Program

Program is subject to change. All times are in JST.


9:00–9:10 a.m.

Opening Remarks

MATSUTANI HIROSHI
Chairman
The Investment Trusts Association, Japan

ERIC J. PAN
President and CEO
Investment Company Institute

 

9:10–9:35 a.m.

Research Presentation: The Rising Role of Account-Based Saving and Investing in the US Retirement System
  • Rising role of individual account-based retirement plans
  • Innovations in retirement plan design
  • Diversification and risk during the accumulation years
  • Managing income and assets in the retirement years

SARAH HOLDEN
Senior Director, Retirement and Investor Research
Investment Company Institute

 

9:35–9:45 a.m.             

Research Presentation: The Tax Treatment of US Retirement Savings
  • Tax treatment of deferred compensation
  • Exempt-Exempt-Taxed (EET) versus Taxed-Exempt-Exempt (TEE)
  • History of contribution limits for defined contribution plans and individual retirement accounts

PETER BRADY
Senior Economic Adviser
Investment Company Institute

 

9:45–10:10 a.m.           

Research Presentation: Insights into Japan’s Defined Contribution Retirement System
  • Elements of Japanese and US retirement systems
  • Japanese regulatory authority landscape
  • Significant changes in the history of the Japanese retirement system
  • Role of investment funds in Japanese retirement system

NOMURA AKIKO
Managing Director, Research Department
Nomura Institute of Capital Markets Research

 

10:10–10:25 a.m.         

Regulator Presentation: Retirement Reforms Under Consideration in Japan

ONO TOSHIKI
Director, Private Pension Division
Pension Bureau
Ministry of Health, Labour, and Welfare

 

10:25–10:55 a.m.         

Roundtable Discussion of Retirement System Design and Policy Changes

NOMURA AKIKO
Managing Director, Research Department
Nomura Institute of Capital Markets Research

ONO TOSHIKI
Director, Private Pension Division
Pension Bureau
Ministry of Health, Labour, and Welfare

SARAH HOLDEN
Senior Director, Retirement and Investor Research
Investment Company Institute

PETER BRADY
Senior Economic Adviser
Investment Company Institute

 

10:55–11:00 a.m.         

Closing Remarks

MATSUTANI HIROSHI
Chairman
The Investment Trusts Association, Japan

ERIC J. PAN
President and CEO
Investment Company Institute