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