section j: pension (pension)
==========================================================================================
hrs 2014 final release
note to users: this codebook is designed to match the distribution dataset.
codebook metadata are derived from the data collection instrument.
if you have questions concerning codebook layout or content please bring
them to the attention of the hrs staff at hrsquestions@umich.edu.
printing recommendation: set margins (left/right/top/bottom) to .5 inch; print
in portrait orientation using a mono-space 10-point font.
==========================================================================================
hhid household identification number
section: j level: pension type: character width: 6 decimals: 0
.................................................................................
18263 010004-958361. household identification number
pn respondent person identification number
section: j level: pension type: character width: 3 decimals: 0
.................................................................................
10246 010. person identifier
631 011. person identifier
39 012. person identifier
6018 020. person identifier
172 021. person identifier
17 022. person identifier
366 030. person identifier
40 031. person identifier
14 032. person identifier
3 033. person identifier
660 040. person identifier
51 041. person identifier
4 042. person identifier
2 043. person identifier
subhh 2014 sub household identification number
section: j level: pension type: character width: 1 decimals: 0
.................................................................................
16621 0. original sample household - no split from divorce or
separation of spouses or partners
841 1. split household - one half of couple from subhh 0 and new
spouse or partner, if any
630 2. split household - one half of couple from subhh 0 and new
spouse or partner, if any
73 5. split household - one half of couple from subhh 1 or 2
3 6. split household - one half of couple from subhh 1 or 2
95 7. reunited household - respondents from split household
reunite
8. split household - one half of couple from subhh 1 or 2
nsubhh 2012 sub household identification number
section: j level: pension type: character width: 1 decimals: 0
.................................................................................
16937 0. original sample household - no split from divorce or
separation of spouses or partners
685 1. split household - one half of couple from subhh 0 and new
spouse or partner, if any
522 2. split household - one half of couple from subhh 0 and new
spouse or partner, if any
59 5. split household - one half of couple from subhh 1 or 2
3 6. split household - one half of couple from subhh 1 or 2
57 7. reunited household - respondents from split household
reunite
8. split household - one half of couple from subhh 1 or 2
pn_sp 2014 spouse/partner person number
section: j level: pension type: character width: 3 decimals: 0
.................................................................................
5915 010. person identifier
579 011. person identifier
20 012. person identifier
5705 020. person identifier
159 021. person identifier
5 022. person identifier
181 030. person identifier
28 031. person identifier
5 032. person identifier
414 040. person identifier
39 041. person identifier
4 042. person identifier
2 043. person identifier
29 811. spouse of non-original respondent
4 812. spouse of non-original respondent
3 821. spouse of non-original respondent
2 831. spouse of non-original respondent
6 832. spouse of non-original respondent
6 841. spouse of non-original respondent
3 842. spouse of non-original respondent
5154 blank. single respondent household
csr 2014 whether coversheet respondent
section: j level: pension type: numeric width: 1 decimals: 0
.................................................................................
12016 1. yes
23 3. 2nd coverscreen r, answers not retained
6224 5. no
famr 2014 whether family respondent
section: j level: pension type: numeric width: 1 decimals: 0
.................................................................................
11253 1. family r
25 3. 2nd family r, answers not retained
6985 5. non-family r
finr 2014 whether financial respondent
section: j level: pension type: numeric width: 1 decimals: 0
.................................................................................
12488 1. financial r
24 3. 2nd financial r, answers not retained
5751 5. non-financial r
j2jobndx job table index
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].jobindex
.................................................................................
9115 1-6. link to preload job table
9146 10. new job added 2014
2 blank. inap (inapplicable); partial interview
j2z140 prev wave old pension type
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z140_oldpentype_v
*
.................................................................................
1897 1. db (formula)
3486 2. dc (account)
147 3. both type
217 8. dk (don't know); na (not ascertained)
33 9. rf (refused)
12483 blank. inap (inapplicable); partial interview
j2z142 prev wave old employer begin yr
section: j level: pension type: numeric width: 4 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z142_oldempbegyr_v
.................................................................................
12706 1940-2014. actual value
121 9998. dk (don't know); na (not ascertained)
21 9999. rf (refused)
5415 blank. inap (inapplicable); partial interview
j2z143 prev wave old employer end yr
section: j level: pension type: numeric width: 4 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z143_oldempendyr_v
.................................................................................
4332 1953-2014. actual value
56 9998. dk (don't know); na (not ascertained)
14 9999. rf (refused)
13861 blank. inap (inapplicable); partial interview
j2z510m prev wave old employer - state - masked
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z510_oldempstate
.................................................................................
348 1. northeast region: new england division (me, nh, vt, ma, ri,
ct)
1176 2. northeast region: middle atlantic division (ny, nj, pa)
1481 3. midwest region: east north central division (oh, in, il, mi,
wi)
662 4. midwest region: west north central division (mn, ia, mo, nd,
sd, ne, ks)
1791 5. south region: south atlantic division (de, md, dc, va, wv,
nc, sc, ga, fl)
506 6. south region: east south central division (ky, tn, al, ms)
760 7. south region: west south central division (ar, la, ok, tx)
607 8. west region: mountain division (mt, id, wy, co, nm, az, ut,
nv)
1369 9. west region: pacific division (wa, or, ca, ak, hi)
22 11. foreign country: not in a census division (includes u.s.
territories)
20 98. dk (don't know); na (not ascertained)
29 99. rf (refused)
9492 blank. inap (inapplicable); partial interview
j2z504 related job number
section: j level: pension type: character width: 3 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z504_jobid
.................................................................................
9119 301-308. text job id number
9144 blank. inap (inapplicable); partial interview
j2z139 prev wave pension index
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z139_pensionndx_v
.................................................................................
9120 1-10. link to preload pension table
9143 blank. inap (inapplicable); partial interview
j2z505 pension number for tracking
section: j level: pension type: character width: 3 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z505_pensionid
.................................................................................
