Options for your workplace savings plan when changing your employer or retiring
When you stay with Sun Life, you’ve got options:
- Join the Group Choices Plan - With one easy call, we can move your savings from your workplace plan to a Group Choices account. And we’ll review your investments with you to make sure you’re on track with your savings goals.
- Work with a Sun Life advisor - If you prefer in-person support, we can refer you to a Sun Life advisor in your area.
- Stay in your workplace plan - You may be able to leave your savings in your workplace plan. Give us a call for details.
1-877-893-9893 Monday to Friday, 8 a.m. – 8 p.m. ET We’re here to help.
Transfer your savings
We’re here to help explain your options and provide recommendations
Give us a call at 1-877-893-9893 Monday to Friday, 8 a.m. - 8 p.m. ET. You can speak with one of our licensed financial services consultants (registered as a financial security advisor in Quebec).
Prefer to do it yourself?
Sign in to my Sun Life and select Manage plan > my plan > MAKE A CHANGE > Stay with Sun Life.
Available features depend on your account, contract or policy.
The advantages of a Group Choices Plan:
- One-on-one guidance from our team of licensed financial services consultants (registered as financial security advisors in Quebec) by calling 1-877-893-9893 Monday to Friday, 8 a.m. - 8 p.m. ET.
- Competitive fees to keep more of your money invested and working for you. You may qualify for lower fees as your savings grow with our Group Choices Plan. Speak with a licensed financial services consultant for details.
- Convenient ways to manage your account through my Sun Life and by downloading the my Sun Life mobile app. You’ll even keep the same sign-in ID and password.
- Selection of diverse investment funds from leading institutional investment managers to let you invest in a way that works for you.
Available Group Choices Plans:
Group Choices Savings Plans
For similar investment options and competitive management fees, you can transfer your registered and non-registered savings from your workplace savings plan to the appropriate Group Choices Plan:
- Group Choices Registered Retirement Savings Plan (RRSP)
- Group Choices Non-registered Plan (NREG)
- Group Choices Tax-free Savings Account (TFSA)
Group Choices Retirement Income Plan
Offers a variety of income options to suit your needs. It will also give you the competitive fees, investment options and convenient account access you’re used to.
Already a Choices member?
Go to sunlife.ca/choices to get helpful tools and information related to your Choices plan.
Other savings options
As well as offering Group Choices, Sun Life has a range of savings and investment products that can help you reach your goals, including guaranteed interest products and segregated funds.