Management of occupational pension funds

We provide a dynamic and effective management of occupational pension funds to limit the administrative workload
and ensure perfect coverage of risks at the right price.

What we do specifically

From the plan definition to change management, we handle all administrative flows associated with your occupational pension fund and ensure the timely transmission of appropriate and correct information to all stakeholders.

We analyse pension funds and help you choose a provider, taking into account the different risks and opportunities.

We adapt the choice of the pension model to your situation and needs (group foundation, with individual choice of investments or comprehensive insurance).

We manage calls for tenders on the pensions market and monitor the implementation or renewal of policies.

We propose and establish one or more pension plans adapted to your budget.

We make sure your policies are suitable and support you in providing information to employees.

We manage entries, exits and changes in your HR database.

We control contributions and premium checking accounts.

We control and send documents of the pension fund, or make them available electronically.

We support HR with awareness-raising campaigns on partner announcements, information on take overs and on the choice of retirement plans.

We accompany your joint committee on retirement planning, by communicating regularly about the evolution of the situation of your pension fund(s).

We take part in meetings of your joint committee in collaboration with the contact people from your pension fund(s).

Request an offer

Benefit from a help desk to answer employee questions.

We support your employees in managing and understanding their retirement plans. We help them with their administrative procedures and inform them of advantages your company offers.

We offer in particular:

Support with buy-outs to encourage home ownership

Support with applications for retirement benefits or in the event of disability or death

Neutral advice on individual retirement solutions (third pillar)

Individualised multilingual advice by telephone or email

Organising presentations on the Swiss pensions system and benefits that you offer

Management of buy-out campaigns

Advice in the case of long-term claims

Support in case of litigation with your pension fund

HOURS

From 8:30 a.m. to 12:00
From 1:30 p.m. to 5:30 p.m.

OPENING DAYS

Monday to Friday

4 LANGUAGES

French | English | German | Spanish

The little extras : customised communication tools.

Our marketing team provides various communication materials to facilitate communication and maximise its impact on the concerned audience.

Presentation of the Swiss social system

Presentations to better understand our three-pillar system

We organise information sessions with your employees to explain the Swiss social system and provide animated videos to get the most important messages across.

Explanatory video: pension fund buy-out

A video to help understand what pension fund buy-out is

We provide a short and entertaining animated video to explain the meaning of the buy-out of an occupational pension plan and how it works.

Explanatory video: end of employment and the pension fund

Interactive videos to help understand the various different cases

We provide interactive videos illustrating three representative cases of end-of-employment situations in order to highlight their effects on the occupational benefit plan.

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