9120 101-112. pension id number
9143 blank. inap (inapplicable); partial interview
j2z507 prev wave pension plan type
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z507_plantype
.................................................................................
3258 1. 401k plan
1387 2. defined benefit plan
1201 3. defined contribution plan
371 4. supplemental retirement account (sra)
24 5. 401a plan
383 6. 403b plan
87 7. 457 plan
146 8. thrift/savings plan (tsp)
104 9. profit-sharing plan
81 10. employee stock ownership plan (esop)
2 11. money purchase plan
2 12. portable cash option plan
37 13. employee stock purchase plan (espp)
97 14. sep or simple plan
50 15. combination plan
14 16. cash balance plan
765 97. other
177 98. dk (don't know); na (not ascertained)
791 99. rf (refused)
9286 blank. inap (inapplicable); partial interview
j2z508 preloaded plan provider type
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.bj_preload_pastpens[1].z508_typeprovider
*
.................................................................................
5226 1. private employer
2455 2. government employer
239 3. r's own business
503 4. union
338 7. other
50 8. dk (don't know); na (not ascertained)
17 9. rf (refused)
9435 blank. inap (inapplicable); partial interview
j2z503 job type
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z503_jobstatus
.................................................................................
5949 1. previous wave job
3925 2. old job
8389 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.w400_pensiongridintro
if (pirvarsz076_reiwr_v = reiwr) or ((secj2.j848_ <> no) and (secj2.j851_ <>
no)) then
if (((secj2.askpensiongrid.i = 1) or pensionrow[i - 1].z505_pensionid <> empty)
or (pensionrow[i - 1].w401_anyother = yes)) or ((((secj2.askpensiongrid.i =
(secj2.askpensiongrid.firstemptyrow + 1)) and (pensionrow[i - 1].w401_anyother
= no)) and (piw415_totalpreloadplans > 0)) and (((pij849_ = yes) or (pij851_ =
yes)) or ((piw417_samejobpwandcw = yes) and (piw416_totalpwjobpreloadplans >
0)))) then
if secj2.askpensiongrid.pensionrow[i].z505_pensionid = empty then
if not(((pij849_ = yes) or (pij851_ = yes)) and (piindex = 1)) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w401 any other pensions
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w401_anyother
if total preload plans = 0 and participating in plan (j849 = yes or j851 = yes)
let's talk about the plan(s) on your current job. iwer: enter ''1'' to continue
if total preload plans = 0 and not participating in plan (j849 = no and j851 =
no)
we have no record that you ever reported a retirement or pension plan, but just
so we are clear -- do you have any retirement or tax deferred savings accounts
or pensions from any previous business, employer or union?
if total preload plans > 0 and participating in plan (j849 = yes or j851 = yes)
earlier you mentioned that you are participating in a retirement account or
pension with your current job or union - is that correct?
if total preload plans > 0 and w417 = yes and j848 <> no and j849 <> no and j851
<> no
since we last talked to you in [r's last iw month, year/year 2 years ago], are
you now participating in a retirement or tax deferred savings account or pension
offered to you by your current [employer/business] or union?
[do you have any other retirement or tax deferred savings accounts or pensions
with your current job or union that we have not already mentioned?/do you have
any other retirement or tax deferred savings accounts or pensions that we have
not already mentioned?/do you have any other retirement or tax deferred savings
accounts or pensions with your current job or union?]
[please do not include iras that are not sponsored by an employer or union.]
iwer: if r mentions a benefit plan that provides medical, disability, or
"flexible spending" benefits, do not include this as a plan.
iwer: if r asks for clarification, read: we are interested in plans for which
you have money in an account or from which you expect to claim benefits and
haven't rolled over into an ira.
iwer: include only pension plans sponsored by r's own employer, business or
union. for example, do not include plans from a current, former or deceased
spouse.
.................................................................................
1269 1. yes
6627 5. no
23 8. dk (don't know); na (not ascertained)
45 9. rf (refused)
10299 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.w400_pensiongridintro
if (pirvarsz076_reiwr_v = reiwr) or ((secj2.j848_ <> no) and (secj2.j851_ <>
no)) then
if (((secj2.askpensiongrid.i = 1) or pensionrow[i - 1].z505_pensionid <> empty)
or (pensionrow[i - 1].w401_anyother = yes)) or ((((secj2.askpensiongrid.i =
(secj2.askpensiongrid.firstemptyrow + 1)) and (pensionrow[i - 1].w401_anyother
= no)) and (piw415_totalpreloadplans > 0)) and (((pij849_ = yes) or (pij851_ =
yes)) or ((piw417_samejobpwandcw = yes) and (piw416_totalpwjobpreloadplans >
0)))) then
if not(secj2.askpensiongrid.pensionrow[i].z505_pensionid = empty) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w402 confirm preloaded pension
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w402_verify
first plan:
[first, [w/w]]e'd like to go over retirement plans you have told us about in
previous interviews [and then we'll ask about any other plans you may have with
your current [employer/business]]./[according to our records, you had (a/an)
[plan type] plan with [[old employer name (z141)]/a job] where you worked from
approximately [old employer beginning year (z142)] until [old employer ending
year (z143)], [which you called your [plan name (z506)] (plan)].
other plans:
[next, our records show] you had (a/an) [plan type] plan with [[old employer
name (z141)]/a job] where you worked from approximately [old employer beginning
year (z142)] until [old employer ending year (z143)], [which you called your
[plan name (z506)] (plan)]..
did you ever have such a plan?
iwer: for this question we are interested in knowing whether our records are
basically correct - that, in fact, r has or had a plan with this employer, even
if it was subsequently terminated, frozen or cashed out, etc. in what follows,
you will be confirming the information in our records and can make any necessary
corrections to employer name, plan name, plan type, and employment dates.
iwer: choose code '5' only if this plan is completely unknown to r because we
will drop the plan from all follow-up questions.
star here on friday
.................................................................................
