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Sun Life

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

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 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

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.


SPS Status

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

Sun Life Plan Number

When contacting Sun Life or its local contacts, have ready your SPS - Sun Life PLAN OR GROUP NUMBER: To Be Determined

SPS Local Contacts

Some investment companies have financial representatives authorized to do business on their behalves. Others have a do-it-yourself model utilizing robust online participant interfaces. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts.

Information Sharing Agreement, If Applicable

Sun Life has NOT signed any Direct Information Sharing Agreement with SPS or any Umbrella Information Sharing Agreement with CCC. Consequently, Sun Life is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into SPS 403(b) accounts.

Employer Minimum Contribution

SPS does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Sun Life does not require any monthly contribution amount .

403(b) Investment Options

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

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.