Management of the Operational Process of the Private Pension Plan, combining good retirement planning and tax efficiency to bring security to participants.

SD3 can monitor and validate the client’s Management Process, providing technical, operational and legal support for the Human Resources area, acting as the client’s operational interface.

Support to Human Resources  

• Participant’s turnover impact and calculations
• Enforcement of legal rules and vesting criteria
• Transaction on the global account
• Actuary evaluation
• Operational, Technical and Legal Support
• Training and Lectures

Interface between Operator and Client

• Evolution of the plan’s financial results
• Proposal of solutions in case of deviations from the Plan’s objectives
• Representation of the client’s interests
• Operator management process related to its contractual obligations
• Legal changes that may interfere with the Plan objectives