Company pension schemes in practice

Introduction to the legal basis of occupational pension schemes

This training is held in German.
You will receive a systematic introduction to the basics of company pension schemes based on the latest legislation and case law. You will then have an overview of the key employment, tax and social security regulations and receive an introduction to the liability risks of company pension schemes. You will then have up-to-date and well-founded background knowledge that is necessary for your daily work.

Contents

New and up-to-date

  • The "15%" mandatory employer contribution to deferred compensation and the first court decisions on this.
  • Insolvency protection obligation for pension fund commitments and employer contribution obligation.
  • Legislation and case law on insurance contract solutions and claim limitations for direct insurance and pension funds.
  • Changed information obligations.

Fundamentals of company pension schemes under labor law

  • Concept and nature of company pension schemes, differentiation from other company social benefits, pension commitments.
  • Direct and indirect implementation channels, direct insurance, pension funds, pension funds, provident funds, composite pension schemes.
  • Overview of the Occupational Pensions Act: vesting, severance pay, portability, insolvency protection, pension increases.
  • The liability-free defined contribution plan, the collective bargaining partner model. 

Special features of deferred compensation

  • Definition of deferred compensation, legal entitlement to deferred compensation, rights and freedoms of the employer, special features of deferred compensation.
  • Automatic deferred compensation (option model).
  • The mandatory 15% employer contribution to deferred compensation with detailed examples. 

Tax treatment and social security regulations

  • System of social security contributions, impact on deferred compensation, problem of subsequent contributions for high earners.
  • The tax-free gross deposit with new subsidy limits, multiplication.
  • The subsidy for low-income earners, the improved Riester subsidy.
  • Lump-sum taxation.
  • Pension provisions and contributions to provident funds.
  • Interaction of several pension commitments and of deferred compensation and employer benefits.
  • Subsequent taxation, taxation of the income share.

The liability of the employer

  • Principles of liability, sources of risk, replenishment risks, liability in the case of deferred compensation, comprehensive commitment, limits of advice and information.

Information for Employees

  • Duty to inform, pension aspect and tax-saving aspect, content of advisory protocols, typical and homemade advisory traps, division of labor with insurers and external consultants, notes on documentation.

Personnel practice - with current case studies

  • The new information obligations, notifications and certificates, retention obligations, continuation during parental leave, employees leaving the company and vesting, changes to the insurance contract solution, pension equalization, portability, right to transfer, transfer agreement, benefit case and payment of benefits, payment of taxes and social security contributions, pension notification, purchasing power equalization.

Learning environment

In your online learning environment, you will find useful information, downloads and extra services for this qualification measure after you have registered.

Your benefit

Practice-oriented and based on examples you will receive

  • A systematic introduction to the basics of company pension schemes,
  • the current status of legal regulations,
  • Information on handling company pension schemes with low liability and on minimizing risk, and
  • Recommendations for day-to-day HR work.

In both face-to-face and training training, the workshop character is important to us and you have the opportunity to discuss your current questions with the speaker.

Methods

In-person events

Practice-oriented training with concrete tips for daily work, lecture, examples, practical cases, room for discussion, partly workshop character.

Live online events

Practice-oriented training with concrete tips for daily work, lecture, examples, practical cases, room for discussion, workshop character.

Recommended for

Employees of HR departments, HR manager and executives who want to systematically acquire or refresh the necessary basic knowledge, Employees of company pension schemes, financial service providers of banks and savings banks, Employees of insurance companies, brokers as well as tax consultants and auditors.

The training is suitable for beginners, but due to the amount of material, previous knowledge or initial practical experience is very helpful.

Open Badges - Show what you can do digitally too.

Open Badges are recognized, digital certificates of participation. These verifiable credentials are the current standard for integration in career networks such as LinkedIn.

With them, you digitally demonstrate the competences you possess. After successful completion, you will receive an Open Badge from us.

Read more

Attendees comments

"The lecturer had extensive specialist knowledge, which he was able to convey very well. The documents are very comprehensive and helpful for practical implementation."

Daniela Rohde
Fressnapf Tiernahrungs GmbH, Krefeld

"The speaker is very competent and responds very well to the participants' questions. I would definitely attend seminars by this speaker again."

Jessica Mielast
Dresden University Hospital, Dresden

"The training was very well related to practice. The small group size meant there was plenty of time for questions from the participants."

Martina Brandl
SMP Deutschland GmbH, Neustadt an der Donau

Seminar evaluation for "Company pension schemes in practice"

4.4 from 5
with 578 reviews
training content:
4.4
Content comprehensibility:
4.4
Practical relevance:
4.1
Trainer expertise:
4.9
Participant orientation:
4.6
Method variety:
4.3
On-site training together
Booking number
5207
€ 1.520,- plus VAT
2 days
in 2 locations
2 Events
German
In-person trainings
Joint online training
Booking number
33597
€ 1.520,- plus VAT
2 days
Online
2 Events
German
Live online events
Train several employees internally
Pricing upon request
  • Customized training courses according to your needs
  • Directly at your premises or online
  • Cost advantage from 5 participants
  • We contact you within 24 hours (Mon-Fri)
2 days
In-person or Online

Start dates and details

  Select time period
0 events
25.06.2025
Live-Online
Booking number: 33597
€ 1.520,- plus VAT.
€ 1,808.80 incl. VAT.
Course
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Technical notes
We use various software to conduct our online events.
Days & Times
2 days

Wednesday, 25.06.2025

09:00 am - 5:00 pm

Thursday, 26.06.2025

08:30 am - 4:00 pm

18.09.2025
Berlin
Booking number: 5207
€ 1.520,- plus VAT.
€ 1,808.80 incl. VAT.
Venue
Mercure Hotel Berlin Tempelhof
Mercure Hotel Berlin Tempelhof
Hermannstraße 214-21, 12049 Berlin
Room rate: € 133,68 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
2 days

Thursday, 18.09.2025

09:00 am - 5:00 pm

Friday, 19.09.2025

08:30 am - 4:00 pm

Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
15.10.2025
Live-Online
Booking number: 33597
€ 1.520,- plus VAT.
€ 1,808.80 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Days & Times
2 days

Wednesday, 15.10.2025

09:00 am - 5:00 pm

Thursday, 16.10.2025

08:30 am - 4:00 pm

16.12.2025
Frankfurt a. M./Kelsterbach
Booking number: 5207
€ 1.520,- plus VAT.
€ 1,808.80 incl. VAT.
Venue
Vienna House Easy Frankfurt Airport
Vienna House Easy Frankfurt Airport
Am Weiher 20, 65451 Frankfurt a. M./Kelsterbach
Room rate: € 88,12 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
2 days

Tuesday, 16.12.2025

09:00 am - 5:00 pm

Wednesday, 17.12.2025

08:30 am - 4:00 pm

Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
Sufficient places are still free.
Don't wait too long to book.
Fully booked.
Training is guaranteed to take place
Booking number: 5207
€ 1.520,- plus VAT.
€ 1,808.80 incl. VAT.
Details
2 days
Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
Booking number: 33597
€ 1.520,- plus VAT.
€ 1,808.80 incl. VAT.
Details
2 days
Book later
You are welcome to make a non-binding advance reservation.
No suitable date?
You are welcome to be notified by e-mail as soon as new dates are released.
Also bookable as in-house training
demand-oriented adaptations possible
on-site or live online for multiple employees
save time and traveling expenses
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