Vorsorge der BDO AG provides advisory services on retirement and pension matters, focusing on the three-pillar system, funding issues and tax-related structuring. Services include individual case advice on first- to third-pillar arrangements and support on occupational pension issues involving employers and employees.
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Industry:Pension Funds
✓ Offered9
Audit of Annual Financial Statements according to Swiss GAAP FER 26
Audit of annual financial statements according to Swiss GAAP FER 26 for occupational pension institutions, with specialized review in the field of occupational retirement provision.
Advisory on (Partial) Liquidations
Advisory services for liquidations and partial liquidations of pension institutions, including expert support for the relevant legal and organizational steps.
Insurance-technical Administration
Insurance-technical administration for occupational pension institutions, supported by qualified specialists in the field of occupational retirement provision.
Bookkeeping and Controlling
Bookkeeping and controlling for pension institutions, with ongoing financial management and monitoring of the relevant key figures.
Securities Administration
Securities administration for pension funds and other occupational pension institutions, as part of their administrative and financial support.
Property Management and Valuations
Property management and valuations for pension institutions, including support with the management and valuation of real-estate assets.
Administration and Savings Bank Software
Administration and savings bank software for pension institutions, to support administration, accounting and operational processes.
VAT Consulting
VAT consulting for pension funds and pension institutions, in particular for tax questions in the operational and administrative environment.
Conducting Information Events
Conducting information events for pension institutions, especially for professional orientation and exchange on current developments.
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