2751 1. yes
307 5. no, r never had this plan
11 8. dk (don't know); na (not ascertained)
6 9. rf (refused)
15188 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.askpensiongrid.pensionrow[i].w402_verify
if (secj2.askpensiongrid.pensionrow[i].w402_verify <> rdenies) and
secj2.askpensiongrid.pensionrow[i].w402_verify <> nonresponse then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w403 still have plan now
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w403_stillhaveplan
[iwer: ask or record]
first plan:
[first, we'd/we'd] like to go over plans you have told us about in previous
interviews.
according to our records, you had (a/an) [plan type] plan with [[old employer
name(z141)]/a job] where you worked from approximately [old employer beginning
year (z142)] until [old employer ending year (z143)], [which you called your
[plan name (z506)] (plan)].
other plans:
next, our records show that you had (a/an) [plan type] plan with [[old employer
name(z141)]/a job] where you worked from approximately [old employer beginning
year (z142)] until [old employer ending year (z143)], [which you called your
[plan name (z506)] (plan)].
do you still have this plan?
iwer: if r isn't sure if still has plan, read: we are interested in plans for
which you still have money in an account or from which you expect to claim
benefits and haven't rolled over into an ira.
iwer: if r volunteers that plan is an ira, use code 5.
iwer: choose code 2 if some information is incomplete, incorrect, or r would
like to modify.
.................................................................................
7368 1. yes
160 2. yes, edit information
1211 5. no
62 6. no, r never had this plan
19 8. dk (don't know); na (not ascertained)
8 9. rf (refused)
9435 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan
if (secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no) or
(secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w404m1 plan status -1
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w404_status[1]
[iwer: ask or record:]
what happened to this plan?
iwer: read response options to probe if needed. choose all that apply. probe for
"anything else?"
.................................................................................
431 1. withdrew all of the money/received full amount as cash
settlement or lump-sum
75 2. combined it with another plan
25 3. transferred to new employer
382 4. rolled over into ira
40 5. lost all benefits
5 6. frozen, or lost some benefits
30 7. converted to or purchased an annuity
18 8. receiving regular payments/benefits
16 9. withdrew some of the money
8 95. duplicate pension plan
18 96. not a pension plan; r not included in this plan
165 97. other
25 98. dk (don't know); na (not ascertained)
4 99. rf (refused)
17021 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan
if (secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no) or
(secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w404m2 plan status -2
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w404_status[2]
[iwer: ask or record:]
what happened to this plan?
iwer: read response options to probe if needed. choose all that apply. probe for
"anything else?"
.................................................................................
1. withdrew all of the money/received full amount as cash
settlement or lump-sum
1 2. combined it with another plan
3. transferred to new employer
11 4. rolled over into ira
5. lost all benefits
1 6. frozen, or lost some benefits
6 7. converted to or purchased an annuity
2 8. receiving regular payments/benefits
7 9. withdrew some of the money
95. duplicate pension plan
96. not a pension plan; r not included in this plan
11 97. other
98. dk (don't know); na (not ascertained)
99. rf (refused)
18224 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan
if (secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no) or
(secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w404m3 plan status -3
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w404_status[3]
[iwer: ask or record:]
what happened to this plan?
iwer: read response options to probe if needed. choose all that apply. probe for
"anything else?"
.................................................................................
1. withdrew all of the money/received full amount as cash
settlement or lump-sum
2. combined it with another plan
3. transferred to new employer
4. rolled over into ira
5. lost all benefits
6. frozen, or lost some benefits
7. converted to or purchased an annuity
8. receiving regular payments/benefits
9. withdrew some of the money
95. duplicate pension plan
96. not a pension plan; r not included in this plan
2 97. other
98. dk (don't know); na (not ascertained)
99. rf (refused)
18261 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan
if (secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no) or
(secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w404m4 plan status -4
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w404_status[4]
[iwer: ask or record:]
what happened to this plan?
iwer: read response options to probe if needed. choose all that apply. probe for
"anything else?"
.................................................................................
1. withdrew all of the money/received full amount as cash
settlement or lump-sum
2. combined it with another plan
3. transferred to new employer
4. rolled over into ira
5. lost all benefits
6. frozen, or lost some benefits
7. converted to or purchased an annuity
8. receiving regular payments/benefits
9. withdrew some of the money
95. duplicate pension plan
96. not a pension plan; r not included in this plan
97. other
98. dk (don't know); na (not ascertained)
99. rf (refused)
18263 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.w400_pensiongridintro
if (pirvarsz076_reiwr_v = reiwr) or ((secj2.j848_ <> no) and (secj2.j851_ <>
no)) then
if (((secj2.askpensiongrid.i = 1) or pensionrow[i - 1].z505_pensionid <> empty)
or (pensionrow[i - 1].w401_anyother = yes)) or ((((secj2.askpensiongrid.i =
(secj2.askpensiongrid.firstemptyrow + 1)) and (pensionrow[i - 1].w401_anyother
= no)) and (piw415_totalpreloadplans > 0)) and (((pij849_ = yes) or (pij851_ =
yes)) or ((piw417_samejobpwandcw = yes) and (piw416_totalpwjobpreloadplans >
0)))) then
if secj2.askpensiongrid.pensionrow[i].z505_pensionid = empty then
if secj2.askpensiongrid.pensionrow[i].w401_anyother = yes then
or{previous ask} secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan
if ((secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan <> refusal) and not
(lostbenefits in secj2.askpensiongrid.pensionrow[i].w404_status)) and
secj2.askpensiongrid.pensionrow[i].w404_status <> nonresponse then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w405 who
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].pensionrowcommon.w405_typeprovider
who [provides this plan - is/provided this plan - was] it a private employer, a
local, state or federal government, your own business, or a union that is
independent of a specific employer?
iwer: if this is a union plan that is only valid with the employer or business,
probe as needed for employer type and use codes 1-3 as appropriate.
iwer: a financial institution that manages the account is not a provider.
