Pension fund management

Technical, administrative and accounting management of pension funds

Objectives

Managing a pension fund is a challenge that requires a wide range of specialist knowledge, particularly in the legal, financial, actuarial and communication fields. The advice and support of our specialists is therefore essential to allow you to concentrate fully on your role as a manager or member of a Pension Board. Our specialists have proven skills in administrative and accounting management, all of which is provided within a human-sized and innovative structure.

You are?

A pension fund, a collective foundation or a joint foundation, under private or public law
A company or group of companies with its own pension fund
A pension fund with a “defined-contribution plan” or a “defined-benefits plan”
A pension fund in liquidation
A pension fund for pensioners

Our services

Technical management of active insured persons and pensioners

Manage the technical aspects of active insured persons and pensioners
Manage the savings accounts of active insured persons
Perform simulations

Pension fund administration

Coordinate and monitor the various external bodies
Organise, convene and lead meetings of the Pension Board and any committees (investment, property, etc.)
Meet with insured persons to answer any questions
Record the minutes
Implement, update and maintain an internal control system (ICS)

Management and secretarial services

Provide the necessary data and documents to the auditors, the reinsurer, the pension expert and the supervisory authority

Financial and securities accounting

Manage general and securities accounts
Manage current accounts
Prepare financial statements (annual accounts and notes) in accordance with Swiss GAAP FER 26
Draw up the balance sheet according to IFRS (IAS19), US GAAP and IPSAS

Customised training

Tailor our training programme to your specific needs and to your pension fund
Provide you with trainers who are recognised and dedicated professionals such as pension fund experts, actuaries, investment consultants, lawyers, pension fund managers, human resources specialists, tax specialists and accountants
Provide course materials tailored to the specific training, with practical examples

Advice for insured persons

Inform the insureds of their benefits (pension certificates) and of any regulatory changes
Summarise the institution's activities on an annual basis
Organise training for your staff
Take part in and communicate on plan changes and other issues
Participate in information sessions