Company pension scheme for payroll accountants - basics

Basic knowledge and practical cases

This training is held in German.
In times of uncertain pensions, occupational pension schemes are becoming increasingly important. As a result, payroll and HR departments are increasingly having to deal with tax and social security regulations. In this training , you will learn about the accounting of the various implementation methods and individual forms of occupational pension schemes and become familiar with the most important effects within payroll accounting.

Contents

Basics of the company pension scheme

  • Difference between upstream and downstream taxation.
  • Legal entitlement to deferred compensation, internal and external implementation channels.

The five implementation channels at a glance

  • Direct insurance (old and new commitments), pension funds, pension funds, direct commitments and relief funds, sample calculations for various forms of pension funds and direct insurance commitments. The focus is on direct insurance and pension funds.

Savings phase

  • Differentiation between old/new commitments, right to information, detailed presentation of wage tax and social security regulations, flat-rate options for old direct insurance policies, many specific practical examples.

Pension/payout phase

  • Overview of deferred taxation, brief description of the tax treatment of pension payments and company pensions, overview of the treatment of company pensions under contribution law.

Combination options within the various implementation channels

  • Interaction of external and internal implementation channels, optimal use of tax and social security funding options.

Take-away options for the occupational pension scheme

  • Assumption of the commitment and transfer options, transfer agreement of the insurance industry.

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

  • You will receive a complete overview of the implementation channels and options for company pension schemes.
  • You will learn the basic principles of the treatment of all implementation channels in the savings and payout phase.
  • You will receive the basic knowledge you need to correctly process and check the occupational pension scheme in payroll accounting.

Methods

Lecture, concrete case studies, comprehensive script with checklists, exercises and concrete recommendations for your practice.

Recommended for

Specialists in payroll offices and accounting who need to account for occupational pension schemes reliably and correctly and who have little or no experience in this area.

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Attendees comments

"The complex topic was explained very clearly. Good script for later reference!"

Christian Spang
Systemair GmbH

"Good and relaxed case studies."

Petra Greiling
WNT Germany GmbH

"A smooth process from registration to the end of the seminar. Very good quality of the seminar."

Martina Schmid
ISOVOLTA Gatex GmbH

"I particularly liked the fact that the short tasks were able to test the learning content and immediately demonstrate the learning success."

Gabriele Sasse
ArcelorMittal GmbH

"I can recommend the training because of the very good lecturer, the logical structure of the content and the very good presentation." 

Stephan Buchhold
St. Nicolaiheim

Seminar evaluation for "Company pension scheme for payroll accountants - basics"

4.5 from 5
with 602 reviews
training content:
4.5
Content comprehensibility:
4.5
Practical relevance:
4.3
Trainer expertise:
4.8
Participant orientation:
4.7
Method variety:
4.5
On-site training together
Booking number
9557
€ 740,- plus VAT
1 day
in 4 locations
4 Events
German
In-person trainings
Joint online training
Booking number
32385
€ 740,- plus VAT
1 day
Online
4 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)
1 day
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Start dates and details

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06.06.2025
Düsseldorf
Booking number: 9557
€ 740,- plus VAT.
€ 880.60 incl. VAT.
Venue
Sheraton Düsseldorf Airport Hotel
Sheraton Düsseldorf Airport Hotel
Terminal Ring 4, 40474 Düsseldorf
Room rate: € 156,42 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
1 day
Limited number of participants

Friday, 06.06.2025

09:00 am - 5:00 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.
04.07.2025
Live-Online
Booking number: 32385
€ 740,- plus VAT.
€ 880.60 incl. VAT.
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Days & Times
1 day
Limited number of participants

Friday, 04.07.2025

09:00 am - 5:00 pm

27.08.2025
Hamburg
Booking number: 9557
€ 740,- plus VAT.
€ 880.60 incl. VAT.
Venue
Arcotel Rubin
Arcotel Rubin
Steindamm 63, 20099 Hamburg
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
1 day
Limited number of participants

