Article 8Conclusion of an Asset Management Contract
第八条（資産管理契約の締結）
An employer must conclude the contract set forth in any of the following items with regard to the reserve fund to be allocated to benefits (hereinafter referred to as the "reserve fund") pursuant to the provisions of Cabinet Order:
事業主は、政令で定めるところにより、給付に充てるべき積立金（以下「積立金」という。）について、次の各号のいずれかに掲げる契約を締結しなければならない。
a trust contract specifying the investment method concluded with a trust company (limited to one licensed as referred to in Article 3 or Article 53, paragraph (1) of the Trust Business Act (Act No. 154 of 2004); the same applies hereinafter), a financial institution engaged in trust business, or a corporate pension fund;
信託会社（信託業法（平成十六年法律第百五十四号）第三条又は第五十三条第一項の免許を受けたものに限る。以下同じ。）、信託業務を営む金融機関又は企業年金基金を相手方とする運用の方法を特定する信託の契約
a life insurance contract concluded with a life insurance company (meaning the life insurance company prescribed in Article 2 of the Insurance Business Act (Act No. 105 of 1995) and the foreign life insurance company, etc. prescribed in paragraph (8) of that Article; the same applies hereinafter);
生命保険会社（保険業法（平成七年法律第百五号）第二条第三項に規定する生命保険会社及び同条第八項に規定する外国生命保険会社等をいう。以下同じ。）を相手方とする生命保険の契約
a mutual aid life insurance contract concluded with a federation of agricultural cooperatives (limited to one whose district is the entire nation and which conducts mutual aid life insurance business under the category of business referred to in Article 10, paragraph (1), item (x) of the Agricultural Cooperatives Act (Act No. 132 of 1947)); or
農業協同組合連合会（全国を地区とし、農業協同組合法（昭和二十二年法律第百三十二号）第十条第一項第十号の事業のうち生命共済の事業を行うものに限る。）を相手方とする生命共済の契約
a non-life insurance contract concluded with a non-life insurance company (meaning the non-life insurance company prescribed in Article 2, paragraph (4) of the Insurance Business Act and the foreign non-life insurance company, etc. prescribed in paragraph (9) of that Article; the same applies hereinafter).
損害保険会社（保険業法第二条第四項に規定する損害保険会社及び同条第九項に規定する外国損害保険会社等をいう。以下同じ。）を相手方とする損害保険の契約
The persons prescribed in the items of the preceding paragraph must not refuse to conclude the contracts set forth respectively in those items (hereinafter referred to as "asset management contracts"), unless there are legitimate grounds therefor.
If an asset management institution cases to be available, the employer must decide on another person that is to be the counterparty of an asset management contract, and conclude an asset management contract with that person.
When an asset management contract has been canceled, the asset management institution pertaining to the canceled asset management contract must promptly transfer the reserve fund pertaining to the asset management contract to the asset management institution specified by the employer.
Beyond what is provided for in the preceding paragraphs, Cabinet Order prescribes the necessary matters in connection with asset management contracts.
Section 2 A Participant or Instructor of a Corporate-type Pension Plan
第二節 企業型年金加入者等
The category I or IV EPI insured person employed at the place of business implementing the plan are to be participant of a corporate-type pension plans.
実施事業所に使用される第一号等厚生年金被保険者は、企業型年金加入者とする。
Notwithstanding the provisions of the preceding paragraph, a person who falls under any of the following items is not to be a participant of a corporate-type pension plan:
when the corporate-type pension plan rules provide for certain qualifications for the category I or IV EPI insured person employed at the place of business implementing the plan to become a participant of a corporate-type pension plan, a person who does not have the qualifications; or
実施事業所に使用される第一号等厚生年金被保険者が企業型年金加入者となることについて企業型年金規約で一定の資格を定めた場合における当該資格を有しない者
a person who has or had the right to receive old-age benefits under the corporate-type pension plan.