.................................................................................
2445 1. private employer
1112 2. government employer
143 3. r's own business
232 4. union
161 7. other
57 8. dk (don't know); na (not ascertained)
8 9. rf (refused)
14105 blank. inap (inapplicable); partial interview
构造变量
{previous ask}
secj2.askpensiongrid.pensionrow[i].pensionrowcommon.w406_planname
if (((piw404_status = empty or (frozen in piw404_status)) or (withdrewsomemoney
in piw404_status)) or (leftmoney in piw404_status)) or (other in piw404_status)
then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w407 type
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].pensionrowcommon.w407_plankind
[iwer: ask or record:]
[we have this listed as a [401k plan/supplemental retirement account
(sra)/defined benefit plan/defined contribution plan/401a plan/403b plan/457
plan/thrift/savings plan (tsp)/profit-sharing plan/employee stock ownership plan
(esop)/money purchase plan/portable cash option plan/employee stock purchase
plan (espp)/sep or simple plan/combination plan/cash balance plan/pension plan].
is that right? if this is not right, ask: / ]
[what kind of plan [is/was] this? [is/was] it a 401k, a defined benefit, a
defined contribution, or what?
iwer: if r reports an individual retirement account or ira, use code 96.
.................................................................................
3592 1. 401k plan
1694 2. defined benefit plan
1385 3. defined contribution plan
344 4. supplemental retirement account (sra)
24 5. 401a plan
414 6. 403b plan
99 7. 457 plan
137 8. thrift/savings plan (tsp)
107 9. profit-sharing plan
76 10. employee stock ownership plan (esop)
3 11. money purchase plan
3 12. portable cash option plan
35 13. employee stock purchase plan (espp)
96 14. sep or simple plan
57 15. combination plan
14 16. cash balance plan
32 96. ira
839 97. other
354 98. dk (don't know); na (not ascertained)
650 99. rf (refused)
8308 blank. inap (inapplicable); partial interview
j2z200 rpt yr
section: j level: pension type: numeric width: 4 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].pensionrowcommon.z200_yrrptpastpen
.................................................................................
9081 1992-2012. actual value
9182 blank. inap (inapplicable); partial interview
构造变量
{previous ask}
secj2.askpensiongrid.pensionrow[i].pensionrowcommon.w407_plankind
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w408 job
section: j level: pension type: character width: 3 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].pensionrowcommon.w408_whichprovider
[iwer: ask or record:]
[what is the name of the union that provides this plan?/who did you work for
when you started this plan?/is [previous employer name] the
[union/business/employer] that provided this plan?]
iwer: if this plan is from a past period of self employment, select code 997.
.................................................................................
12094 301-308. job number
394 911. current employer
28 996. current self-employment
697 997. not on list: specify
20 998. dk (don't know); na (not ascertained)
9 999. rf (refused)
5021 blank. inap (inapplicable); partial interview
j2w460 related job number - updated
section: j level: pension type: character width: 3 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].pensionrowcommon.w460_updatedjobid
*
.................................................................................
12094 301-308. job number
6169 blank. inap (inapplicable); partial interview
构造变量
{previous ask}
secj2.askpensiongrid.pensionrow[i].pensionrowcommon.w408_whichprovider
if secj2.askpensiongrid.pensionrow[i].pensionrowcommon.w405_typeprovider <>
union then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w410 begin
section: j level: pension type: numeric width: 4 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].pensionrowcommon.w410_yrbegin
[iwer: ask or record:]
[when did you [first become/start working] [a member of this union/for this
business/for this employer]?/is [year begin employment] the year you [first
became/started working] [a member of this union/for this business/for this
employer]?]
.................................................................................
12717 1900-2014. actual value
55 9998. dk (don't know); na (not ascertained)
7 9999. rf (refused)
5484 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.askpensiongrid.pensionrow[i].pensionrowcommon.w410_yrbegin
if not((secj2.askpensiongrid.pensionrow[i].pensionrowcommon.w408_whichprovider
= current) or (((piw417_samejobpwandcw = yes) and
secj2.askpensiongrid.pensionrow[i].pensionrowcommon.w408_whichprovider <>
empty) and (w408_whichprovider.ord = picurrentemployer))) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w411 end
section: j level: pension type: numeric width: 4 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].pensionrowcommon.w411_yrend
[iwer: ask or record:]
[when did you [stop being/stop working] [a member of this union/for this
business/for this employer]?/is [year begin employment] the year you [stopped
being/stopped working] [a member of this union/for this business/for this
employer]?]
iwer: if r is still working for this employer or business, leave blank
iwer: if r is on temporary lay-off and expects to go back, leave blank
.................................................................................
4671 1900-2014. actual value
41 9998. dk (don't know); na (not ascertained)
8 9999. rf (refused)
13543 blank. inap (inapplicable); partial interview
j2w413m state - masked
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].pensionrowcommon.w413_empstatehidden
.................................................................................
381 1. northeast region: new england division (me, nh, vt, ma, ri,
ct)
1297 2. northeast region: middle atlantic division (ny, nj, pa)
1579 3. midwest region: east north central division (oh, in, il, mi,
wi)
685 4. midwest region: west north central division (mn, ia, mo, nd,
sd, ne, ks)
1980 5. south region: south atlantic division (de, md, dc, va, wv,
nc, sc, ga, fl)
536 6. south region: east south central division (ky, tn, al, ms)
810 7. south region: west south central division (ar, la, ok, tx)
636 8. west region: mountain division (mt, id, wy, co, nm, az, ut,
nv)
1500 9. west region: pacific division (wa, or, ca, ak, hi)
28 11. foreign country: not in a census division (includes u.s.
territories)
97. other country (specify)
26 98. dk (don't know); na (not ascertained)
28 99. rf (refused)
8777 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.w400_pensiongridintro
if (pirvarsz076_reiwr_v = reiwr) or ((secj2.j848_ <> no) and (secj2.j851_ <>
no)) then
if ((((askpensiongrid.pensionrow[i].w402_verify = correct) and
(askpensiongrid.pensionrow[i].w403_stillhaveplan <> refusal)) and not
(lostbenefits in askpensiongrid.pensionrow[i].w404_status)) and
askpensiongrid.pensionrow[i].w404_status <> nonresponse) or
(askpensiongrid.pensionrow[i].w401_anyother = yes) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w419 followupintro
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].w419_
[[employer name]/job [dates] - [type of retirement plan]]
now we'd like to talk about your [insert plan name] (plan). [when answering
questions about this plan, please include any plan you combined with or
transferred into it./ ]
iwer: press '1' to continue
.................................................................................
