Course name

Pensions and Annuities

About the Instructor

Totsuka Tatsuya

Member of the Institute of Actuaries of Japan – Pension Fund Mathematics

Graduate of Kyoto University – Deparment of Math and Science

Mitsui Trust and Banking, Mercer Japan, Sumitomo Bank, Department of Health, Labor and Welfare and others.

Throughout his career, Mr. Tozuka has worked in all fields of corporate pension (including pension mathematics related to institutional design, asset management, pension sales, institutional approval work, and fund audits) and he has also worked on personnel systems (including welfare) and due diligence in M & A.  He also served as an actuary test committee member.

Lecture schedule

A total of 18 class sections during 9 days (2 two-hour sections per day)
For the first 6 to 7 days, practice problems will be covered after lecture. During the remaining days, we will cover only review problems.
Mr. Matsubara will run classes in July and August, while Mr. Soeda will be the lecturer in charge of September and October classes.

For the textbook, we will use the March of 2015 (Heisei 27) Revised Edition of Pension Mathematics, of the Institute of Actuaries of Japan.  In addition, we will not go over in great detail interest rates or life tables, which are covered extensively in Life Insurance Mathematics.  Instead, we will focus on issues peculiar to pension actuarial subjects, such as financial methods and fiscal management of corporate pensions.

Day 1: Fundamentals of Pension Plans and Pension Mathematics
Days 2 & 3: Financial Methods
Days 4 & 5: Financial Validation, Corporate Pension Mathematics
Days 6 & 7: Other Topics
Days 8 & 9: Problem Exercises

For the exercises, we mainly cover past problems from the actuary exam (most recent 4 years), and the end-of-chapter problems in the textbook.

※If you cannot attend class at any time, we are able to provide a video recording of the lecture or lectures missed for those who have paid full tuition at the time of application.  Please do not hesitate to take advantage of this service.

Inquiries and Questions

 

Please feel free to contact us by email or phone.

Email:  secretary@yoshidaand.co.jp
Phone:  080-4339-4650