch of an exciting digital initiative – we’ve redesigned our Group Retirement Services plan sponsor secure site homepage.
May 12, 2025
Ensuring Accuracy: A call to review and update plan member information
We encourage you to review plan member data to ensure all information is up-to-date and complete.
May 12, 2025
Mobile Re-imagined: Introducing an updated my Sun Life mobile app
In June, we’re introducing a revamped my Sun Life mobile app. These updates will make it easier and faster for plan members to manage their workplace benefits and support their financial wellbeing.
May 01, 2025
TFSA campaign: Saving smart to stay flexible
A Tax-Free Savings Account (TFSA) is a great way for plan members to invest their money and stay on track with their savings goals.
April 17, 2025
CAP Readiness Report now available on the plan sponsor secure site
The Sun Life Readiness Analysis for Capital Accumulation Plans (CAP) is now available on the plan sponsor secure site.
April 17, 2025
Service improvements: Client Care Centre (CCC) telephone system
In 2023 we launched Amazon Connect, a cloud-based Interactive Voice Response (IVR) phone system.
April 10, 2025
New! Outbound messages in the Request Centre: a more secure and efficient way to connect with you
As we continue to further enhance the Request Centre, we’re thrilled to introduce the new “Outbound messages” function.
April 10, 2025
Encouraging you to use “View or update member information” feature for non-financial changes
As we’ve previously communicated, this year we’ll continue to reach out to you to remind about digital tools and solutions that are available on the Plan Sponsor Services website.
April 10, 2025
2025 GRS Market Update Webinar
Sun Life GRS was pleased to host our annual Market Update Webinar on March 27, 2025
March 25, 2024
This April, we’re relaunching a digital beneficiary campaign that previously ran in May 2023.
March 24, 2025
Last chance! Register for this week’s GRS Market Update
2025 is bringing major shifts nationally and internationally. Join us on March 27 from 1:00 - 2:00pm ET for a live webinar.
March 17, 2025
Just released – Sun Life’s annual Industry Watch report 2024
2024 was a year of significant milestones in the Canadian pension risk transfer (PRT) market, including seeing just shy of $11B in transactions.
March 10, 2025
Crossing F60 Receipts Reminders
Thanks to your efforts, we had a successful RRSP Season! Here’s a few reminders on what happens now.
March 06, 2025
International Women's Day 2025
We know women's health and wealth are deeply connected. On International Women’s Day, and every day, Sun Life recognizes the importance of physical and financial well-being for women.
March 06, 2025
Market Volatility Hub – Now Available
At Sun Life, we are carefully watching the economic conditions that will emerge, between the U.S. and Canada.
February 27, 2025
Register now for our upcoming webinars with expert panelists
Don’t miss next week’s expert panel on Canada's retirement income landscape, on March 4, 2025 from 1:00 - 2:00 pm ET: Retirement Realities and the Path Forward: A Multi-Stakeholder Discussion of Canada's Retirement Income Landscape.
February 27, 2025
Leadership announcement for Sun Life Canada
We’re excited to announce key leadership changes at Sun Life Canada that will strengthen our commitment to providing innovative solutions in group retirement and health services.
February 20, 2025
It’s time to focus on the January-February 2025 Registered Retirement Savings Plan (RRSP) deadline!
February 20, 2025
Insights and Upcoming Group Retirement Services (GRS) Market Update
2025 is bringing major shifts nationally and internationally. Canada will have a new Prime Minister, and the new U.S. administration is aiming to reshape global trade, adding fresh uncertainty and disruption.
February 20, 2025
Today is FSRA’s Pension Awareness Day!
Today is the Financial Services Regulatory Authority of Ontario’s (FSRA) third annual Pension Awareness Day.
February 06, 2025
Register now: Expert panel on Canada's retirement income landscape
We are excited to invite you to our upcoming webinar on March 4, 2025, from 1:00 - 2:00 pm ET.
January 20, 2025
Thanks to your proactive efforts we had a successful 2024 year-end! Here’s a reference guide on what happens now.