企業型年金の老齢給付金の受給権を有する者又はその受給権を有する者であった者
Article 10Timing of Acquisition of the Status
第十条（資格取得の時期）
A participant of a corporate-type pension plan acquires the status as a participant of a corporate-type pension plan on the day on which the person comes to fall under any of the following items:
企業型年金加入者は、次の各号のいずれかに該当するに至った日に、企業型年金加入者の資格を取得する。
when the person becomes employed at the place of business implementing the plan;
実施事業所に使用されるに至ったとき。
when the place of business or office (hereinafter referred to as the "place of business") or the ship where the person is employed becomes a place of business implementing the plan;
when a person employed at a place of business implementing the plan becomes a category I or IV EPI insured person; or
実施事業所に使用される者が、第一号等厚生年金被保険者となったとき。
when a person employed at a place of business implementing the plan acquires the qualifications specified by the corporate-type pension plan rules.
Article 11Timing of Loss of the Status
第十一条（資格喪失の時期）
A participant of a corporate-type pension plan loses the status as a participant of a corporate-type pension plan on the day following the day on which the person comes to fall under any of the following items (if, on the day when that fact occurs, the person further comes to fall under any of the items of the preceding Article, or if the person comes to fall under item (v) (limited to the case specified by Order of the Ministry of Health, Labour and Welfare) or item (vi), on the day of falling under that item):
when the person dies;
死亡したとき。
when the person ceases to be employed at the place of business implementing the plan;
実施事業所に使用されなくなったとき。
when the place of business or the ship where the person is employed ceases to be a place of business implementing the plan;
when the person ceases to be a category I or IV EPI insured person;
第一号等厚生年金被保険者でなくなったとき。
when the person loses the qualifications specified by the corporate-type pension plan rules; or
企業型年金規約により定められている資格を喪失したとき。
when the person becomes a person who has the right to receive old-age benefits under the corporate-type pension plan.
企業型年金の老齢給付金の受給権を有する者となったとき。
第十二条（企業型年金加入者の資格の得喪に関する特例）
If a person loses the status as a participant of a corporate-type pension plan during the month when the person acquired that status, the person is retroactively deemed not to have been a participant of a corporate-type pension plan from the day on which the person acquired the status.
企業型年金加入者の資格を取得した月にその資格を喪失した者は、その資格を取得した日にさかのぼって、企業型年金加入者でなかったものとみなす。
第十三条（同時に二以上の企業型年金の企業型年金加入者となる資格を有する者の取扱い）
If a qualified participant of a corporate-type pension plan of two or more corporate-type pension plans at the same time, the person is not to be a participant of a corporate-type pension plan of the corporate-type pension plans other than the one corporate-type pension plan to be selected by the person, notwithstanding the provisions of Article 9.
The selection referred to in the preceding paragraph must be made within ten days from the day on which the person qualifies as a participant of a corporate-type pension plan of two or more corporate-type pension plans.
If the person prescribed in paragraph (1) makes the selection referred to in that paragraph, the person is retroactively deemed not to have been a participant of a corporate-type pension plan of the corporate-type pension plans other than the one corporate-type pension plan selected by the person from the day on which the person became eligible to qualify as a participant of a corporate-type pension plan of two or more corporate-type pension plans.
If the person prescribed in paragraph (1) does not make the selection referred to in that paragraph, the person is deemed to have selected one of the two or more corporate-type pension plans, pursuant to the provisions of Cabinet Order.
If a participant of a corporate-type pension plan of the first corporate-type pension plan becomes eligible to qualify as a participant of a corporate-type pension plan of a second corporate-type pension plan at the same time, and the person selects the second corporate-type pension plan pursuant to the provisions of paragraph (1), the person becomes ineligible to qualify as a participant of a corporate-type pension plan of the first corporate-type pension plan on the day when the person became a participant of a corporate-type pension plan of the second corporate-type pension plan.
If the person prescribed in paragraph (1) ceases to be a participant of a corporate-type pension plan of the corporate-type pension plan selected pursuant to the provisions of that paragraph, the person acquires the status as a participant of a corporate-type pension plan of a corporate-type pension plan other than that corporate-type pension plan on that day.
Article 14Participant of a Corporate-type Pension Plan Period
第十四条（企業型年金加入者期間）
When calculating the period during which a person is a participant of a corporate-type pension plan (hereinafter referred to as the "participant of a corporate-type pension plan period"), the period is to be calculated on a monthly basis, and the period from the month in which the person acquired the status as a participant of a corporate-type pension plan to the month preceding the month in which the person lost the status is included in that period.
