Site for Defined Contribution Pension Plan Starter Kit

This site is designed to electronically distrbiute a digital version of all documents related to the opening of a new Defined Contribution (DC) Pension Plan account.
Please use the following links to learn more about your DC Plan.

               

Starter Kit

After enrolling in a DC Plan, you can download and review materials such as the Starter Kit and other guidebooks.
Information related to the products provided in your plan are available through AnswerNet. Please see below.

Starter Kit Contents

Starting a Defined Contribution Pension Plan(PDF)

Defined Contribution Pension Plan and Procedures

Defined Contribution Pension Plan(Corporate Type)Procedures Guidebook -Explanation of plan contents and procedures- (PDF)

Basics of Asset Management

Welcom to the World of Investing!(PDF)

How to Decide Asset Allocation

Asset Allocation Worksheet(PDF)

Information About Investment Products

How to access available information on the AnswerNet(PDF)

Application Through Your Company

Employee Matching Contribution Guidebook(PDF)

Application on the AnswerNet, etc.

Employee Matching Contribution Guidebook ( A Guide to Wide Support )(PDF)

Please click here to login to AnswerNet

Using " Tsumitate Navi " to manage your assets (subject to applicable participants)

<Received "Notice of Opening an Account" ‥‥‥Take your first steps>

Using the Smart Phone App "Tsumitate Navi" to make asset allocation instructions

” Tsumitate Navi " is available only in Japanese.
While checking the leaflet enclosed in "Notice of Opening an Account" and the following material,
please download the app ,register as a member and make asset allocation instruction.

>> Basic steps after opening an account
STEP1

 Log in with the temporary password to AnswerNet (website participants only) and change your password
 (You are able to change your password from 4:00 to 24:00. Changes from 0:00 to 4:00 are not allowed)

 Please click here to login to AnswerNet

STEP2

 Download " Tsumitate Navi " app to your smartphone , register as a menber and log in .

iOS(App Store) Android(Google Play)

App Store is a trademark of Apple Inc.
iOS is the name of the operating system of Apple Inc. IOS is a trademark of Cisco Systems Inc. and is used under license.
Android,Google Play and the Google Play Logo are trademarks of Google LLC.

STEP3

 Use the Navi to select the products that you would like to invest in and set the allocation ratio. Checklist for starting DC investment(PDF)

Transfering assets from a previous pension plan (i.e. DC pension plan at previous employer, iDeCo, etc.)

With a Defined Contribution Plan, you are able transfer assets from previous pension plans.
You are able to transfer assets from a previous DC plan by following the rollover procedure. (optional) For more details about the rollover procedure, please refer to To Former Participants of Other Pension Plans ~Asset Rollover Procedures~(PDF)

Please download and use the documents required for the rollover procedure from the following

Transfering Assets from a Defined Contribution Pension Plan (Corporate-type, iDeco,Automatic Rollover)

"Request to Rollover DC Asset Balance to New Corporate DC Plan"(PDF)

*Procedure will start after opening an account.

Example(PDF)

Losing participant eligibility for iDeco ( Stopping iDeco Contributions)

Notification of Loss of Participant Eligibility(PDF)

*Please print on both sides.

Example(PDF)

Certificate of Loss of Participant Eligibility for Individual-type DC Pension Plan (PDF)

*Please only submit this form if you joined the Corporate-type DC on or before 30 September 2022 (see above, Reason for loss of eligibility 13 of “K-015 Notification of Loss of Participant Eligibility”)

*Please request your employer to fill in this form

Example(PDF)

Address Label for Sending Standard-sized Envelope

Address Label(PDF)

If you were previously enrolled in a Defined Benefit Pension Plan (DB) or Employee's Pension Fund (EPF), please submit the following.

Transferring Assets from a Defined Benefit Pension Plan or Employees' Pension Fund

Request From to Transfer Assets from Employees' Pension Fund or Defined Benefit Pension Plan(PDF)

Example(PDF)