January 13, 2025
Update to Service and Fee Agreement (SFA) for SunAdvantage™ my savings
As part of our regular reviews of our service offering as a Group Retirement Services (GRS) provider, Sun Life ensures we have up-to-date service and fee agreements (SFA) with our Clients.
January 13, 2025
New on the Sponsor Resource Centre
We’ve recently updated our Sponsor Resource Center with the following.
December 12, 2024
We’re excited to share the BPM Roundtable sponsored by Group Benefits and Pension Monitor in partnership with Sun Life Global Investments.
December 12, 2024
2024 year-end business hours, timelines and 2025 limits
December 12, 2024
Season’s Greetings & Holiday Communication Schedule
Group Retirement News will be taking a holiday break from December 16 to January 3. We won’t be sending any communications during this time.
November 28, 2024
Important reminders to ensure a successful year-end
It’s time to start on year end processes. The year end process guideline below provides recommended due dates.
November 28, 2024
Sharing our new decumulation hub and our upcoming webcast
We’ve transformed the previous Decumulation Playbook PDF into the Decumulation Hub.
November 21, 2024
Investment Diversification Campaign
Sun Life excitedly announces an upcoming Investment Diversification Campaign.
November 21, 2024
Updates to the Morningstar web experience
We’re excited to inform you about recent updates to the Morningstar funds reporting experience on the plan sponsor and plan member sites.
November 15, 2024
Postal services have come to a stop: what’s next?
As of November 15, 2024, Canadian postal operations have come to a complete stop. We’re working to ensure we’re prepared for any scenario.
November 14, 2024
Encouraging Clients to use Request Centre
Request Centre was designed to help our Clients keep track of all their plan administration activities and requests organized in one spot.
November 14, 2024
Update to the Sun Life PAR T10 process
We’re implementing a new process to improve the way plan sponsors with trusted individual products such as Deferred Profit Sharing Plan (DPSP), Defined Contribution Pension Plan (DCPP) and custodial stock are receiving their Pension Adjustment Reversal T10 (PAR T10) packages.
October 31, 2024
Postal services may be disrupted: what next?
At Sun Life we’re preparing for the possibility of a postal disruption due to ongoing labour negotiations. Service to our Clients remains our top priority.
October 31, 2024
We’re introducing another layer of security to protect your data
One of our top priorities is protecting your personal data. This includes our secure Plan Advisor Services, website where we have data on your Clients.
October 28, 2024
Moolala: Money Made Simple with Bruce Sellery Podcast Featuring Eric Monteiro
Many Canadians dedicate a significant part of our lives planning for retirement and accumulating our savings for the future.
October 21, 2024
We’re changing the default solution at age 71 for our registered retirement savings products
Plan members with registered retirement savings products are required to transfer their funds and begin drawing income by December 31 of the year they turn 71.
October 21, 2024
Financial Literacy campaign returns in November!
During Financial Literacy month, we’re here to help plan members take action when it comes to saving for their future.
October 15, 2024
Our new Bright Paper reports are here!
We’re excited to announce the launch of our latest Bright Paper reports.
October 07, 2024
Go Mobile Registration Contest
This contest promotes the my Sun Life mobile app and its digital tools, encouraging eligible members to sign in or register for their Sun Life account.
September 23, 2024
Simplifying retirement with a revolutionary new category in retirement income: target age solutions
Canadians struggle with an easy way to get income when they retire.
September 16, 2024
Understanding retirement perspectives – our new infographic is here
Sun Life and The Canadian Association of Retired Persons (CARP) recently partnered on a survey to gather the retirement perspectives and experiences of those approaching retirement and those already retired.
September 09, 2024
Using Sun Life’s workplace plan just got easier for SunAdvantage™ my savings existing Clients!
We’re committed to making it easier for Sponsors to manage their workplace savings plan and help their members save for the future.
September 03, 2024
Update on guidance from the FSRA
On June 4, 2024, the Financial Services Regulatory Authority (FSRA) of Ontario released guidance regarding retroactive adverse amendments.
August 19, 2024
Upcoming Financial Wellness Webinars
Sun Life’s Financial Wellness Webinars are designed to engage plan members, helping them improve their financial health and wellbeing.