企業型年金加入者である期間（以下「企業型年金加入者期間」という。）を計算する場合には、月によるものとし、企業型年金加入者の資格を取得した月からその資格を喪失した月の前月までをこれに算入する。
With regard to a person who has lost the status as a participant of a corporate-type pension plan, but has subsequently acquired the status as a participant of a corporate-type pension plan of that same corporate-type pension plan again, the former and latter participant of a corporate-type pension plan periods under that corporate-type pension plan are to be totaled.
企業型年金加入者の資格を喪失した後、再びもとの企業型年金の企業型年金加入者の資格を取得した者については、当該企業型年金における前後の企業型年金加入者期間を合算する。
Article 15Instructor of a corporate-type pension plan
第十五条（企業型年金運用指図者）
Any of the following persons is to be an instructor of a corporate-type pension plan:
次に掲げる者は、企業型年金運用指図者とする。
a participant of a corporate-type pension plan aged 60 or over, who has lost the status as a participant of a corporate-type pension plan due to coming to fall under any of the items of Article 11 (excluding items (i) and (iii)) (limited to a person who has assets managed per individual under the corporate-type pension plan); or
a person who was a participant of a corporate-type pension plan of a corporate-type pension plan and who has the right to receive disability benefits as a pension under that corporate-type pension plan.
An instructor of a corporate-type pension plan acquires the status as an instructor of a corporate-type pension plan on the day on which the person comes to fall within the category of the person set forth in any of the items of the preceding paragraph.
企業型年金運用指図者は、前項各号に掲げる者のいずれかに該当するに至った日に、企業型年金運用指図者の資格を取得する。
An instructor of a corporate-type pension plan loses the status as an instructor of a corporate-type pension plan on the day following the day on which the person comes to fall under any of the following items (if the person comes to fall under item (iii), on the day of falling under that item):
企業型年金運用指図者は、次の各号のいずれかに該当するに至った日の翌日（第三号に該当するに至ったときは、当該至った日）に、企業型年金運用指図者の資格を喪失する。
when the person dies;
死亡したとき。
when the person no longer has assets managed per individual under the corporate-type pension plan; or
when the person becomes a participant of a corporate-type pension plan under the corporate-type pension plan.
The provisions of Article 12 apply mutatis mutandis to the status as an instructor of a corporate-type pension plan, and the provisions of the preceding Article apply mutatis mutandis to the case of calculating the period during which a person is an instructor of a corporate-type pension plan (hereinafter referred to as "instructor of a corporate-type pension plan period").
第十二条の規定は企業型年金運用指図者の資格について、前条の規定は企業型年金運用指図者である期間（以下「企業型年金運用指図者期間」という。）を計算する場合について準用する。
第十六条（通知等）
Pursuant to the provisions of Order of the Ministry of Health, Labour and Welfare an employer must give notice of the names and addresses and other matters of the participant of a corporate-type pension plan to the defined contribution pension plan operational management institution which provides records-related services relating to the participants or instructors of the corporate-type pension plan (hereinafter referred to as the "corporate-type pension plan records-related operational management institution"); provided, however, that this does not apply to a case where the employer provides all of the records-related services.
Pursuant to the provisions of Order of the Ministry of Health, Labour and Welfare a participant of a corporate-type pension plan must report the corporate-type pension plan and other matters selected pursuant to the provisions of Article 13, paragraph (1) to the employer or the corporate-type pension plan records-related operational management institution.
企業型年金加入者は、厚生労働省令で定めるところにより、第十三条第一項の規定により選択した企業型年金その他の事項を事業主又は企業型記録関連運営管理機関に申し出なければならない。
第十七条
Pursuant to the provisions of Order of the Ministry of Health, Labour and Welfare an instructor of a corporate-type pension plan must report the name and address and other matters thereof to the corporate-type pension plan records-related operational management institution (including the employer that provides records-related services; hereinafter referred to as the "corporate-type pension plan records-related operational management institution, etc.").
企業型年金運用指図者は、厚生労働省令で定めるところにより、氏名及び住所その他の事項を企業型記録関連運営管理機関（記録関連業務を行う事業主を含む。以下「企業型記録関連運営管理機関等」という。）に申し出なければならない。
Pursuant to the provisions of Order of the Ministry of Health, Labour and Welfare, a corporate-type pension plan records-related operational management institution, etc. must prepare a register of participants or instructors of the corporate-type pension plan, record therein the names and addresses, the dates of acquisition and loss of the status, the amounts of assets managed per individual, and other particulars specified by Order of the Ministry of Health, Labour and Welfare with regard to participants or instructors of the corporate-type pension plan, and keep it.
