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Occupational benefit. Information for employers.

The employers' functions in the occupational benefit scheme are many and varied. On this page you will find all the forms, information sheets and further information that you need as an employer or HR officer for the organization and administration of your occupational benefit scheme.

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ELM for LOB

ELM is the Swissdec payroll reporting standard for Switzerland and stands for “einheitliches Lohnmeldeverfahren” (uniform payroll reporting procedure). With ELM, most LOB-related amendments are supported via an automated data exchange.

Learn more

HR administration

All the forms for HR updates and further information on the individual changes at a glance.

Tools and Services
Video - Employee benefit administration. BVGonline, a service of Helvetia EN   IT   DE  
Information sheet - BVGonline EN   FR   IT   DE   PDF
Information sheet - ELM for LOB EN   FR   IT   DE   PDF
Leaflet - ELM for LOB – Instructions for data transmission EN   FR   IT   DE   PDF
Video - Employee benefit administration. BVGonline, a service of Helvetia
EN   IT   DE  
Information sheet - BVGonline
EN   FR   IT   DE   PDF
Information sheet - ELM for LOB
EN   FR   IT   DE   PDF
Leaflet - ELM for LOB – Instructions for data transmission
EN   FR   IT   DE   PDF
Payment details
Bank details Helvetia Group Foundation EN   FR   IT   DE  
Bank details Helvetia Pris­ma Group Foundation EN   FR   IT   DE  
Bank details Helvetia LOB Invest Group Foundation EN   FR   IT   DE  
Bank details Helvetia Group Foundation
EN   FR   IT   DE  
Bank details Helvetia Pris­ma Group Foundation
EN   FR   IT   DE  
Bank details Helvetia LOB Invest Group Foundation
EN   FR   IT   DE  
Admittance to the pension fund
Form - Entry of a new employee EN   FR   IT   DE  
Form - Entry of a new employee
EN   FR   IT   DE  
Staff updates
Leaflet - Annual salary reporting in occupational benefit schemes EN   FR   IT   DE   PDF
Form - Amendments (Salary, ...) EN   FR   IT   DE  
Information sheet - Interruption of work by seasonally employed persons EN   FR   IT   DE   PDF
Form - Interruption of work by seasonally employed persons EN   FR   IT   DE  
Form - Resumption of work EN   FR   IT   DE  
Information sheet - Unpaid leave EN   FR   IT   DE   PDF
Form - Notification of unpaid leave EN   FR   IT   DE  
Leaflet - Incapacity to Work or Earning Disability EN   FR   IT   DE   PDF
Form - Incapacity to Work or Earning Disability EN   FR   IT   DE  
Form - Medical certificate of disability FR   IT   DE   PDF
Leaflet - Annual salary reporting in occupational benefit schemes
EN   FR   IT   DE   PDF
Form - Amendments (Salary, ...)
EN   FR   IT   DE  
Information sheet - Interruption of work by seasonally employed persons
EN   FR   IT   DE   PDF
Form - Interruption of work by seasonally employed persons
EN   FR   IT   DE  
Form - Resumption of work
EN   FR   IT   DE  
Information sheet - Unpaid leave
EN   FR   IT   DE   PDF
Form - Notification of unpaid leave
EN   FR   IT   DE  
Leaflet - Incapacity to Work or Earning Disability
EN   FR   IT   DE   PDF
Form - Incapacity to Work or Earning Disability
EN   FR   IT   DE  
Form - Medical certificate of disability
FR   IT   DE   PDF
Leaving the pension fund
Form - Termination of employment EN   FR   IT   DE  
Information sheet - Early retirement EN   FR   IT   DE   PDF
Form - Flexible retirement EN   FR   IT   DE  
Information sheet - Early retirement models for the construction industry EN   FR   IT   DE   PDF
Form - Industry-specific early retirement solution EN   FR   IT   DE  
Supplementary Conditions Helvetia LOB Invest - Industry-specific early retirement solution EN   FR   IT   DE   PDF
Supplementary Conditions Helvetia Group Foundation - Industry-specific early retirement solution EN   FR   IT   DE   PDF
Information sheet - Deferred retirement EN   FR   IT   DE   PDF
Form - Deferral of retirement benefits (Art. 13b LOB) EN   FR   IT   DE  
Form - Continued insurance (Art. 33b LOB) EN   FR   IT   DE  
Information sheet - Unemployment EN   FR   IT   DE   PDF
Information sheet - Continued Insurance Art. 47a LOB EN   FR   IT   DE   PDF
Supplementary Conditions Helvetia LOB Invest - Continued Insurance Art. 47a LOB EN   FR   IT   DE   PDF
Supplementary Conditions Helvetia Group Foundation - Continued Insurance Art. 47a LOB EN   FR   IT   DE   PDF
Brochure - Vested benefits solutions EN   FR   IT   DE   PDF
Form - Announcement of death EN   FR   IT   DE  
Information sheet - Bilateral agreements Switzerland/EU EN   FR   IT   DE   PDF
Form - Termination of employment
EN   FR   IT   DE  
Information sheet - Early retirement
EN   FR   IT   DE   PDF
Form - Flexible retirement
EN   FR   IT   DE  
Information sheet - Early retirement models for the construction industry
EN   FR   IT   DE   PDF
Form - Industry-specific early retirement solution
EN   FR   IT   DE  
Supplementary Conditions Helvetia LOB Invest - Industry-specific early retirement solution
EN   FR   IT   DE   PDF
Supplementary Conditions Helvetia Group Foundation - Industry-specific early retirement solution
EN   FR   IT   DE   PDF
Information sheet - Deferred retirement
EN   FR   IT   DE   PDF
Form - Deferral of retirement benefits (Art. 13b LOB)
EN   FR   IT   DE  
Form - Continued insurance (Art. 33b LOB)
EN   FR   IT   DE  
Information sheet - Unemployment
EN   FR   IT   DE   PDF
Information sheet - Continued Insurance Art. 47a LOB
EN   FR   IT   DE   PDF
Supplementary Conditions Helvetia LOB Invest - Continued Insurance Art. 47a LOB
EN   FR   IT   DE   PDF
Supplementary Conditions Helvetia Group Foundation - Continued Insurance Art. 47a LOB
EN   FR   IT   DE   PDF
Brochure - Vested benefits solutions
EN   FR   IT   DE   PDF
Form - Announcement of death
EN   FR   IT   DE  
Information sheet - Bilateral agreements Switzerland/EU
EN   FR   IT   DE   PDF

