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Investment options provided by defined contribution plan sponsors: One step towards understanding the behavior of the plan sponsors

Research Project

Project/Area Number 23653085
Research Category

Grant-in-Aid for Challenging Exploratory Research

Allocation TypeMulti-year Fund
Research Field Public finance/Monetary economics
Research InstitutionKyoto Sangyo University

Principal Investigator

NISHIMURA Yoshiko  京都産業大学, 経済学部, 教授 (90319442)

Co-Investigator(Renkei-kenkyūsha) MURAKAMI Keiko  県立広島大学, 経営情報学部, 准教授 (90325142)
NISHIDA Sayuri  東海大学, 政治経済学部, 准教授 (80390285)
Project Period (FY) 2011-04-28 – 2015-03-31
Project Status Completed (Fiscal Year 2014)
Budget Amount *help
¥2,990,000 (Direct Cost: ¥2,300,000、Indirect Cost: ¥690,000)
Fiscal Year 2013: ¥520,000 (Direct Cost: ¥400,000、Indirect Cost: ¥120,000)
Fiscal Year 2012: ¥1,690,000 (Direct Cost: ¥1,300,000、Indirect Cost: ¥390,000)
Fiscal Year 2011: ¥780,000 (Direct Cost: ¥600,000、Indirect Cost: ¥180,000)
Keywords確定拠出年金 / 資産選択 / デフォルト商品 / 雇用主の行動 / 加入者行動 / 金融資産選択行動 / 確定拠出年金導入企業 / 移換資産 / 国際情報交流
Outline of Final Research Achievements

The employers provide investment options to their participants, and the participants choose some funds based on those constraints. As a first step, to clarify the behavior of the employers, we focused on the relationship between the employer's stance (i.e., degree of specialty, dedication) in providing a defined contribution pension plan and the investment options provided by defined contribution plan sponsors. Based on hearing investigation, we determined that the defined contribution pension plans in Japan are not necessarily pensions managed only for their participants. When the employers choose investment options for their participants, some employers are conscious of their main banks and the group of companies associated with the plans.

Report

(5 results)
  • 2014 Annual Research Report   Final Research Report ( PDF )
  • 2013 Research-status Report
  • 2012 Research-status Report
  • 2011 Research-status Report
  • Research Products

    (6 results)

All 2015 2014 2013 2012 2011

All Journal Article (4 results) (of which Acknowledgement Compliant: 1 results,  Peer Reviewed: 2 results) Presentation (2 results)

  • [Journal Article] 企業型確定拠出年金は誰のものか2015

    • Author(s)
      村上恵子・西村佳子
    • Journal Title

      県立広島大学研究紀要

      Volume: 15 Pages: 111-118

    • Related Report
      2014 Annual Research Report
    • Acknowledgement Compliant
  • [Journal Article] 確定拠出年金導入企業の運用資産提供行動―担当者調査データによる分析―2013

    • Author(s)
      西村佳子,西田小百合
    • Journal Title

      京都産業大学論集 社会科学系列

      Volume: 第30号 Pages: 177-192

    • NAID

      110009687530

    • Related Report
      2012 Research-status Report
    • Peer Reviewed
  • [Journal Article] 金融教育が家計の金融資産選択に及ぼす影響-投資家タイプ別にみた教育効果測定の試み-2012

    • Author(s)
      村上恵子,西村佳子
    • Journal Title

      季刊 個人金融

      Volume: Vol6,No.4 Pages: 31-41

    • Related Report
      2011 Research-status Report
    • Peer Reviewed
  • [Journal Article] 確定拠出年金加入者の資産選択と制度移行の影響2011

    • Author(s)
      西田小百合,村上恵子,西村佳子
    • Journal Title

      東海大学紀要政治経済学部

      Volume: 43 Pages: 89-103

    • NAID

      120006591103

    • Related Report
      2011 Research-status Report
  • [Presentation] カナダの私的年金を巡る問題-パーソナル・ファイナンスの観点から―2014

    • Author(s)
      西村佳子
    • Organizer
      日本年金学会
    • Place of Presentation
      京都大学(京都府京都市)
    • Year and Date
      2014-11-29
    • Related Report
      2014 Annual Research Report
  • [Presentation] 確定拠出年金導入企業の運用資産提供行動―加入者調査データによる分析―2012

    • Author(s)
      西村佳子
    • Organizer
      大銀協フォーラム
    • Place of Presentation
      大阪銀行協会
    • Related Report
      2011 Research-status Report

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Published: 2011-08-05   Modified: 2019-07-29  

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