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 want to take rollover procedures for my pension assets in the corporate-type DC of my previous company. When do I need to complete the procedures to avoid ...

If a participant in a corporate-type DC loses his/her participant eligibility before age 60 and fails to complete the rollover procedures during the procedure period (*), the assets of the corporat... Show Detail

I am going to resign from the company. Can I join an individual-type DC (iDeCo) before finding a new employer?

Even if you do not work or you do not find a new employer, you can open an individual-type DC (iDeCo) account. There are requirements if you want to make contributions to iDeCo as a participant. ... Show Detail

If I retire with less than three years of service and return all of my pension assets to my employer, do I have to make up the investment losses and return t...

Even if pension assets fall below the accumulated amount of company contributions due to investment losses, you don’t need to make up the loss. If there are contributions other than company cont... Show Detail

If the rollover procedures take two months, it is likely that the procedure deadline will be missed and assets will be automatically rolled over. What will h...

If the completed documents are received by the financial institution before the procedure deadline, the request is considered to have been made by the deadline and assets will not automatically rol... Show Detail

What happens if I fail to complete the procedures to transfer my assets in a corporate-type DC after retirement?

If you fail to complete the necessary procedures to transfer your assets within six months following the month in which you lose your participant eligibility in a corporate-type DC, your assets wil... Show Detail

What is automatic rollover and what happens if it happens?

If you were enrolled in a corporate-type DC and fail to complete the necessary rollover procedures within six months following the month which the loss of participant eligibility date (the date fol... Show Detail