RB – OCCUP­A­TIO­NAL PEN­SI­ON LAW

In the spe­cial field of occup­a­tio­nal pen­si­on sche­mes we have many years of pro­ven expe­ri­ence and the necessa­ry expert know­ledge and have alrea­dy estab­lis­hed, desi­gned and rest­ruc­tu­red pen­si­on sche­mes for nume­rous medi­um-sized and lar­ge com­pa­nies. We will be plea­sed to advi­se you on a legal­ly com­pli­ant intro­duc­tion of an occup­a­tio­nal pen­si­on sche­me, on adap­ting your exis­ting sche­me to the con­stant­ly chan­ging legal requi­re­ments (in par­ti­cu­lar the Ger­man Act to Streng­t­hen Com­pa­ny Pen­si­ons, inno­va­tions in social secu­ri­ty law and tax law) and on rest­ruc­tu­ring of pen­si­on sche­mes with a view to finan­cial aspects, as well. We are fami­li­ar with the typi­cal arran­ge­ments, know how to cor­rect­ly assess and avoid lia­bi­li­ty risks and help you to estab­lish and main­tain an attrac­ti­ve sys­tem by taking advan­ta­ge of tax and social secu­ri­ty bene­fits.

Our ran­ge of con­sul­tancy ser­vices inclu­des the designing of collec­ti­ve pen­si­on sche­mes for employees (works agree­ment, collec­ti­ve bar­gai­ning agree­ment) as well as pen­si­on sche­mes for mana­ging direc­tors and board mem­bers — inclu­ding cor­po­ra­te, ser­vice and tax law — and for exe­cu­ti­ve employees.

In the con­text of com­pa­ny acqui­si­ti­ons, trans­for­ma­ti­on pro­ces­ses and trans­fers of busi­nes­ses, the cor­rect hand­ling of the­se mat­ters is an important mea­su­re for avoiding legal issu­es and an eco­no­mic suc­cess of a tran­sac­tion. With our help, you will be able to ade­qua­te­ly eva­lua­te lia­bi­li­ties, know the necessa­ry levers and risks, and take into account occup­a­tio­nal pen­si­on sche­mes at the right time (due dili­gence, inclu­si­on in con­trac­tu­al docu­ments, post-mer­ger inte­gra­ti­on and har­mo­ni­sa­ti­on).

Of cour­se, we are also very fami­li­ar with the admi­nis­tra­ti­on of pen­si­on sche­mes (inclu­ding infor­ma­ti­on sharing, enfor­ce­ment and defence of claims — in and out of court -; requi­red pen­si­on incre­a­ses) and dealing with insu­rers, funds, insuran­ce com­pa­nies and the Pen­si­ons­si­che­rungs­ver­ein (PSVaG).

We have an excel­lent net­work and will be hap­py to work with your actua­ry, tax advi­sor, pen­si­on advi­sor, insuran­ce bro­ker or pen­si­on com­pa­ny or, if necessa­ry, we will add the appro­pria­te part­ner from our net­work.

Key­words

  • Eli­gi­bi­li­ty
  • Non-for­feit­u­re
  • Imple­men­ta­ti­on methods
  • Com­pa­ny pen­si­on
  • Co-deter­mi­na­ti­on

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