Are you faced with choosing an institution to entrust with managing Employee Capital Plans in your company? Discover the benefits of PPK at PFR TFI.
At PFR TFI, we have prepared a comprehensive offer that will ensure the implementation and management of ECPs in your company run smoothly and involve as little of your time and resources as possible. We provide full support from our experts at every stage of creating and running Employee Capital Plans - both in terms of administrative and operational activities, training for employees and employers, communication, and order processing.
An interactive step-by-step guide will walk you through the entire process of concluding the agreement.
Comprehensice support and high quality of service
User-friendly system
Education
Experience and competences
Remote process of the implementation and operation of the ECP
Credibility and stability
Professional fund managers
Attractive level of management fees
Synergy of the Polish Development Fund Group
The team will prepare an individual schedule of ECP implementation taking into account the needs of your company and communication with employees. It will guide you through the process, provide training concerning procedures and systems, templates of forms, declarations and materials for employees so that you are spared from unnecessary work.
The iPPK system provides great support in the implementation and operation of the ECP. This user-friendly tool will allow for the efficient management of the plan and the fulfilment of obligations towards employees. It will also allow for the automation of processes and the limitation of your active involvement.
We help to fulfill the employer's obligations resulting from the provisions on PPK. We will suggest when and what to inform employees about, how to handle orders, how to update the lists of reported employees.
We will carry out comprehensive training for you and for your employees, adjusting it to the specific nature and needs of your company. We will present the persons liable for ECP implementation the detailed issues connected with the operation of the plan and the iPPK system and inform employees about the rules and benefits of participation. We will also provide brochures, posters, mailing and articles concerning the ECP.
Description: Every day in Poland, around 1000 companies are established. They are also obliged to establish ECP if they employ workers. They are subject to individual implementation deadlines. The agreement on managing PPK on behalf of employees can be signed as soon as 14 days after employing the first employee and no later than the 10th day of the month following the month in which the 3-month (90-day) employment period of that person has expired.
Take, for example, an entrepreneur who employed an employee on 1 March. In this situation, the agreement on managing PPK can be concluded between 15 March and 10 June, as the 90-day period from the date of employment will expire on 30 May. The agreement with the selected financial institution must be signed at least 10 working days earlier, and it does not matter whether the new employee had PPK with their previous employer. Remember that the choice of a financial institution should be made with the participation of employees.
The level of service, support and tools offered, as well as the investment results achieved at each financial institution managing ECPs may vary. Remember that you can transfer ECPS management to PFR TFI at any time in consultation with your employees. The entire process involves just a few steps.
Employee Capital Plans are more than just a systematic savings program. It is an investment in the future, which is why the program is designed in a way that allows all participating parties - including the employer - to benefit. Here you will learn about the benefits you can gain from ECPs.
The management fee of the subfund collected by us is included in the price of the participation unit. Its level is significantly lower than the maximum level permitted by the ECP Act (0.5% of the net value of the subfund assets per annum).
Regardless of their fulfilment, we will not collect any success fee until the end of 2021. In addition to the management fees, we do not collect any fees from the employer or from the ECP participant, including for:
You are looking for information about PPK in the form of short videos or online training. Here you will find interesting materials.
The iPPK system is a support for every employer in implementing and servicing PPK. It allows for full service of PPK from anywhere.
Watch a short video to learn more about all the possibilities of iPPK.
Do you need more detailed information or maybe you are looking for document templates? We have prepared a set of the most important files for you.
