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Gresham-Barlow School District

Sun Life

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

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

Landing Pages

Product and Fee Information

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

Marketing Information

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

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

 

Gresham-Barlow Status

If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.

Gresham-Barlow Plan Number

When contacting Sun Life to open an account, please reference Plan Number: To Be Determined

Gresham-Barlow Local Contacts

The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

Investment Options

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

Roth 403(b) Contribution Policy

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

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact Sun Life to request your form.