Wednesday, 27.08.2025

09:00 am - 5:00 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.
10.09.2025
Live-Online
Booking number: 32385
€ 740,- plus VAT.
€ 880.60 incl. VAT.
Course
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1 day
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Wednesday, 10.09.2025

09:00 am - 5:00 pm

04.11.2025
Munich
Booking number: 9557
€ 740,- plus VAT.
€ 880.60 incl. VAT.
Venue
Holiday Inn Unterhaching
Holiday Inn Unterhaching
Inselkammerstraße 7-9, 82008 Munich
Room rate: € 128,39 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
1 day
Limited number of participants

Tuesday, 04.11.2025

09:00 am - 5:00 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.
15.12.2025
Live-Online
Booking number: 32385
€ 740,- plus VAT.
€ 880.60 incl. VAT.
Course
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Days & Times
1 day
Limited number of participants

Monday, 15.12.2025

09:00 am - 5:00 pm

02.02.2026
Berlin
Booking number: 9557
€ 740,- plus VAT.
€ 880.60 incl. VAT.
Venue
centrovital Hotel
centrovital Hotel
Brauereihof 6, 13585 Berlin
Room rate: € 126,16 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
1 day
Limited number of participants

Monday, 02.02.2026

09:00 am - 5:00 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.
11.03.2026
Live-Online
Booking number: 32385
€ 740,- plus VAT.
€ 880.60 incl. VAT.
Course
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Technical notes
We use various software to conduct our online events.
Days & Times
1 day
Limited number of participants

Wednesday, 11.03.2026

09:00 am - 5:00 pm

Sufficient places are still free.
Don't wait too long to book.
Fully booked.
Training is guaranteed to take place
Booking number: 9557
€ 740,- plus VAT.
€ 880.60 incl. VAT.
Details
1 day
Limited number of participants
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: 32385
€ 740,- plus VAT.
€ 880.60 incl. VAT.
Details
1 day
Limited number of participants
Book later
You are welcome to make a non-binding advance reservation.
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Why you should attend a bAV training

The topic of company pension schemes (bAV) is of great importance in companies today. As a expert expert, you must therefore always be up to date with the latest information on occupational pension schemes. In addition, the topic of occupational pension schemes is very complex and involves liability scenarios that should not be underestimated, as there are always current changes and adjustments as well as different special regulations. It is often difficult to maintain an overview here, especially with regard to the different ways of implementing occupational pension schemes. Special occupational pension seminars offer an ideal opportunity to build up or further develop know-how. experts with practical experience not only impart the necessary specialist knowledge in our bAV seminars and bAV online training courses, but also support the transfer to everyday company life with case studies, such as deferred compensation example payroll accounting or bAV payroll accounting example, checklists, exercises and concrete recommendations for action.

 

Basic or advanced - what is the right bAV training or bAV online training for me?

Depending on your individual prior knowledge and personal goals for occupational pension training, you can choose from a range of occupational pension seminars to suit your needs. In order to be generally well-positioned and well-informed on the subject of occupational pension schemes, it is advisable to attend a seminar or an online occupational pension scheme training course on the basics of occupational pension schemes in order to gain a general overview of the occupational pension scheme implementation methods, deferred compensation example payroll accounting, occupational pension scheme payroll accounting example and options for occupational pension schemes. The basic knowledge provided in this bAV training or a bAV online training course gives you all the information you need to correctly process and check the bAV in payroll accounting.
Building on this, there are further seminars on the subject in which you will also learn where the interfaces between occupational pension schemes and employment and insurance law lie and how to deal with external consultants and the insurance industry. In addition, the special features of the current legal situation - currently in particular the EU Mobility Directive and the Occupational Pensions Reinforcement Act - are also included in supplementary occupational pension training courses.

We recommend the "Company pension scheme for payroll accountants - advanced" training .

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