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

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

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

I received an important notice (notice of automatic rollover) regarding the defined contribution pension"確定拠出年金に関する重要なお知らせ（自動移換通知）". What is this?

This is to inform you that your assets accumulated in the corporate-type DC have been automatically rolled over to the National Pension Fund Association"国民年金基金連合会". When you lose your eligib... 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

If the iDeCo offers the same product(s) that I hold in my previous company’s account, can I transfer the products directly?

No, you are not allowed to transfer products. In order to transfer assets, pension assets (investment products held) are converted into cash. Therefore, even if the products with the same name ar... 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

I have transferred my assets from the defined contribution pension plan of my previous company. Can I check the amount of assets I transferred?

You can see it on the AnswerNet. ＜How to find information on conversion assets and rollover assets that have been transferred＞ Log in to the AnswerNet ＞ Click on the "Account Information"... 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

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