DC Program

Who should attend?

The 17th edition of the Global Fiduciary Symposium provides pre-conference sessions on the latest DC (Defined Contribution) issues for retirement plan professionals, benefit managers, and other executives who oversee Japan’s growing DC marketplace. These sessions are designed to provide the latest updates on DC from Japan, the USA, UK, Europe, and other developed markets. Join us for these important sessions to learn best practices and the latest information from Japan and the world’s leaders in defined contribution investing and administration. 

Monday, November 13

1:00 pm – 1:10 pm

Welcome  |  DC Opening Remarks

Chris J. Battaglia, President, Global Fiduciary Symposium

1:10 pm – 1:40 pm

DC OPENING KEYNOTE  |  Social Security Reform and Issues Facing Japanese Society—Taking a Cue from New Population Projections

Kohei Komamura, Professor, Faculty of Economics, Keio University

1:40 pm – 2:20 pm

DC KEYNOTE 1  |  DC market in the US, the effect of Secure 2.0 and the future of DC

This session will help participants understand the evolving and expanding role of defined contribution. Employers around the world continue shifting the weight of retirement savings to the worker. Defined contribution plans are the savings vehicle of choice, yet the plan structures differ across markets. In this session, our speaker will “Consider the importance and global growth of Defined Contribution”, “Share research and insights on plan design, governance and investment structures” and “Discuss recent regulatory changes and the broadening role of DC plans”. The session will close with a look ahead to future challenges and opportunities.

Stacy Schaus, CFP®, Founder and CEO Schaus Group LLC

2:20 pm – 3:00 pm

DC FIRESIDE CHAT  |  Investment choice of DC plan and participant engagement

Microsoft is one of the world’s largest companies and has one of the largest DC plans. Join this informative Fireside Chat to learn first-hand from Microsoft’s Global Benefits Manager how this important company manages plan participant education, engagement, communication and its innovative investment line-up offered to its 160,000 members.

Brandon Diersch, Global Benefit Manager, Microsoft

Chris J. Battaglia, President, Global Fiduciary Symposium

3:00 pm – 3:30 pm

Networking Break and Refreshments

3:30 pm – 4:00 pm

DC KEYNOTE 2  |  What to expect with the forthcoming regulatory change in DC system in Japan

Keiko Ebi, Director, Private Pension Division Ministry of Health, Labour and Welfare

4:00 pm – 5:00 pm

DC PANEL 1  |  DC governance and the business owner’s responsibility in product selection

‘“Corporate-type DC” is a system in which, at their own risk, employees invest for the purpose of asset formation post-retirement. The system the business owners use (product selection, investment education, etc.) has a significant impact on employee investment behavior. In this way, it can be said that business owners have a great responsibility in terms of the management of this system. This panel will focus on DC governance and the responsibility of business owners to select the products they offer to employees. In particular, we will discuss the hidden costs of investment trusts and the desirable relationship between pension investment management organizations and business owners, along with business owners who make mutual fund selections as well as asset management companies.

Masami Kimura, Secretary General, Kao Group Corporate Pension Fund Compensation and Benefits, Human Capital Strategy, Kao Corporation

Gakuji Tamaki, Corporate Pension Office, Panasonic Operational Excellence Co., Ltd.

Isao Uesaki, Senior Investment Officer, Nomura Asset Management

Moderator: Takashi Kisu, Senior Consultant, Nomura Fiduciary Research & Consulting Co., Ltd. (NFRC)

5:00 pm – 6:00 pm

DC PANEL 2  |  Employee’s financial wellness: Why is it important and how can it be realized?

Kayo Oe, Director & Chief Researcher, Institute for the Advancement of Defined Contribution Plans

Bui Nagashima, Wealth Consulting, Mercer Japan Ltd.

Kenichi Yokota, Representative Director, Well Spent Co., Ltd.

Moderator: Akiko Nomura, Managing Director, Research Department, Nomura Institute of Capital Markets Research

6:00 pm – 6:10 pm

Preview of  tomorrow’s Defined Benefit program

Chris J. Battaglia, President, Global Fiduciary Symposium