9908 1. continue
4 8. dk (don't know); na (not ascertained)
2 9. rf (refused)
8349 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if ((piz503_jobstatus = pwjob) and (piw417_samejobpwandcw = no)) and
(piw403_stillhaveplan = yes) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w420m1 what happened to pw job plan -1
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].w420_[1]
[[employer name]/job [dates] - [type of retirement plan]]
we'd like to know what has happened to your [insert plan name] (plan) since you
left [[employer name]/your job]. are you receiving regular payments now, did you
leave the money in the account, did you withdraw all or part of the money, did
you roll it over into an ira, did you convert it to an annuity, or what?
iwer: choose all that apply. probe for "anything else?"
.................................................................................
296 1. receiving regular payments/benefits
385 2. left money in the account
11 3. withdrew all of the money/received full amount as cash
settlement or lump-sum
48 4. withdrew some of the money
80 5. rolled over into ira
16 6. converted to or purchased an annuity
9 7. haven't done anything with plan/waiting to become eligible
for benefits
2 8. combined it with another plan
3 9. transferred to new employer
10. lost all benefits
1 11. frozen, or lost some benefits
34 97. other (specify)
6 98. dk (don't know); na (not ascertained)
7 99. rf (refused)
17365 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if ((piz503_jobstatus = pwjob) and (piw417_samejobpwandcw = no)) and
(piw403_stillhaveplan = yes) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w420m2 what happened to pw job plan -2
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].w420_[2]
[[employer name]/job [dates] - [type of retirement plan]]
we'd like to know what has happened to your [insert plan name] (plan) since you
left [[employer name]/your job]. are you receiving regular payments now, did you
leave the money in the account, did you withdraw all or part of the money, did
you roll it over into an ira, did you convert it to an annuity, or what?
iwer: choose all that apply. probe for "anything else?"
.................................................................................
11 1. receiving regular payments/benefits
25 2. left money in the account
3. withdrew all of the money/received full amount as cash
settlement or lump-sum
27 4. withdrew some of the money
13 5. rolled over into ira
7 6. converted to or purchased an annuity
3 7. haven't done anything with plan/waiting to become eligible
for benefits
3 8. combined it with another plan
9. transferred to new employer
10. lost all benefits
1 11. frozen, or lost some benefits
8 97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
18165 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if ((piz503_jobstatus = pwjob) and (piw417_samejobpwandcw = no)) and
(piw403_stillhaveplan = yes) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w420m3 what happened to pw job plan -3
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].w420_[3]
[[employer name]/job [dates] - [type of retirement plan]]
we'd like to know what has happened to your [insert plan name] (plan) since you
left [[employer name]/your job]. are you receiving regular payments now, did you
leave the money in the account, did you withdraw all or part of the money, did
you roll it over into an ira, did you convert it to an annuity, or what?
iwer: choose all that apply. probe for "anything else?"
.................................................................................
1. receiving regular payments/benefits
4 2. left money in the account
3. withdrew all of the money/received full amount as cash
settlement or lump-sum
1 4. withdrew some of the money
3 5. rolled over into ira
3 6. converted to or purchased an annuity
1 7. haven't done anything with plan/waiting to become eligible
for benefits
1 8. combined it with another plan
1 9. transferred to new employer
10. lost all benefits
1 11. frozen, or lost some benefits
4 97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
18244 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if ((piz503_jobstatus = pwjob) and (piw417_samejobpwandcw = no)) and
(piw403_stillhaveplan = yes) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w420m4 what happened to pw job plan -4
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].w420_[4]
[[employer name]/job [dates] - [type of retirement plan]]
we'd like to know what has happened to your [insert plan name] (plan) since you
left [[employer name]/your job]. are you receiving regular payments now, did you
leave the money in the account, did you withdraw all or part of the money, did
you roll it over into an ira, did you convert it to an annuity, or what?
iwer: choose all that apply. probe for "anything else?"
.................................................................................
1. receiving regular payments/benefits
2. left money in the account
3. withdrew all of the money/received full amount as cash
settlement or lump-sum
4. withdrew some of the money
5. rolled over into ira
6. converted to or purchased an annuity
7. haven't done anything with plan/waiting to become eligible
for benefits
8. combined it with another plan
9. transferred to new employer
10. lost all benefits
11. frozen, or lost some benefits
1 97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
18262 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if ((piz503_jobstatus = pwjob) and (piw417_samejobpwandcw = no)) and
(piw403_stillhaveplan = yes) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w420m5 what happened to pw job plan -5
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].w420_[5]
[[employer name]/job [dates] - [type of retirement plan]]
we'd like to know what has happened to your [insert plan name] (plan) since you
left [[employer name]/your job]. are you receiving regular payments now, did you
leave the money in the account, did you withdraw all or part of the money, did
you roll it over into an ira, did you convert it to an annuity, or what?
iwer: choose all that apply. probe for "anything else?"
.................................................................................
