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DirectoryBusiness & Technical ServicesManagement ConsultingStäfaSigrist Vorsorge GmbH
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Sigrist Vorsorge GmbH

Summary

About the company

The core activity of Sigrist Vorsorge GmbH is the provision of services in the field of occupational and individual pension planning, in particular: Expert advice for private individuals and companies in the field of occupational pension planning (2nd pillar) and individual pension planning (3rd pillar); Expert support for teams and governing bodies of pension institutions and pension funds; Review and consulting in the development of regulations and statutes; Conducting internal and external training sessions; Support for foundation boards and management of pension institutions. The company thus offers a comprehensive range of services in the field of pension planning, from individual consulting to support for companies and institutions.

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Products & services

Industry:Management Consulting
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Insurance Brokerage & Consulting
✓ Offered6
Specialist advice for pension provision
Individual specialist advice on occupational and private pension provision, pension fund matters, taxes in a pension provision context, and support for insured persons and private individuals.
Specialist support for pension institutions
Specialist support in German and French for teams of pension funds and pension provision institutions, including assistance in day-to-day operations and with specific questions.
Advisory for foundation boards and management bodies
Advice for foundation boards, boards of directors and management bodies of pension funds, as well as mandates to support teams and committees.
Expert opinions and second opinions
Assessment of pension fund solutions and pension provision plans, as well as handling complex questions in pension fund practice as a second opinion.
Regulations and bylaws
Contributing to the drafting as well as revising and updating regulations and bylaws for pension provision institutions and pension funds.

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Location

Lattenbergstrasse 55
8712 Stäfa

At a glance

Legal form
Limited Liability Company
UID
CHE-367.268.767
Founded
2024 · 2 years
Last commercial register change
January 14, 2025
Employees
1 to 10

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