OBT AG

You are the focus at OBT

As a customer, you and your pension fund are our focus. You choose the services you need from our comprehensive range. This way, you receive a solution that meets your requirements. Due to legal changes, adjustments are constantly being made, whether in accounting or the digitalization of work processes. No problem – we constantly stay up to date with the latest developments and advise you accordingly. Around 550 employees (including up to 25 apprentices) are there for our clients in six areas. This makes us one of the most important trust, auditing, and IT firms in Switzerland. We have been serving companies from all sectors, administrations, and public-sector organizations since 1933.

We understand your challenges

The legal requirements of the 2nd pillar are constantly evolving. Implementing the necessary legislative developments continually presents new challenges for foundation boards and management teams. Uncertainties in the financial markets and increased expectations for transparency are just some of today's requirements. Auditing and advising on employee benefit plans is one of our core competencies. Our qualified occupational pension experts have been auditing and advising employee benefit plans for decades and are familiar with their specific industry environment. They communicate with each other on an ongoing basis and stay up-to-date with the latest legal requirements through continuous training. Our offering, tailored to employee benefit plans, can be seamlessly adapted to new situations. This brings you long-term economic benefits. We also implement an audit program specifically developed for employee benefit plans, which provides a clear picture of the current situation.

Auditing your accounts for greater security

We offer the following consulting services tailored to these needs for pension funds:

• Audit of annual financial statements in accordance with Swiss GAAP FER 26
• Planning and final meetings with the Board of Trustees and/or the Executive Committee
• Management letter with key findings based on the audit
• Specific suggestions for improvement and recommendations for the Board of Trustee – Attestation of the annual financial statements for the Board of Trustees
• Process audits (e.g., internal control system, accounts payable workflow)

Overview through consulting and administration

In addition to our auditing activities, we offer other services such as:

• Accounting and controlling
• VAT consulting for real estate

Guarantee digitalization and increased efficiency

We also support you with innovative IT solutions to increase efficiency and tackle digitalization. Our specialists are in constant contact with a wide range of specialist application providers. By combining specific industry solutions for your pension fund administration with the standard Abacus solution for accounting, payroll, and HR, you achieve the best results. Numerous pension funds already benefit from our expertise, which we support in the following digital areas, among others:

• Abacus Business Software (financial accounting, payroll accounting, etc.)
• Mobile time recording with AbaClik
• Employee self-service (payroll accounting, digital expense process)
• OBT data hub for customized interface management (e.g., between specialist applications and financial accounting)
• OBT Swiss Cloud (ISO 27001-certified data center)

Guaranteed added value

Our modular services, tailored to your needs, bring you the following added value:

Leverage synergies

Experienced and proven specialists work in all our specialist areas, who exchange information with one another. The services we offer are practical and meet national and international quality standards. OBT's broad expertise combines to create the optimal solution for you.

Personal Advisor

You will be supported by a personal advisor across all specialist areas. This advisor identifies with your foundation, speaks with you as an equal, and understands your concerns. This forms the basis for a collaborative and sustainable relationship.

Rapid Achievement of Goals

Thanks to our flexibility, flat hierarchy, and short decision-making processes, we respond to inquiries quickly and reliably and implement projects expeditiously. With our commitment, adherence to deadlines, and continuity, we are your reliable partner you can always count on.

The right price-performance ratio

Your needs are our top priority. We take initiative and are committed to working for you. The benefits of our services are concrete and tangible for you. Our lean organization, productive working methods, and pragmatic solutions ensure you receive excellent value for money – exactly as you wish. As a Swiss company, we put our corporate values at the service of our customers. We are only satisfied when our customers are. Our experts are happy to assist you.