Plan design

Design and implementation of occupational pension plans

We guide local and multinational companies in the design, review or implementation of their occupational pension plans keeping in mind local practice and corporate culture.

This includes:

  • Development of a plan concept and structuring of benefits
  • Determination of the most appropriate financial vehicle: internal book reserve, external group insurance or external pension fund
  • Tax optimisation and mobility plans for expatriates
  • Conducting local benchmarking studies
  • Costing of pension schemes
  • Determination of funding deficits of pension plans
  • Coordination of plans and projects covering several service providers, e. g. creating an inventory of plans
  • Multinational pooling
  • Distilling key pension issues as part of due diligence
  • Organizing tender for providers and portfolio managers
  • Drafting pension plan documentation
  • Communication with staff