831.40 BVGLPP

CH

Art. 86b Bundesgesetz vom 25. Juni 1982 über die berufliche Alters-, Hinterlassenen- und Invalidenvorsorge (BVG) - Information der Versicherten

BVG; Sechster Teil: Umfang der Leistungen, Steuerrecht und besondere Bestimmungen ; Dritter Titel: Besondere Bestimmungen

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Art. 86b BVG · Information der Versicherten

Die Vorsorgeeinrichtung muss ihre Versicherten jährlich in geeigneter Form informieren über: a. die Leistungsansprüche, den koordinierten Lohn, den Beitragssatz und das Altersguthaben; b. die Organisation und die Finanzierung; c. die Mitglieder des paritätisch besetzten Organs nach Artikel 51; d. die Ausübung der Stimmpflicht als Aktionärin nach Artikel 71 b.

Auf Anfrage hin ist den Versicherten die Jahresrechnung und der Jahresbericht auszuhändigen. Ebenso hat ihnen die Vorsorgeeinrichtung auf Anfrage hin Informationen über den Kapitalertrag, den versicherungstechnischen Risikoverlauf, die Verwaltungskosten, die Deckungskapitalberechnung, die Reservebildung, den Deckungsgrad sowie die Grundsätze zur Ausübung der Stimmpflicht als Aktionärin (Art. 71 a) abzugeben.

Sammel- und Gemeinschaftseinrichtungen haben das paritätisch besetzte Organ auf Anfrage hin über Beitragsausstände des Arbeitgebers zu orientieren. Die Vorsorgeeinrichtung muss das paritätisch besetzte Organ von sich aus orientieren, wenn reglementarische Beiträge innert drei Monaten nach dem vereinbarten Fälligkeitstermin noch nicht überwiesen worden sind.

Artikel 75 ist anwendbar.

← Art. 86a BVG Bundesgesetz vom 25. Juni 1982 über die berufliche Alters-, Hinterlassenen- und Invalidenvorsorge (BVG) - Zweck Art. 87 BVG →

Gerichtsentscheide zu dieser Bestimmung (28)

VKL.2024.16 · ag (Art. 86b Abs. 2 BVG)

Pension Fund Withdrawal Interest Dispute

The court cited this provision when stating that insured persons are entitled to receive annual accounts and reports upon request, and that disputes concerning the right to information fall under the supervisory authority's competence.

C-5821/2020 (Art. 86b Abs. 2 BVG)

Pension Fund Information Access Complaint Remanded for Further Review

This provision outlines the insured person's right to receive information, including annual financial statements and reports, and was central to the court's assessment of the supervisory authority's handling of the information request.

C-6262/2019 (Art. 86b BVG)

Pension Foundations' Regulatory Challenges and Benefit Payouts

Used to regulate the obligation of pension institutions to inform insured persons about changes in regulations.

BV.2022.00086 · zh (Art. 86b Abs. 1 BVG)

Claimant v. Pension Fund: Lump-Sum Payout Denial Due to Insufficient Proof of Timely Withdrawal Request

Cited in the reasoning section concerning the informational obligations of the pension fund, which was assessed as being fulfilled, justifying the dismissal of the claim.

Jug.2023.23 · vd (art. 86b LPP)

Disability Pension Supersedes Subsequent Capital Withdrawal Claim

Cited in the reasoning (point 7a) regarding the obligation of occupational benefit institutions to inform their insured persons annually.

BV.2020.00069 · zh (Art. 86b BVG)

Disability Pension Entitlement Precedence Over Age Pension for Pre-Retirement Disability

Cited in the reasoning (E. 3.3.2) to establish the legal basis for the information duties of pension institutions.

200 2020 249 · be (Art. 86b Abs. 1 lit. a BVG)

Employee v. Occupational Benefit Foundation (Mitigation Deposit Upon Early Termination)

The main ground for dismissing the claim was that the defendant had complied with its legal duty to inform according to this article.

34.2018.22 · ti (art. 86b cpv. 1 lett. a LPP)

Occupational Disability Pension Claimant vs. Professional Benefits Fund on Vested Benefit Restitution and Pension Certificates

The court ordered the defendant to transmit the required pension certificates to the plaintiff based on this provision concerning the right to information.

A-5347/2017 (Art. 86b Abs. 2 BVG)

Foundation Funds Not "Free Funds" for Pension Transition Financing

Relevant for the insured person's right to information regarding annual accounts and annual reports.

A-1855/2017 (Art. 86b BVG)

Pension Fund Liquidation Due to Unattainable Purpose and Underfunding

Cited regarding the annual obligation to inform insured persons.

A/3023/2017 · ge (Art. 86b LPP)

Provident Fund Disability Pension Calculation Dispute Over Invalid Health Reservation

Cited regarding the application of information rules in extended occupational benefits.

BV.2015.00055 · zh (Art. 86b BVG)

Retiree Denied Lump Sum Pension Payout Over Missed Deadline

The BVK fulfilled its duty to inform by providing the plaintiff with information about the capital withdrawal process, including deadlines and forms, through various written communications.

BVGE-2016-30 (Art. 86b Abs. 2 BVG)

Pension Fund Retrocession Disclosure and Statute of Limitations

Basis for the insured's right to information regarding capital gains, risk development, administrative costs, and funding status.

Jug.2016.358 · vd (Art. 86b LPP)

Spouse's Survivor Pension Claim Rejected Due to Accidental Death Statute Limiting Benefits

This article governs the duty to inform insured persons, which was alleged to have been violated by the defendant.

Jug.2016.215 · vd (art. 86b LPP)

Pension Fund Over-Indemnification Dispute with Disability Pension Recalculation and Asset Disclosure

Cited as the legal basis for ordering the defendant to provide the insured with annual certificates regarding the vested pension benefits ('part active').