For more than 33 years, Sun Life Retirement Services* and its predecessors have been at the forefront of innovation and leadership in the retirement plan industry. Sun Life Retirement Services provides bundled and unbundled defined contribution plan services including: record keeping, plan administration & compliance services, communications, education, investment guidance, and merger & acquisition assistance. Our plans are fully supported by dedicated client service teams, state-of-the-art record keeping and administrative systems, and voice and Internet technology. Sun Life Retirement Services continues to lead the industry in developing areas such as fee transparency, open architecture and fiduciary support.
Formed in 1973 as the retirement division of MFS Investment Management, in 2006 MFS Retirement Services, Inc. became a separate operating subsidiary of Sun Life Retirement Services. Today it serves over 5,700 retirement plan sponsors and over 1.4 million retirement plan participants. As of December 31, 2006, Sun Life Retirement Plan Services had more than $15.8 billion in retirement assets under record keeping management. For more information, please visit us at www.sunliferetirement.com.
*Sun Life Retirement Services is the marketing name for Sun Life Retirement Services (U.S.), Inc., a member of the Sun Life Financial group of companies.
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