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Sun Life
(aka: Sun Life)
Vendor General Information

This Vendor Page has not been approved by Sun Life,
but the information provided should be useful to you.

Sun Life (aka: Sun Life) - General Status

Sun Life is exiting the 403(b) market. Sun Life has stopped accepting new applications as of 10/1/08 and will no longer accept contributions after 12/31/08. Sun Life will continue to manage existing accounts.

Sun Life has provided this PDF documentation: View / Download

Sun Life (aka: Sun Life) Web Homepage

Sun Life Homepage may be accessed here .

Product Information

Click the link(s) below for information on Sun Life investment products:

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Fee Information

Click the link(s) below for information on the fees associated with Sun Life accounts:

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403(b) Investment Options

Sun Life offers the following type(s) of 403(b) investment option:

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Roth 403(b) Contribution Policy

Sun Life does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Sun Life are marketed using the following approaches:

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Helpful Employee Resources

Sun Life has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Sun Life provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Sun Life, please visit our General Sun Life Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

Vendor Forms and Online Submissions Links

Sun Life has not provided copies of or links to any Vendor Forms. Please contact Sun Life to request any forms you might need.

 

Employers for which Sun Life (aka: Sun Life) is Eligible to Receive Contributions

Important: The list below represents those Employers in whose 403(b) Plans Sun Life holds an Active Payroll Slot:

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Important: The list below represents those Employers in whose 403(b) Plans Sun Life holds an Inactive Payroll Slot:

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Employers for which Sun Life is Eligible to Receive Exchanges, Transfers, and Rollovers

Important: The list below represents those Employers in whose 403(b) Plans Sun Life is eligible to receive exchanges, transfers, and rollover contributions because Sun Life has signed a Direct Information Sharing Agreement with Employers in this list:

Employers for which Sun Life is an Orphaned Vendor

An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans Sun Life is classified as an Orphaned Vendor:

Employers for which Sun Life is a Deselected Vendor

Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where Sun Life is a Deselected Vendor.

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Employers for which Sun Life is a Grandfathered Vendor

Important: The list below represents those Employers in whose 403(b) Plans Sun Life is classified as a Grandfathered Contribution Vendor:

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Important: The list below represents those Employers in whose 403(b) Plans Sun Life is classified as a Grandfathered Exchange Vendor:

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