1. receiving regular payments/benefits
2. left money in the account
3. withdrew all of the money/received full amount as cash
settlement or lump-sum
4. withdrew some of the money
5. rolled over into ira
6. converted to or purchased an annuity
7. haven't done anything with plan/waiting to become eligible
for benefits
8. combined it with another plan
9. transferred to new employer
10. lost all benefits
11. frozen, or lost some benefits
97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
18263 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w420_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w458 any money left in plan
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].w458_
[[employer name]/job [dates] - [type of retirement plan]]
(just to be sure), do you have any money left in the [insert plan name] (plan)?
.................................................................................
173 1. yes
63 5. no
4 8. dk (don't know); na (not ascertained)
9. rf (refused)
18023 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w420_ <> refusal then
if (secj2.pensionfollowup.plandisposition.w445_lostallbenefits <> yes) or
(secj2.pensionfollowup.plandisposition.w450_cardinal > 1) then
if (secj2.pensionfollowup.plandisposition.w443_combinedwithotherplan = yes) or
(secj2.pensionfollowup.plandisposition.w444_transferredtonewemployer = yes)
then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w422 plan trans to-combined with
section: j level: pension type: character width: 3 decimals: 0
ref: secj2.pensionfollowup[1].combinedplans.w422_
[[employer name]/job [dates] - [type of retirement plan]]
you mentioned (earlier) that you had [combined/transferred] this plan [with some
other plan/to a new employer]. which plan is that in now?
iwer: if you've just added this plan because it was 'not on list' before, please
select the correct plan now.
.................................................................................
82 101-107. pension id number
9 996. ira: specify
13 997. not on list
3 998. dk (don't know); na (not ascertained)
999. rf (refused)
18156 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].combinedplans.w422_
if secj2.pensionfollowup[i].combinedplans.w422_ = notonlist then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w424 not on list - is ira or from employer
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].combinedplans.w424_
[[employer name]/job [dates] - [type of retirement plan]]
is this plan associated with an employer of yours?
.................................................................................
4 1. yes
9 5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
18250 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w420_ <> refusal then
if (secj2.pensionfollowup.plandisposition.w445_lostallbenefits <> yes) or
(secj2.pensionfollowup.plandisposition.w450_cardinal > 1) then
if (piw401_anyother = yes) and (secj2.pensionfollowup.plandisposition.w451_dead
= no) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2352 years in plan
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].yearsinplan.j352
[[employer name]/job [dates] - [type of retirement plan]]
for how many years altogether [have you been/were you] included in this plan?
iwer: if less than a year, enter '1' year.
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
1223 0 54 12.39 12.04 16995
-----------------------------------------------------------------
33 98. dk (don't know); na (not ascertained)
12 99. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w420_ <> refusal then
if (secj2.pensionfollowup.plandisposition.w445_lostallbenefits <> yes) or
(secj2.pensionfollowup.plandisposition.w450_cardinal > 1) then
if ((piw401_anyother = yes) or (piw403_stillhaveplan = yes)) and
(secj2.pensionfollowup.plandisposition.w451_dead = no) then
if piw452_pensionfromnewjoborsamejobaspw = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2850 given choice-automatic enroll
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plantype.j850_
[[employer name]/job [dates] - [type of retirement plan]]
[(/]in some cases, workers who want to participate in their retirement plan have
to sign up for the plan. in other cases, workers are automatically enrolled and
if they don't want to participate they have to withdraw from the plan.[/)]
[did you have to sign up for your [insert plan name] (plan) or were you
automatically enrolled?/which [is/was] it with your [insert plan name] (plan)?]
.................................................................................
1115 1. have to sign up
819 3. automatically enrolled
42 8. dk (don't know); na (not ascertained)
8 9. rf (refused)
16279 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w420_ <> refusal then
if (secj2.pensionfollowup.plandisposition.w445_lostallbenefits <> yes) or
(secj2.pensionfollowup.plandisposition.w450_cardinal > 1) then
if ((piw401_anyother = yes) or (piw403_stillhaveplan = yes)) and
(secj2.pensionfollowup.plandisposition.w451_dead = no) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2338 pension plan type-db or dc
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plantype.j338a
[[employer name]/job [dates] - [type of retirement plan]]
[/(]some retirement plans base benefits on a formula involving age, years of
service and salary, often called a defined benefit plan. some plans base
benefits on how much money has accumulated in a person's retirement account,
often called a defined contribution plan. other plans use both ways of setting
benefits.[/)]
[is this [insert plan name] (plan) a defined benefit formula type or a defined
contribution account type plan?/what type of plan is your [insert plan name]
(plan)?]
iwer: read as necessary: defined contribution plans include 401-k, 403-b, esop,
sra, thrift/savings, stock/profit sharing, and money purchase plans.
.................................................................................
981 1. defined benefit (formula)
1334 2. defined contribution (account)
238 3. both types
391 8. dk (don't know); na (not ascertained)
28 9. rf (refused)
15291 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].plantype.j338a
if (piz503_jobstatus = pwjob) and (piw417_samejobpwandcw = yes) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2945 pension rules changed
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plantype.j945_pensionchgd
[[employer name]/job [dates] - [type of retirement plan]]
have the rules that govern your [insert plan name] changed [since [prev wave iw
month] [prev wave iw year]/since [prev wave iw year]/in the last two years]?
.................................................................................
328 1. yes
3132 5. no
92 8. dk (don't know); na (not ascertained)
3 9. rf (refused)
14708 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].plantype.j945_pensionchgd
if secj2.pensionfollowup[i].plantype.j945_pensionchgd = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w429m1 how pension rules changed -1
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plantype.w429_[1]
[[employer name]/job [dates] - [type of retirement plan]]
how have the rules changed - have the contribution levels changed, have the
rules for age or years of service changed, has the benefits formula changed, or
what?
iwer: choose all that apply
.................................................................................
