Webinar

Company pension scheme (III): Savings phase

Tax and social security law in the savings phase of the occupational pension scheme

This webinar is held in German.
This training will give you an insight into tax and social security law during the savings phase of company pension schemes. Their correct tax treatment depends on the respective implementation method and involves a number of pitfalls. The application and order of precedence of the applicable paragraphs for mixed financing are also prone to errors and can have expensive financial consequences. This training will show you how to avoid these and how to deal with the various implementation channels in a legally compliant manner.

Webinar series on the bAV advanced seminar:

This webinar can be booked individually or as part of the webinar series online advanced seminar on occupational pensions. For a comprehensive understanding of company pension schemes, we recommend attending all four coordinated webinars - preferably in the following order:

  1. Company pension scheme (I): Labor and insurance law
  2. Company pension scheme (II): BRSG and mandatory employer contribution
  3. Company pension scheme (III): Savings phase
  4. Company pension scheme (IV): Benefit phase

Contents

Compact overview of tax and social security law in the savings phase

  • Correct tax handling of contributions to the various implementation channels.
  • Correct application and order of precedence of sections 3, no. 63 and 40b EStG also in the case of mixed financing.
  • Explanation of the multiplication rules under tax law.
  • Compact overview of low-income support.
  • Clear presentation of the five DFW in social insurance law.
  • Presentation of the order of priority under social security law, also in the case of mixed financing.

Learning environment

Once you have registered, you will find useful information, downloads and extra services relating to this training course in your online learning environment.

Your benefit

  • You will gain confidence in dealing with the various implementation channels under tax law.
  • You can also correctly apply paragraphs 3, no. 63 and 40b EStG to mixed financing.
  • You are familiar with the social security hierarchy for mixed financing.

Methods

Speaker: Lecture using slides with case studies, time for individual questions from participants.

Recommended for

Managers and Employees from HR and payroll departments as well as interested persons who would like to gain a compact overview of statutory and private pension schemes.

This training is not designed for newcomers training You should already have basic knowledge.

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Further recommendations for "Company pension scheme (III): Accumulation phase"

Seminar evaluation for "Company pension scheme (III): Savings phase"

5 from 5
with 4 ratings
training content:
5
Content comprehensibility:
5
Practical relevance:
5
Trainer expertise:
5
Participant orientation:
5
Method variety:
5
Joint online training
Booking number
35299
€ 390,- plus VAT
3 hours
Online
3 Events
German
Events

Start dates and details

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22.09.2025
Live-Online
Booking number: 35299
€ 390,- plus VAT.
€ 464.10 incl. VAT.
Course
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Technical notes
We use various software to conduct our online events.
Days & Times
3 hours

Monday, 22.09.2025

09:00 am - 12:00 pm

06.11.2025
Live-Online
Booking number: 35299
€ 390,- plus VAT.
€ 464.10 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Days & Times
3 hours

Thursday, 06.11.2025

09:00 am - 12:00 pm

09.03.2026
Live-Online
Booking number: 35299
€ 390,- plus VAT.
€ 464.10 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Days & Times
3 hours

Monday, 09.03.2026

09:00 am - 12:00 pm

Sufficient places are still free.
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Training is guaranteed to take place
Booking number: 35299
€ 390,- plus VAT.
€ 464.10 incl. VAT.
Details
3 hours
Booking number: 35299
€ 390,- plus VAT.
€ 464.10 incl. VAT.
Details
3 hours
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