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Article 55Approval of Rules

第五十五条(規約の承認)

The Association must prepare rules concerning an individual-type pension plan and obtain approval of the Minister of Health, Labour and Welfare for those rules.

連合会は、個人型年金に係る規約を作成し、当該規約について厚生労働大臣の承認を受けなければならない。

The rules concerning the individual-type pension plan must provide for the following particulars:

個人型年金に係る規約においては、次に掲げる事項を定めなければならない。

the name and address of the Association;

連合会の名称及び所在地

the names, addresses, and the services to be provided by the defined contribution pension plan operational management institutions that have been entrusted pursuant to the provisions of Article 60, paragraph (1) (including defined contribution pension plan operational management institutions that have been re-entrusted pursuant to the provisions of paragraph (3) of that Article);

第六十条第一項の規定により委託を受けた確定拠出年金運営管理機関(同条第三項の規定により再委託を受けた確定拠出年金運営管理機関を含む。)の名称及び住所並びにその行う業務

particulars concerning the designation of a defined contribution pension plan operational management institution by a participant of an individual-type pension plan or an instructor of an individual-type pension plan investment (hereinafter referred to as a "participant or instructor of an individual-type pension plan");

個人型年金加入者及び個人型年金運用指図者(以下「個人型年金加入者等」という。)による確定拠出年金運営管理機関の指定に関する事項

the method for deciding or changing the amount of the contribution to be made by a participant of an individual-type pension plan (hereinafter referred to as the "participant of an individual-type pension plan's contribution") and other particulars concerning the making of the contributions;

個人型年金加入者が拠出する掛金(以下「個人型年金加入者掛金」という。)の額の決定又は変更の方法その他その拠出に関する事項

in the case of providing that a small and medium-sized employer (meaning an employer with an EPI-applicable place of business that does not implement a corporate-type pension plan or a defined benefit corporate pension plan, where the number of category I EPI insured person employed by the employer is 300 or less; hereinafter the same applies in this Chapter) may make contributions pursuant to the provisions of Article 68-2, paragraph (1), the method for deciding or changing the amount of the contribution and other matters concerning the making of the contributions;

中小事業主(企業型年金及び確定給付企業年金を実施していない厚生年金適用事業所の事業主であって、その使用する第一号厚生年金被保険者の数が三百人以下のものをいう。以下この章において同じ。)が第六十八条の二第一項の規定により掛金を拠出することを定める場合にあっては、当該掛金の額の決定又は変更の方法その他その拠出に関する事項

matters concerning the presentation of the investment method and instructions on investment;

運用の方法の提示及び運用の指図に関する事項

in the case of presenting a default investment method pursuant to the provisions of Article 23-2, paragraph (1) as applied mutatis mutandis pursuant to Article 73, matters concerning presentation of the default investment method;

第七十三条において準用する第二十三条の二第一項の規定により指定運用方法を提示することとする場合にあっては、指定運用方法の提示に関する事項

in the case of excluding an investment method pursuant to the provisions of Article 26, paragraph (1) as applied mutatis mutandis pursuant to Article 73, matters concerning the procedure for the exclusion;

第七十三条において準用する第二十六条第一項の規定により運用の方法を除外することとする場合にあっては、除外に係る手続に関する事項

matters concerning the amount of benefits of the individual-type pension plan (including benefits relating to a person whose assets managed per individual have been transferred to the Association pursuant to the provisions of Article 83, paragraph (1) (excluding a person who acquired the status as a participant of a corporate-type pension plan on or after the day of the transfer, a participant of an individual-type pension plan, or an instructor of an individual-type pension plan investment; referred to as a "person whose assets were transferred to the Association" in Article 73-2 and Article 113, paragraph (1)); the same applies in paragraph (1), item (iv) of the following Article) and the method of payment thereof;

個人型年金の給付(第八十三条第一項の規定により個人別管理資産が連合会に移換された者(当該移換された日以後に企業型年金加入者の資格を取得した者又は個人型年金加入者若しくは個人型年金運用指図者を除く。第七十三条の二及び第百十三条第一項において「連合会移換者」という。)に係る給付を含む。次条第一項第四号において同じ。)の額及びその支給の方法に関する事項

matters concerning the bearing of administrative expenses required for implementing the individual-type pension plan; and

個人型年金の実施に要する事務費の負担に関する事項

other matters specified by Cabinet Order.

その他政令で定める事項

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