• Pension funds advice

    Individual, practice-oriented and forward-looking

    Aerial view Zurich - Limmat towards Lake Zurich

Pension funds advice

Are you looking for an alternative to collective foundations? We will show you the advantages and disadvantages of a voluntary pension fund and support you in your role as a foundation board member in all aspects of pension fund advice.

  • Keeping foundation bookkeeping and foundation accounts
  • Establishment, expansion, reorganization and dissolution of plans
  • Legal and tax advice in the area of compulsory and non-compulsory pension plans (executive pension plans, welfare funds, etc.)
  • Assessment of insurance coverage (overinsurance, gaps, etc.) including review of offers
  • Retirement planning with corresponding financial planning

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Position | Pfiffner AG