Case study Statement designSun Life Financial is a leading international financial services company, helping their customers develop solid financial plans through a wide range of insurance and investment products. They’re also a leading supplier of group benefits and group retirement savings plans in Canada.Their challenge Workplace-defined contribution plans help employees save for retirement, with employer contributions making up a big part of their compensation. Because these plans shift responsibility for investment decisions onto employees, it is critical for employees to understand their options and track how their investments are doing. However, when Sun Life Financial talked to employers, they learned that: • Only 5% of employers were “very satisfied” that their

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