109 1. r's contribution level changed
41 2. required age or years of service changed
82 3. benefits formula changed
9 4. benefits frozen
38 5. employer contribution or match rate changed
30 7. other (specify)
18 8. dk (don't know); na (not ascertained)
1 9. rf (refused)
17935 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].plantype.j945_pensionchgd
if secj2.pensionfollowup[i].plantype.j945_pensionchgd = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w429m2 how pension rules changed -2
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plantype.w429_[2]
[[employer name]/job [dates] - [type of retirement plan]]
how have the rules changed - have the contribution levels changed, have the
rules for age or years of service changed, has the benefits formula changed, or
what?
iwer: choose all that apply
.................................................................................
10 1. r's contribution level changed
21 2. required age or years of service changed
13 3. benefits formula changed
4. benefits frozen
19 5. employer contribution or match rate changed
7 7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
18193 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].plantype.j945_pensionchgd
if secj2.pensionfollowup[i].plantype.j945_pensionchgd = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w429m3 how pension rules changed -3
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plantype.w429_[3]
[[employer name]/job [dates] - [type of retirement plan]]
how have the rules changed - have the contribution levels changed, have the
rules for age or years of service changed, has the benefits formula changed, or
what?
iwer: choose all that apply
.................................................................................
1 1. r's contribution level changed
2. required age or years of service changed
11 3. benefits formula changed
4. benefits frozen
5 5. employer contribution or match rate changed
7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
18246 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].plantype.j945_pensionchgd
if secj2.pensionfollowup[i].plantype.j945_pensionchgd = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w429m4 how pension rules changed -4
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plantype.w429_[4]
[[employer name]/job [dates] - [type of retirement plan]]
how have the rules changed - have the contribution levels changed, have the
rules for age or years of service changed, has the benefits formula changed, or
what?
iwer: choose all that apply
.................................................................................
1 1. r's contribution level changed
2. required age or years of service changed
3. benefits formula changed
3 4. benefits frozen
3 5. employer contribution or match rate changed
7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
18256 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].plantype.j945_pensionchgd
if secj2.pensionfollowup[i].plantype.j945_pensionchgd = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w429m5 how pension rules changed -5
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plantype.w429_[5]
[[employer name]/job [dates] - [type of retirement plan]]
how have the rules changed - have the contribution levels changed, have the
rules for age or years of service changed, has the benefits formula changed, or
what?
iwer: choose all that apply
.................................................................................
1. r's contribution level changed
2. required age or years of service changed
3. benefits formula changed
4. benefits frozen
3 5. employer contribution or match rate changed
7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
18260 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].plantype.j945_pensionchgd
if secj2.pensionfollowup[i].plantype.j945_pensionchgd = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w429m6 how pension rules changed -6
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plantype.w429_[6]
[[employer name]/job [dates] - [type of retirement plan]]
how have the rules changed - have the contribution levels changed, have the
rules for age or years of service changed, has the benefits formula changed, or
what?
iwer: choose all that apply
.................................................................................
1. r's contribution level changed
2. required age or years of service changed
3. benefits formula changed
4. benefits frozen
5. employer contribution or match rate changed
7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
18263 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w420_ <> refusal then
if (secj2.pensionfollowup.plandisposition.w445_lostallbenefits <> yes) or
(secj2.pensionfollowup.plandisposition.w450_cardinal > 1) then
if ((piw401_anyother = yes) or (piw403_stillhaveplan = yes)) and
(secj2.pensionfollowup.plandisposition.w451_dead = no) then
if not(((secj2.pensionfollowup.plantype.j338a = typebaccount) or
(secj2.pensionfollowup.plantype.j338a = bthab)) and (((piw403_stillhaveplan =
yes) or (secj2.pensionfollowup.plandisposition.w435_leftmoney = yes)) or
(secj2.pensionfollowup.plandisposition.w441_noaction = yes))) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w425 money in account
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].w425_
[[employer name]/job [dates] - [type of retirement plan]]
does your [insert plan name] (plan) have money in an account in your name?
.................................................................................
5005 1. yes
2134 2. assigned yes
1111 5. no
272 8. dk (don't know); na (not ascertained)
39 9. rf (refused)
9702 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].contributions.j878
if secj2.pensionfollowup[i].contributions.j878 = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2396 form of employer contribution
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j396a
[[employer name]/job [dates] - [type of retirement plan]]
how much does your [business/employer] currently contribute, as a percent of
your pay, or as an amount of money per month or year?
.................................................................................
1684 1. percent of pay
372 2. amount of money per month/year
248 6. [vol] same as my contribution
41 7. [vol] half of my contribution
340 8. dk (don't know); na (not ascertained)
31 9. rf (refused)
15547 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].contributions.j396a
if (secj2.pensionfollowup[i].contributions.j396a = percentofpay) or
secj2.pensionfollowup[i].contributions.j396a = nonresponse then
if not(secj2.pensionfollowup[i].contributions.j396a = dontknow) then
if not(secj2.pensionfollowup[i].contributions.j396a = refusal) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2397 pct-employer contribution
section: j level: pension type: numeric width: 3 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j397a
[[employer name]/job [dates] - [type of retirement plan]]
(what percent of your pay does your employer contribute?)
employer contribution - percent
iwer: enter percent of pay
iwer: do not probe dk/rf. [if r responds with a percent of pay greater than 20,
probe: please tell us the percent of your pay or the dollar amount that your
employer is contributing.]
1-100 percent
percent:
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
1463 1 100 6.19 9.00 16208
-----------------------------------------------------------------
552 998. dk (don't know); na (not ascertained)
40 999. rf (refused)
j2806 emp contribution lt/gt 5 pct-min
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j806a
did it amount to less than ____% , more than ____% , or what?
procedures: 2up1downpercent, 1up2downpercent
breakpoints: 3%, 6%, 9%, 12%
random entry points: 6%, 9%
entry point assignment: 1 or {not 1} at x509
.................................................................................
