Company retirement, AD&D, Long term disability

A team to be reckoned with on the market for the coaching of company managers and insurance professionals

  • The expertise of this team comprising more than twenty practitioners, all of whom are entirely dedicated to this practice area, has made it the preferential partner of most participants in the sector.
  • Setting up, modification or axing of :
    • supplementary retirement schemes (with defined contributions or benefits)
    • or complementary AD&D, long term disability schemes (“AD&D” or “reimbursement of medical expenses” schemes)
      Examples of the assistance we provide: drafting of collective agreements, agreements ratified by referendum, drafting of documents embodying employer’s unilateral decision
  • Setting up of collective insurance operations (insurance companies, AD&D, long term disability funds, mutual insurance funds), and appraisal of validity (Insurance Codes, Social Insurance Codes, Mutual Insurance Codes, the “Evin” Act, etc.)
    Examples of the assistance we provide: validation of a new insurance offer, follow –through with the control authority to validate the body’s approval
  • Taxation and social insurance costs applied to the contributions and benefits of these schemes (analysis of the calculation base, handling of the URSSAF assessment and adjustment)
    Examples of the assistance we provide: validation of a scheme category in respect of social insurance contribution exemptions
  • Coaching participants in the profession :
    • insurance bodies (insurance companies, AD&D, long term disability funds, mutual funds)
      Examples of the assistance we provide: formation of professional groupings of AD&D, long term disability schemes, or a Company of mutual fund groups, of mutual funds, drafting of by-laws and rules and regulations, monitoring of mergers between funds, contemplated partnerships
    • collective insurance brokers for individuals
    • independent Actuaries
    • consultancy firms specialised in Compensation & Benefit issues
      Examples of the assistance we provide: daily monitoring of marketing and legal teams
  • Building legal intelligence and awareness via the circulation of a one-of-a-kind monthly news bulletin