{"id":15444,"date":"2010-10-08T09:49:40","date_gmt":"2010-10-08T07:49:40","guid":{"rendered":"https:\/\/www.toutsurmesfinances.com\/retraite\/neovia-conseil-societe-specialisee-dans-la-realisation-de-bilans-retraite.html"},"modified":"2021-12-08T14:37:35","modified_gmt":"2021-12-08T13:37:35","slug":"neovia-conseil-societe-specialisee-dans-la-realisation-de-bilans-retraite","status":"publish","type":"post","link":"https:\/\/www.toutsurmesfinances.com\/retraite\/neovia-conseil-societe-specialisee-dans-la-realisation-de-bilans-retraite.html","title":{"rendered":"Neovia Conseil – soci\u00e9t\u00e9 sp\u00e9cialis\u00e9e dans la r\u00e9alisation de bilans retraite"},"content":{"rendered":"
\n\n\n
_______________<\/span>L’offre de Neovia Retraite_____8_________<\/span><\/strong><\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

> Expertise retraite<\/strong><\/p>\n

L’expertise retraite est une prestation tr\u00e8s pointue sur le plan technique. Elle vise \u00e0 accompagner le client dans toutes les \u00e9tapes de son dossier retraite ainsi qu’\u00e0 d\u00e9finir et \u00e0 mettre en place avec lui, la strat\u00e9gie de d\u00e9part optimale.
\nUn rapport – le Dossier Retraite Personnalis\u00e9 – est remis et comment\u00e9 en fin de mission au client. Il comprend : le compte rendu des travaux d’enqu\u00eate r\u00e9alis\u00e9s, la reconstitution de la carri\u00e8re r\u00e9elle, l’identification des anomalies et la validation des droits manquants, le calcul des pensions dues par les caisses ainsi qu’une projection des pensions selon diff\u00e9rentes hypoth\u00e8ses : date se d\u00e9part, revenus, rachats, statuts (salari\u00e9, lib\u00e9ral, artisan, commer\u00e7ant, ch\u00f4meur, etc.).
\nCes calculs sont pr\u00e9sent\u00e9s sous forme de tableaux int\u00e9grants les pensions de r\u00e9version du conjoint et l’expos\u00e9 des r\u00e8gles applicables.<\/p>\n

 <\/p>\n

> Les principales \u00e9tapes d’une mission de retraite<\/strong>
\n– Entretien pr\u00e9alable en rendez-vous avec le futur retrait\u00e9 afin de recueillir le maximum d’informations pertinentes.
\n– Courriers, relances et obtention de relev\u00e9s d\u00e9taill\u00e9s aupr\u00e8s de chaque caisse.
\n– Mise en coh\u00e9rence des diff\u00e9rentes informations pour chaque p\u00e9riode d’activit\u00e9 et reconstitution de la carri\u00e8re : dates, noms des employeurs, noms des caisses.
\n– Identification des erreurs : p\u00e9riodes non enregistr\u00e9es, droits manquants, erreurs de calcul, etc.
\n– Correction des erreurs : recherche et pr\u00e9sentation des justificatifs afin de valider les droits manquants.
\n– Examen des dispositions r\u00e9glementaires et l\u00e9gislatives applicables dans le cas particulier du client susceptibles d’am\u00e9liorer sa situation.
\n– R\u00e9alisation de l’ensemble des calculs restitu\u00e9s dans le rapport – le Dossier Retraite Personnalis\u00e9.
\n– Accompagnement dans la mise en \u0153uvre des dispositifs pr\u00e9conis\u00e9s et des formalit\u00e9s de d\u00e9part aupr\u00e8s des caisses.
\n– Accompagnement dans le suivi de cette mise en \u0153uvre jusqu’\u00e0 l’obtention des droits tels qu’ils ont \u00e9t\u00e9 calcul\u00e9s dans l’expertise.
\n– Accompagnement du client et de ses conseils, notamment de ses avocats, dans le r\u00e8glement des litiges \u00e9ventuels.<\/p>\n\n\n\n
____________________<\/span>Co\u00fbts – frais (HT)____________________<\/span><\/strong><\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Expertise retraite :<\/strong>
\nSur les bases forfaitaires ci-dessous, s’ajoutent ou se soustraient des ajustements dont les montants varient selon la nature des prestations \u00e0 r\u00e9aliser et la complexit\u00e9 de la carri\u00e8re.
\nEtude des droits : une base forfaitaire de 3000 \u20ac HT
\nMise en \u0153uvre des droits (accompagnement) : 1800 \u20ac HT<\/p>\n\n\n\n
___________________<\/span>D\u00e9lais de r\u00e9alisation___________________<\/span><\/strong><\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n\n
De 6 \u00e0 8 mois selon la complexit\u00e9 du dossier<\/td>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n\n
__________________Description g\u00e9n\u00e9rale<\/span>__________________<\/span><\/span><\/strong><\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n\n\n\n
Nom de la soci\u00e9t\u00e9 :<\/td>\nNeovia Retraite<\/strong><\/td>\n<\/tr>\n
Dirigeants :<\/td>\nEric Bidot (directeur)<\/strong><\/td>\n<\/tr>\n
Ann\u00e9e de cr\u00e9ation :<\/td>\n2004<\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n\n
_____________________<\/span>Coordonn\u00e9es_____________________<\/span><\/strong><\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n\n\n\n
Num\u00e9ro de t\u00e9l\u00e9phone :<\/td>\nR\u00e9gions\u00a0: 04 27 02 14 82 \u2013 Paris\u00a0: 01 83 71 63 68<\/span><\/td>\n<\/tr>\n
Site Internet :<\/td>\nwww.neoviaretraite.fr<\/strong><\/td>\n<\/tr>\n
Adresse postale:<\/td>\n\n

