Advising pension funds and companies is our core business. Our 18 pension fund experts and a committed team of pension advisors have the necessary expertise to cover each and every issue relating to the second pillar. We perform the statutory function of expert for occupational benefits for around 200 pension funds and are responsible for preparing the benefit plan accounts according to international financial reporting standards for some 300 companies. You can place your trust in our expertise in the following areas, for example:
- Financial stabilisation of benefit institutions
- Development of participation models
- Preparation or review of plan rules
- The conception and design of benefit plans
- Establishment of benefit institutions (e.g. 1e foundations)
- Calculation of benefit capital and technical reserves
- Preparation and review of actuarial reports
- The settlement of mergers, liquidations and partial liquidations of benefit institutions
- Advice on changes to the law
- Risk analyses: calculation of the claims experience, review of risk contributions
- Comparison of benefit institutions (benchmarking)
- Needs-based training of boards of trustees
- Communication of plan changes or other pension issues for insured persons; design and participation in information events
As a contact for pension funds (managing directors, boards of trustees etc.) and companies (financial managers, HR managers etc.), we are always at your side in all matters in a supportive, transparent and solution-oriented manner.