I joined a corporate-type DC at my new company. How can I transfer assets accumulated in my previous company?

In order to transfer your assets of the defined contribution pension plan (*1) you were enrolled in at your previous company to the corporate-type DC (plan administrator:Sompo Japan DC Securities) ... Show Detail

Is it possible for a corporate-type DC participant to conduct switching after he/she retires?

If a corporate-type DC participant retires before the age of 60, he/she will not be able to change investment products once the procedure to terminate eligibility (registration of retirement) is co... Show Detail

I am enrolled in a corporate-type DC. Can I check the DC plan document?

You can see it on the AnswerNet. ＜How to find "Corporate Type Pension Plan Document"＞ Log in to the AnswerNet ＞ Click on the “Participant Main Page" tab ＞ Click on "Confirm/Change Partici... Show Detail

Is there a brief document that describes the procedures required when retiring before age 60?

You can see it on the AnswerNet. ＜How to find "Procedures upon Loss of Participant Eligibility due to Resignation or Related Reasons"＞ Log in to the AnswerNet ＞ Click on "Request Forms" i... Show Detail

I don't know the company registration number of the previous company in a "Request to Rollover DC Asset Balance to New Individual-type DC Plan".

The "Request to Rollover DC Asset Balance to New Individual-type DC Plan" is the document to be submitted when transferring assets from a defined contribution pension plan to another defined contri... Show Detail

What are the disadvantages of automatic rollover?

(1) Additional fees are incurred. (4,348 yen for automatic rollover, 52 yen per month from the fourth month following the month in which assets are automatically rolled over, 1,100 yen for transfe... Show Detail

What is forfeiture of company contributions when I retire?

"Forfeiture of company contributions" refers to returning to the employer the amount equivalent to the contributions made by the employer out of the pension assets only in the case of voluntary res... Show Detail

I have moved. Do I need to notify my company of my new address?

If you are a participant in a corporate-type DC, the person in charge at your company will handle the address change procedure, so please contact the human resources department or general affairs d... Show Detail

What are the advantages and disadvantages of joining a corporate-type DC on an opt-in basis?

In a corporate-type DC, tax benefits are available at each stage of contribution, investing and benefit receipt. A version of a corporate-type DC commonly referred to as "opt-in" is a system... Show Detail

What is employee matching contribution? Is anyone allowed to make participant contributions?

Employee matching contribution is a scheme that allows participants to make contributions (participant contributions) on top of the contributions made by the company (company contributions) in a co... Show Detail