企業型記録関連運営管理機関等は、厚生労働省令で定めるところにより、企業型年金加入者等に関する原簿を備え、これに企業型年金加入者等の氏名及び住所、資格の取得及び喪失の年月日、個人別管理資産額その他厚生労働省令で定める事項を記録し、これを保存しなければならない。
A person who is or was a participant of a corporate-type pension plan (including a person who is eligible to receive a lump-sum death benefit) may make a request for inspection of the register referred to in the preceding paragraph or make an inquiry on the particulars recorded in that register to the corporate-type pension plan records-related operational management institution, etc. In this case, the corporate-type pension plan records-related operational management institution, etc. must not refuse the request for inspection or refuse to answer the inquiry, unless there are legitimate grounds therefor.
企業型年金加入者及び企業型年金加入者であった者（死亡一時金を受けることができる者を含む。）は、企業型記録関連運営管理機関等に対し、前項の原簿の閲覧を請求し、又は当該原簿に記録された事項について照会することができる。この場合においては、企業型記録関連運営管理機関等は、正当な理由がある場合を除き、閲覧の請求又は照会の回答を拒んではならない。
Section 3 Contributions
第三節 掛金
Article 19Employer and Participant Contributions to the Corporate-type Pension Plan
第十九条（事業主掛金及び企業型年金加入者掛金）
An employer periodically makes contributions at least once a year, pursuant to the provisions of Cabinet Order.
事業主は、政令で定めるところにより、年一回以上、定期的に掛金を拠出する。
The amount of the employer's contribution is to be specified by the corporate-type pension plan rules.
A participant of a corporate-type pension plan may periodically make own contributions pursuant to the provisions of the corporate-type pension plan rules that are in accordance with the standards specified by Cabinet Order.
The amount of the participant of a corporate-type pension plan's contribution is decided or changed by the participant of a corporate-type pension plan pursuant to the provisions of the corporate-type pension plan rules.
企業型年金加入者掛金の額は、企業型年金規約で定めるところにより、企業型年金加入者が決定し、又は変更する。
Article 20Amount of Contribution Limit
第二十条（拠出限度額）
The total annual amount of the employer's contributions to be made for each participant of a corporate-type pension plan (if the participant of a corporate-type pension plan contributes to a participant of a corporate-type pension plan's contribution, the sum of the amount of the employer's contributions and the amount of the participant of a corporate-type pension plan's contribution; hereinafter the same applies in this Article) must not exceed the amount of the contribution limit (meaning the amount specified by Cabinet Order as the maximum total amount of the employer's contributions that may be made per year, taking into account whether the participant of a corporate-type pension plan has the eligibility as a participant of a defined benefit corporate pension plan and other factors).
各企業型年金加入者に係る一年間の事業主掛金の額（企業型年金加入者が企業型年金加入者掛金を拠出する場合にあっては、事業主掛金の額と企業型年金加入者掛金の額との合計額。以下この条において同じ。）の総額は、拠出限度額（一年間に拠出することができる事業主掛金の額の総額の上限として、企業型年金加入者の確定給付企業年金の加入者の資格の有無等を勘案して政令で定める額をいう。）を超えてはならない。
Article 21Payment of the Employer's Contributions
第二十一条（事業主掛金の納付）
An employer is to pay the employer's contribution to the asset management institution by the day specified by the corporate-type pension plan rules.
When an employer pays the employer's contributions, , pursuant to the provisions of Order of the Ministry of Health, Labour and Welfare the employer must give notice of the amount of the employer's contribution for each participant of a corporate-type pension plan to the corporate-type pension plan records-related operational management institution; provided, however, that this does not apply to a case where the employer provides all of the records-related services.
事業主は、事業主掛金を納付する場合においては、厚生労働省令で定めるところにより、各企業型年金加入者に係る事業主掛金の額を企業型記録関連運営管理機関に通知しなければならない。ただし、当該事業主が記録関連業務の全部を行う場合にあっては、この限りでない。