Everything you need to know about your company's occupational benefit scheme

General information about your pension fund at a glance.

Good to know
Helvetia - News on the 2nd pillar EN   FR   IT   DE  
Information sheet - Swiss social insurance schemes 2023 EN   FR   IT   DE   PDF
Information sheet - Swiss social insurance schemes 2024 EN   FR   IT   DE   PDF
Information sheet - "Further development of disability insurance IV" reform programme EN   FR   IT   DE   PDF
Information sheet - Employee benefit accounts EN   FR   IT   DE   PDF
Information sheet - Flat-rate risk premium EN   FR   IT   DE   PDF
Information sheet - Surplus system full insurance EN   FR   IT   DE   PDF
Information sheet - Surplus calculation full insurance EN   FR   IT   DE   PDF
Information sheet - Helvetia case management EN   FR   IT   DE   PDF
Information sheet - References LOB Helvetia EN   FR   IT   DE   PDF
Brochure - Helvetia full insurance EN   FR   IT   DE   PDF
Brochure - Helvetia LOB Invest EN   FR   IT   DE   PDF
Brochure - Helvetia Cadre Employee Benefit Scheme EN   FR   IT   DE   PDF
Information sheet - Helvetia Cadre Employee Benefit Scheme 1e EN   FR   IT   DE   PDF
Video - Pension models EN   FR   IT   DE  
Information sheet - Security for retirement assets and pensions EN   FR   IT   DE   PDF
Information sheet - Funding ratio of semi-autonomous collective foundations EN   FR   IT   DE   PDF
Video - Security of savings assets for semi-autonomous group foundations EN   FR   IT   DE  
Information sheet - Occupational benefit scheme variations FR   IT   DE   PDF
Information sheet - Your insurance certificate explained EN   FR   IT   DE   PDF
Explanation of projected interest rate EN   FR   IT   DE  
Helvetia - News on the 2nd pillar
EN   FR   IT   DE  
Information sheet - Swiss social insurance schemes 2023
EN   FR   IT   DE   PDF
Information sheet - Swiss social insurance schemes 2024
EN   FR   IT   DE   PDF
Information sheet - "Further development of disability insurance IV" reform programme
EN   FR   IT   DE   PDF
Information sheet - Employee benefit accounts
EN   FR   IT   DE   PDF
Information sheet - Flat-rate risk premium
EN   FR   IT   DE   PDF
Information sheet - Surplus system full insurance
EN   FR   IT   DE   PDF
Information sheet - Surplus calculation full insurance
EN   FR   IT   DE   PDF
Information sheet - Helvetia case management
EN   FR   IT   DE   PDF
Information sheet - References LOB Helvetia
EN   FR   IT   DE   PDF
Brochure - Helvetia full insurance
EN   FR   IT   DE   PDF
Brochure - Helvetia LOB Invest
EN   FR   IT   DE   PDF
Brochure - Helvetia Cadre Employee Benefit Scheme
EN   FR   IT   DE   PDF
Information sheet - Helvetia Cadre Employee Benefit Scheme 1e
EN   FR   IT   DE   PDF
Video - Pension models
EN   FR   IT   DE  
Information sheet - Security for retirement assets and pensions
EN   FR   IT   DE   PDF
Information sheet - Funding ratio of semi-autonomous collective foundations
EN   FR   IT   DE   PDF
Video - Security of savings assets for semi-autonomous group foundations
EN   FR   IT   DE  
Information sheet - Occupational benefit scheme variations
FR   IT   DE   PDF
Information sheet - Your insurance certificate explained
EN   FR   IT   DE   PDF
Explanation of projected interest rate
EN   FR   IT   DE  
General regulation provisions Helvetia Group Foundation*
Video - Pension fund regulations EN   FR   IT   DE  
General regulation provisions 2023 - Helvetia Group Foundation EN   FR   IT   DE   PDF
– Organization rules - Helvetia Group Foundation EN   FR   IT   DE   PDF
