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ARTICLE · 30 OCTOBER 2023

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Betriebsrentenanpassung In Der Inflation

Mayer Brown
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Die Inflationsrate in Deutschland erreicht immer wieder neue Höchststände. Zuletzt lag der für die Bemessung der Inflationsrate heranzuziehende Verbraucherpreisindex im August 2023 bei 6,1%.

GermanyEmployment and HR
Marius Höfler
Marius Höfler
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Hoher administrativer Aufwand für Arbeitgeber

Die Inflationsrate in Deutschland erreicht immer wieder neue Höchststände. Zuletzt lag der für die Bemessung der Inflationsrate heranzuziehende Verbraucherpreisindex im August 2023 bei 6,1%. Eine hohe Inflation hat auch Auswirkungen auf die Höhe der Betriebsrenten, da sich diese grundsätzlich nach dem Verbraucherpreisindex bemisst. Um eine solche (hohe) Anpassung zu vermeiden, müssen Arbeitgeber einen großen administrativen Aufwand betreiben und wirtschaftlich sensible Daten gegenüber den Arbeitnehmern offenbaren. Ohne dies droht ihnen eine lange Zeit der Rechtsunsicherheit.

Voraussetzungen

Der Arbeitgeber hat alle drei Jahre eine Anpassung der laufenden Leistungen der betrieblichen Altersversorgung zuprüfen und hierüber nach billigem Ermessen zu entscheiden; dabei sind insbesondere die Belange des Versorgungsempfängers und die wirtschaftliche Lage des Arbeitgebers zu berücksichtigen (§ 16 Abs. 1 BetrAVG).

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