SwissPension AG

We provide the following services for an implementation project:

• Regulation implementation
• Definition and implementation of processes and business cases
• Project management
• Data transfer
• Creation of interfaces
• Installation
• Training
• Support during testing, parallel operation, and go-live

Swiss Pension Highlights

• Modern, comprehensive, and flexible pension fund management software for collective and joint foundations, for autonomous and semi-autonomous foundations
• Flexible and customized plan management at the BVG, foundation, employer, and/or category levels
• Asset and pension management in a single program with integrated transfer (retirement, death, disability)
• BVG shadow accounting including automatic updates of the BVG plan
• Business cases including workflow (pending items, integrated electronic checklists, warning and notification system, four- or six-eye controls)
• Automatic completion of documents/correspondence per business case (multilingual)
• Storage of all official forms of the Federal Tax Administration
• Wide range of services Selection of lists and reports for technical balance sheets, accounting, annual financial statements, form letters, and statistics
• Individual reports (multilingual)
• Simulation of all calculations, pausing of business transactions, and details of calculated values ​​(e.g., projections with all details for each year)
• Very fast processing and calculation times
• Flexible user management with teams and authorization groups

Optional interfaces and modules Swiss Pension

• Debt collection (accounts receivable and dunning)
• Calculation of pension present values ​​and rates for offers (e.g., BVG, EVK, VZ, Mobiliar)
• Electronic archiving (integrated filing system or interface to third-party providers: ELO, Kendox, dg hyparchive, DocuWare)
• Interface to various payroll programs (e.g., SAP, ABACUS, Navision)
• Interface to various financial accounting programs (e.g., ABACUS, Sage, SAP)
• Interface to the Central Clearing Office (ZAS, UPI Viewer, and UPI Service)
• BVG Exchange with the supple-mentary pension fund and other pension funds (sending and receiving)
• Interface to TaxWare
• Interface to eBill
• Interface to Skribble (digital document signing)
• Interface to ePost, Switzerland's official digital mailbox
• Interface to ELM 5.2

Highlights of the Swiss Pension Internet

• Multilingual portal for employers, brokers, active employees, retirees, and external partners
• Changes: Entries, master data, salary and employment rate, unpaid leave, departure, election plan, annual financial statements
• Simulations: Entries, purchase, WEF, divorce, retirement
• Unrestricted access to current data, including contribution and accounts receivable
• Maximum data security guaranteed
• Changes for the same insured person possible several times a day (corrections)
• Possibility of accessing archived data at the foundation, employer, and insured person levels

Optional interfaces and modules of the Swiss Pension Internet

• Changes to portfolios, salary reports, and address data
• Account statements
• Quotation tool for employers and brokers
• Insured person app for "Swiss Pension" (available for iOS and Android)

Architecture

• Microsoft .NET Framework 4.8
• Microsoft SQL Server 2019 or higher
• Full integration with Microsoft Office 2013 or higher
• XML interfaces to Snapform Viewer or other programs