– Partial liquidation rules - Helvetia Group Foundation EN   FR   IT   DE   PDF
Sample contracts of association EN   FR   IT   DE   PDF
Video - Pension fund regulations
EN   FR   IT   DE  
General regulation provisions 2023 - Helvetia Group Foundation
EN   FR   IT   DE   PDF
– Organization rules - Helvetia Group Foundation
EN   FR   IT   DE   PDF
– Partial liquidation rules - Helvetia Group Foundation
EN   FR   IT   DE   PDF
Sample contracts of association
EN   FR   IT   DE   PDF
General regulation provisions Helvetia Prisma Group Foundation*
Video - Pension fund regulations EN   FR   IT   DE  
General regulation provisions 2023 - Helvetia Prisma Group Foundation (retirement capital) EN   FR   IT   DE   PDF
General regulation provisions 2023 - Helvetia Prisma Group Foundation (retirement pension) EN   FR   IT   DE   PDF
– Organization rules - Helvetia Prisma Group Foundation EN   FR   IT   DE   PDF
– Partial liquidation rules - Helvetia Prisma Group Foundation EN   FR   IT   DE   PDF
Sample contracts of association EN   FR   IT   DE   PDF
Video - Pension fund regulations
EN   FR   IT   DE  
General regulation provisions 2023 - Helvetia Prisma Group Foundation (retirement capital)
EN   FR   IT   DE   PDF
General regulation provisions 2023 - Helvetia Prisma Group Foundation (retirement pension)
EN   FR   IT   DE   PDF
– Organization rules - Helvetia Prisma Group Foundation
EN   FR   IT   DE   PDF
– Partial liquidation rules - Helvetia Prisma Group Foundation
EN   FR   IT   DE   PDF
Sample contracts of association
EN   FR   IT   DE   PDF
General regulation provisions Helvetia LOB Invest Group Foundation*
Video - Pension fund regulations EN   FR   IT   DE  
General regulation provisions 2023 - Helvetia LOB Invest Group Foundation EN   FR   IT   DE   PDF
– Organization rules - Helvetia LOB Invest Group Foundation EN   FR   IT   DE   PDF
– Partial liquidation rules - Helvetia LOB Invest Group Foundation EN   FR   IT   DE   PDF
– Investment Rules - Helvetia LOB Invest Group Foundation EN   FR   IT   DE   PDF
Sample contracts of association EN   FR   IT   DE   PDF
Video - Pension fund regulations
EN   FR   IT   DE  
General regulation provisions 2023 - Helvetia LOB Invest Group Foundation
EN   FR   IT   DE   PDF
– Organization rules - Helvetia LOB Invest Group Foundation
EN   FR   IT   DE   PDF
– Partial liquidation rules - Helvetia LOB Invest Group Foundation
EN   FR   IT   DE   PDF
– Investment Rules - Helvetia LOB Invest Group Foundation
EN   FR   IT   DE   PDF
Sample contracts of association
EN   FR   IT   DE   PDF

* The General Regulation Provisions of all foundations have been revised and made clearer and more readable. The annexes to the General Regulation Provisions (organization and partial liquidation regulations) are also managed as separate regulations. The numbering in benefit plans issued before 01.01.2020 may therefore differ from the numbering in General Regulation Provisions issued at a later date. In such cases, please refer to the subject sections.

Board of trustees
Form - Minutes regarding the election of the board of trustees EN   FR   IT   DE  
Information sheet - Board of trustees EN   FR   IT   DE   PDF
Form - Minutes regarding the election of the board of trustees
EN   FR   IT   DE  
Information sheet - Board of trustees
EN   FR   IT   DE   PDF
Contract administration
Form - Alternation or prolongation of the contract of association EN   FR   IT   DE   PDF
Form - Alternation or prolongation of the contract of association
EN   FR   IT   DE   PDF

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