July 25, 2024
Support for those impacted by the wildfires in Western Canada
We know that the fires in Western Canada have devastating effects and may have caused some of your plan members to have to evacuate their homes quickly.
July 22, 2024
2025 Financial Wellness Webinars
Several years ago, we created and launched the Financial Wellness webinar series – a first of its kind multi-employer free series of virtual sessions for plan members on various topics related to financial wellness and education.
July 22, 2024
New! Recurring Contributions launching on mysunlife.ca
Sun Life continues to enhance our digital capabilities to offer a simplified and convenient user experience.
July 22, 2024
Introducing Demographic file error reports
As part of our commitment to data transparency, we continue to enhance our foundation to respond to your needs.
June 17, 2024
Making it easier for Clients to do business with us. Request Centre and new Inquiry function
In 2023, we launched the Request Centre - one of our primary innovations designed to drive greater efficiency and convenience into daily activities.
June 17, 2024
Designed for Savings: Digital Engagement
We’re excited to announce the launch of our latest Designed for Savings supplemental report that delves into the world of digital engagement.
May 21, 2024
Sun Life continues to make improvements to the mobile app to provide a simplified and convenient user experience.
May 21, 2024
Now available – Marketing Materials for the new Retirement Planner
Following the launch, here are materials to help you support your plan members.
May 16, 2024
Support for those impacted by the wildfires in Western Canada
We know that the fires in Western Canada have devastating effects and may have caused some of your plan members to have to evacuate their homes quickly.
May 06, 2024
TFSA campaign: Invest in a future you’re excited about
A Tax-Free Savings Account (TFSA) is a great way for members to invest their money and stay on track with their savings goals.
May 06, 2024
We’re improving Planalytics: Your Sponsor reporting tool
In 2020, we launched Planalytics, a detailed report providing the data you need to maximize your workplace savings plan.
May 06, 2024
2024 GRS Market Update Webinar
On March 26, 2024, GRS Investment Solutions hosted their most recent Market Update Webinar.
May 06, 2024
Action required: Add new “allowlist” to keep communications reaching you and your plan members
Sun Life has recently made some changes to its email communication framework to support an enhanced experience for you and your plan members.
April 29, 2024
New Retirement Planner – Now Available!
Our new Retirement Planner is now available. This new tool helps plan members create a personalized financial roadmap in less than five minutes.
April 22, 2024
On April 16, 2024, Finance Minister Chrystia Freeland released the 2024 Federal Budget in the House of Commons.
April 22, 2024
Coming soon: new Retirement Planner
Following the launch of Sun Life One Plan (full planner), our shortened experience will be available to your Clients and their plan members on April 29.
March 25, 2024
Upcoming Financial Wellness webinars!
We’re committed to helping plan members make informed decisions when it comes to their investments, budgeting, and retirement planning.
March 11, 2024
Focus 2024: A bright path forward
Defined benefit (DB) plan sponsors are invited to mark their calendars for our live webinar event Focus 2024: A bright path forward.
February 26, 2024
Thank you to everyone who was able to join us last week for our “Look Ahead: 2024” webinar.
February 12, 2024
Improvements to our digital Asset Consolidation tool journey
We recognize that plan members may face financial confidence challenges when considering moving their investments.
February 12, 2024
What does the new year hold for markets? Welcome to the 1st SLGI 2024 Market Outlook.
February 01, 2024
Our 2023 Year-in-Review is now available!
2023 has been a busy and exciting year in GRS. After so many important launches and publications, we are excited to launch our annual Year in Review!
January 29, 2024
GR News Article - FSRA Pension Awareness Day is Approaching!
The Financial Services Regulatory Authority of Ontario (FSRA) is promoting its second annual Pension Awareness Day on February 15.
January 29, 2024
The new Sponsor Request Centre is now available to you!
We're now offering the Sponsor Request Centre to a selected group of Clients to start the full rollout.
January 15, 2024
RRSP season is here – see what we’re doing to engage your plan members
The 2024 RRSP season is fast-approaching! Sun Life is once again preparing to encourage your plan members to contribute to their Registered Retirement Savings Plan (RRSP).