Using your workplace plan just got easier!

August 19, 2024

We’re committed to making it easier for you to manage your workplace savings plan and help your members save for the future. To do this, we’ve digitized some of our enrolment processes – making it quick and easy to complete tasks.

As of August 22, you can send us new hire information on the secure plan sponsor site, and then, your members will be able to enrol in their plan digitally. In addition, you’ll be able to make quick edits to individual member accounts when needed. These new features allow you and your plan members to enrol and make updates online in just a few easy steps.

Access to these online tools is now available on sunlife.ca/sponsor.

To help you get started, we’ve created an end‑to‑end user guide. This guide contains steps and links to additional resources to show you how to:

  • Step 1: add an eligible member (use Enrol a Member or Demographic File Upload feature)
    • This will trigger an email for the member to complete online enrolment (using ENROL)
  • Step 2: check online enrolment report to confirm members have completed enrolment
  • Step 3: collect payroll instruction from newly enrolled member
  • Step 4: start payroll deductions and submit contributions to Sun Life

Lastly, if you have members who’re eligible, but haven’t enrolled in a product, they may also receive an Enrol email.

As always, if you have any questions please reach out.

Questions?

Please contact your Group Retirement Services Representative.