Pension funds

Structuring and set-up of pension funds

  • Set-up of plan and consulting on the appropriate vehicle (SEPCAV, ASSEP, pension funds under insurance legislation)
  • Drafting of the articles of incorporation, pension rules and funding plans
  • Liaison with the appropriate authorities (IGSS – Inspection Générale de la Sécurité Sociale, CSSF – Commission de Surveillance du Secteur Financier, CAA – Commissariat aux Assurances de Luxembourg)
  • Asset liability management and risk management
  • Administration services for a pension fund (accounting, financial reporting, tax filing)
  • Valuation of liabilities and actuarial reporting
  • Performance measurement