Ecovor Vorsorgedienstleistungen AG

Ecovor – a strong partner

Statutory occupational pension provision under the second pillar involves administrative effort. It helps to have an efficient and flexible service provider specializing in company-owned pension funds at your side.

With know-how and experience

Our team has many years of industry experience. This enables us to offer our corporate clients customized full-service solutions – from implementation, foundation transfer/succession solutions, to routine processing.

Your benefits

With us as a partner, our clients have the security that their pension processes are handled optimally and to the benefit of their company – efficiently and reliably. This relieves the administrative burden on our clients, allowing them to concentrate on their core business.

Our services:

Our range of pension services is broad. We find the right solution for every company. Dedicated personal contacts guarantee a trusting and reliable collaboration.

Management

Our managing directors contribute expertise and many years of experience. Key service tasks include:

• Supporting the Board of Trustees in technical matters
• Organizing Board of Trustees meetings and taking minutes
• Coordinating and securing connections to and between:
• Board of Trustees, employers, insured persons, and pensioners
• Pension administration
• Accounting
• Asset and property management
• Auditors, pension insurance experts, and contacts with authorities
• Ensuring compliance (ICS)

Pension administration

Our well-coordinated administration team responsibly assumes the routine administration tasks for the pension fund:

• Managing active insurance portfolios and pensioners
• Managing retirement accounts and the BVG shadow account
• Invoicing contributions
• Preparing pension statements
• Processing benefit claims
• Providing information to insured persons and pensioners

Accounting

Accounting plays a particularly important role in the administration processes for the pension fund. Our employees prove every day that they can be relied upon, including in the following areas:

• Accounting in accordance with Swiss GAAP FER 26
• Preparation of the annual financial statements, including balance sheets, operating statements, and notes to the annual financial statements
• Execution of payment transactions
• Liquidity management
• Integration of subsidiary accounting systems such as
• Securities accounting
• Real estate accounting
• Planning, organization, and coordination of the annual financial statements with the auditor

Consulting and Training

Our clients know and appreciate that, in addition to seamless processing, we also provide customized consulting services, including training for selected employees.

• External consulting for foundations and employers
• Training for the foundation board and staff

Additional Services:

In addition to setting up and administering pension funds, as specialists, we also take on demanding additional tasks for our clients in the areas of consulting and conceptual design. These include, in particular:

• Foundation establishments
• Foundation mergers
• Foundation liquidations
• Foundation takeovers/succession solutions

Occupational pensions require strong partners

With our team of insurance professionals, we are available to our customers at any time. If you would like to leverage our expertise for your company, or if you have questions or need support regarding pension funds, please contact us: ecovor.ch