Helping plan members save for short-term goals

October 15, 2026

Planning for retirement is important, but it’s often just one of many financial priorities. In September, we introduced a new way for plan members to plan and save for short-term goals alongside their retirement goals through the Retirement Planner.

What’s new

Plan members are now able to set a short-term savings goal directly from the Retirement Planner, making it easier to plan for moments that matter such as a vacation, car purchase or home renovation.

Short-term goals will be supported through savings products designed for shorter-term financial needs, helping keep these savings separate from retirement-focused products.

What this means for plan members

  • Plan for multiple financial priorities — Save toward up to three major short-term expenses while continuing to focus on retirement. Add, edit or delete goals as circumstances change.
  • Set short-term goals independently — Create and manage short-term goals on their own directly through the Quick Planner.
  • See their progress in one place — Easily monitor their goals, savings strategy and progress toward their target.
  • Get a more connected view of their savings — Better understand how their short- and long-term financial goals fit together.

What this means for you

The enhanced Retirement Planner gives plan members more tools to take an active role in their financial planning. By supporting both retirement and shorter-term savings priorities in one place, you can offer a more comprehensive savings experience that supports broader range of plan members’ financial needs through your workplace savings plan.

Questions? We’re here to help.

Please contact your Sunlife Group Retirement Services Representative.