Guide to Using this Page

Participant Main Page

Participant Main Page
* Contents displayed represent samples.
1General Account Information

This section displays current account balances and monthly contribution amount, etc.

(1) Last login

This field displays the date and time you last logged in to the participant Website (AnswerNet).

(2) Current account balance

This field displays your account balance as of the date indicated.

(3) Current monthly contribution

This field displays either your next contribution amount, or displays the label "Temp suspension of Cont" for participants whose contributions have been suspended. It shows "-" for investment instructors and for those who have lost participant eligibility.

(4) Plan sponsor contribution ・Participant contribution ・Individual-type DC plan participant contribution・Small and medium-sized company contribution

This field displays either your next contribution amount, or displays the label "Temp suspension of Cont" for participants whose contributions have been suspended. It shows "-" for those who make no participant contributions.

(5) Next contribution

This field displays the date of your next scheduled contribution.
It shows "-" for those whose contributions have been suspended, investment instructors and those who have lost participant eligibility.

(6) Log out

This logs you out of the participant website.

(7) Confirm/change participant information

Verify details you have provided such as your name and address. Only some of the fields can be updated on this screen.

(8) Estimated contribution limit in iDeCo

(Corporate-type DC plans)
View your estimated contribution limit in iDeCo

(9) Change password

Change your password.

(10) View history

View your past transactions, fees, and other details.

Note: Values displayed on this section for account balances, contribution amounts, and date of next contribution are updated at time of initial log in. Therefore, if you access the website in the evening when data is updated, details displayed in the customer information section may differ from details displayed in other sections of the website.

2Announcements/Message board

The Announcements and Message board section lists notifications and messages from Sompo Japan DC Securities and your company.
Click the message to view its content. Click on "View all announcements" to view all notices.

3"Learning about DC Pension" button

Click this button to access informational materials and a quiz, pertaining to defined contribution plans and how to invest.

4"Try Simulation" button

Click this button to go to the page on which you can conduct life/financial planning simulations. (Japanese language only)

5"About Your Plan" button

Click this button to go to the page on which you can check the details of your DC plan document.

6"Learning by Animation" button

Click this button to go to the page on which you can learn about the DC plan (only corporate-type DC plan) and how to invest your assets using the educational video.

7About "Account Statement for Defined Contribution Pension Plan"

You can change the receiving method and download "Account Statement for Defined Contribution Pension Plan".
*To download, you need to change the receiving method from "by mail" to "by download".

8Account Overview

This section displays your account balances as of the date indicated.

(1) Asset balance, cumulative contributions, gain/loss, investment rate of return

This displays asset balances, cumulative contributions, etc.

  • Gain/loss
    If an investment instructor bears an account maintenance fee for an individual- or corporate-type defined contribution plan, an amount of gain or loss after deducting the account maintenance fee is shown.

    This information is not displayed for those currently receiving benefits.

  • Investment rate of return
    Generally, investment rate of return is updated on the tenth business day of every month.
  The investment rate of return is not displayed for:
1) Those enrolled as participants in individual type defined contribution pension plans
2) Those enrolled in corporate type defined contribution pension plans if:
  • They have lost participant eligibility (excl. investment instructors)
  • They are currently receiving benefits
  • Their Investment rate of return is out of ±100%
  • As of the end of preceding month from the update date, a certain period has not yet passed since the enrollment in DC plan

Click on "View Distribution of Investment Rate of Return" to view section,"Distribution of Investment Rate of Return".

(2) "View detailed asset balances" button

Click this button to access the "Account Information" screen where you can verify details related to the status of your account.

(3) "Switch product" button

Click this button to access the "Switch product" screen.

9Current allocation of contributions (1) Current allocation of contributions

This section enables you to verify your current investment instructions for contributions.
Click the name of an investment product to view details pertaining to that product.

This section is not displayed for:

1) Investment instructors
2) Those who have lost participant eligibility
3) Those who have not provided instructions for their contributions
(2) "Provide instructions to allocate your contributions" button

Click this button to access the "Contribution Instructions" screen.

10Distribution of investment rate of return

This section shows you how your investment rate of return compares to the returns of all of the corporate type defined contribution pension plans administrated by Sompo Japan DC Securities.
Generally, investment rate of return is updated on the tenth business day of every month.

The investment rate of return is not displayed for:

1) Those enrolled in individual type defined contribution pension plans
2) Those enrolled in corporate type defined contribution pension plans if:
  • They have lost participant eligibility
  • They are currently receiving benefits
  • Their Investment rate of return as a participant is not in the range ±100%
  • As of the end of preceding month from the update date, a certain period has not yet passed since the enrollment in DC plan
11Navigation

Click any of these choices for easy navigation to that section of the website.

* Some of the items may not be displayed depending on the pension plan you participate in.