Si\u00e8ge social\u00a0: 59, Rue de l’Abondance – 69003 Lyon <\/span><\/p>\n

Bureaux \u00e0 Paris\u00a0: 6, rue Legraverend 75012 Paris<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"

Alors qu’un Bilan Retraite permet d’avoir le bilan des droits acquis aupr\u00e8s de l’ensemble des r\u00e9gimes \u00e0 n’importe quel \u00e2ge de la vie professionnelle, l’expertise de Neovia Retraite s’adresse exclusivement aux personnes en fin de carri\u00e8re, qui souhaitent conna\u00eetre avec pr\u00e9cision les pensions qui leur sont dues et la rentabilit\u00e9 exacte des dispositifs r\u00e9glementaires adapt\u00e9s \u00e0 leur situation. Ses prestations s’adressent aux chefs d’entreprises, professions lib\u00e9rales, artisans, commer\u00e7ants de plus de 55 ans ainsi qu’\u00e0 leurs conseils (experts comptables, gestion de patrimoine, avocats…). Ind\u00e9pendant de tout organisme public ou priv\u00e9, Neovia Retraite ne commercialise aucun placement ni aucune assurance. Neovia Retraite dispose d’un r\u00e9seau de consultants confirm\u00e9s sur toute la France, et d’une \u00e9quipe de sp\u00e9cialistes ayant plus de 25 ans d’exp\u00e9rience. La soci\u00e9t\u00e9 a r\u00e9alis\u00e9 un chiffre d’affaires de 3,2 millions d’euros en 2012. Son offre \u00e0 destination de ces derniers est d\u00e9taill\u00e9e dans la fiche descriptive ci-dessous :<\/p>\n","protected":false},"author":13718,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[25],"tags":[],"class_list":["post-15444","post","type-post","status-publish","format-standard","hentry","category-preparation-a-la-retraite"],"acf":[],"yoast_head":"\nNeovia Conseil - soci\u00e9t\u00e9 sp\u00e9cialis\u00e9e dans la r\u00e9alisation de bilans retraite<\/title>\n<meta name=\"description\" content=\"Fiche de pr\u00e9sentation de Neovia Conseil, soci\u00e9t\u00e9 sp\u00e9cialis\u00e9e dans les bilans\/expertises retraite pour les chefs d'entreprises, ind\u00e9pendants et professions lib\u00e9rales.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.toutsurmesfinances.com\/retraite\/neovia-conseil-societe-specialisee-dans-la-realisation-de-bilans-retraite.html\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Neovia Conseil - 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