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Occupational pension (Betriebliche Altersvorsorge)

Occupational pension (bAV) allows tax and contribution-free salary conversion up to 3,624 euros/year (2026).

Betriebliche Altersvorsorge (bAV) is company-sponsored retirement provision. The most common form is Entgeltumwandlung: the employee converts part of their gross salary into pension contributions before tax and social security deductions.

Tax and contribution benefits 2026

  • Tax-free: up to 8% of the pension insurance assessment ceiling = 7,728 €/year (96,600 € × 8%)
  • Social security-free: up to 4% = 3,864 €/year
  • Mandatory employer contribution: 15% on salary conversion amounts

Forms of bAV

  • Direct insurance (Direktversicherung) – most common
  • Pension fund (Pensionskasse)
  • Direct commitment (Direktzusage)
  • Support fund (Unterstützungskasse)
  • Pension fund (Pensionsfonds)

Sources: BetrAVG, § 3 No. 63 EStG, BMAS.

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Occupational pension (Betriebliche Altersvorsorge): Definition & Explanation | Brutto Netto Rechner