340 0. value of breakpoint
34 3. value of breakpoint
74 4. value of breakpoint
42 6. value of breakpoint
48 7. value of breakpoint
13 9. value of breakpoint
30 10. value of breakpoint
1 12. value of breakpoint
10 13. value of breakpoint
17671 blank. inap (inapplicable); partial interview
j2807 emp contribution lt/gt 5 pct-max
section: j level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j807a
*
.................................................................................
36 2. value of breakpoint
34 3. value of breakpoint
94 5. value of breakpoint
42 6. value of breakpoint
63 8. value of breakpoint
13 9. value of breakpoint
25 11. value of breakpoint
1 12. value of breakpoint
284 99999996. greater than maximum breakpoint
17671 blank. inap (inapplicable); partial interview
j2808 emp contribution lt/gt 5 pct-result
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j808a
*
.................................................................................
279 98. dk (don't know); na (not ascertained)
36 99. rf (refused)
17948 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].contributions.j396a
if not((secj2.pensionfollowup[i].contributions.j396a = percentofpay) or
secj2.pensionfollowup[i].contributions.j396a = nonresponse) then
if secj2.pensionfollowup[i].contributions.j396a = amtofmoney_month_year then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2398 amt-employer contribution
section: j level: pension type: numeric width: 6 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j398a
[[employer name]/job [dates] - [type of retirement plan]]
employer contribution - amount
iwer: enter employer contributed amount
iwer: do not probe dk/rf
amount:
per:
.................................................................................
283 0-400000. actual value
86 999998. dk (don't know); na (not ascertained)
3 999999. rf (refused)
17891 blank. inap (inapplicable); partial interview
j2399 amt employer contribution - min
section: j level: pension type: numeric width: 5 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j399_
does it amount to less than $____ , more than $____ , or what?
procedures: 2up1down, 1up2down
breakpoints: $1,500, $5,000, $10,000, $30,000
random entry points: $5,000, $10,000
entry point assignment: 1 or {not 1} at x510
order of entry point assignments and procedures correspond
.................................................................................
38 0. value of breakpoint
2 1500. value of breakpoint
19 1501. value of breakpoint
5 5000. value of breakpoint
14 5001. value of breakpoint
1 10000. value of breakpoint
3 10001. value of breakpoint
4 30001. value of breakpoint
18177 blank. inap (inapplicable); partial interview
j2400 amt employer contribution - max
section: j level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j400_
*
.................................................................................
18 1499. value of breakpoint
2 1500. value of breakpoint
23 4999. value of breakpoint
5 5000. value of breakpoint
16 9999. value of breakpoint
1 10000. value of breakpoint
3 29999. value of breakpoint
18 99999996. greater than maximum breakpoint
18177 blank. inap (inapplicable); partial interview
j2401 amt employer contribution - result
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j401_
*
.................................................................................
3 97. data not available
20 98. dk (don't know); na (not ascertained)
2 99. rf (refused)
18238 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].contributions.j398a
if secj2.pensionfollowup[i].contributions.j398a <> empty and
secj2.pensionfollowup[i].contributions.j398a <> nonresponse then
if secj2.pensionfollowup[i].contributions.j398a <> 0 then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2402 amt employer contribution - per
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j402a
[[employer name]/job [dates] - [type of retirement plan]]
employer contribution - amount
(iwer: enter employer contributed amount)
iwer: probe if necessary: is that per hour, week, every two weeks, per month or
per year?
amount: [amount given in j398a]
per:
.................................................................................
5 1. hour
10 2. week
20 3. every two weeks/bi-weekly
113 4. month
1 5. twice a month
130 6. year
2 7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
17982 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].contributions.j881_
if secj2.pensionfollowup[i].contributions.j881_ = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2404 form of own contribution
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j404a
[[employer name]/job [dates] - [type of retirement plan]]
how much do you currently contribute to this plan, either as a percent of your
pay or as an amount of money per month or year?
iwer: include contributions through salary deductions, union dues or other
sources
.................................................................................
1760 1. percent of pay
868 2. amount of money per month/year
107 8. dk (don't know); na (not ascertained)
56 9. rf (refused)
15472 blank. inap (inapplicable); partial interview
构造变量
assign: j405a := dontknow
if j404a = dontknow then
assign: j405a := refusal
if j404a = refusal then
{previous ask} secj2.pensionfollowup[i].contributions.j404a
if (secj2.pensionfollowup[i].contributions.j404a = percentofpay) or
secj2.pensionfollowup[i].contributions.j404a = nonresponse then
if not(secj2.pensionfollowup[i].contributions.j404a = dontknow) then
if not(secj2.pensionfollowup[i].contributions.j404a = refusal) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2405 pct-own contribution
section: j level: pension type: numeric width: 3 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j405a
[[employer name]/job [dates] - [type of retirement plan]]
(what percent of your pay do you contribute?)
r contribution - percent
iwer: enter percent of pay
iwer: do not probe dk/rf
1-100 percent
percent:
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
1636 1 100 8.05 7.15 16340
-----------------------------------------------------------------
209 998. dk (don't know); na (not ascertained)
78 999. rf (refused)
j2809 pct-own contribution - min
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j809a
did it amount to less than ____% , more than ____% , or what?
procedures: 2up1downpercent, 1up2downpercent
breakpoints: 3%, 6%, 9%, 12%
random entry points: 6, 9%
entry point assignment: 1 or {not 1} at x509
.................................................................................
177 0. value of breakpoint
17 3. value of breakpoint
28 4. value of breakpoint
14 6. value of breakpoint
24 7. value of breakpoint
5 9. value of breakpoint
12 10. value of breakpoint
3 12. value of breakpoint
7 13. value of breakpoint
17976 blank. inap (inapplicable); partial interview
j2810 pct-own contribution - max
section: j level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j810a
*
.................................................................................
17 2. value of breakpoint
17 3. value of breakpoint
35 5. value of breakpoint
14 6. value of breakpoint
24 8. value of breakpoint
5 9. value of breakpoint
9 11. value of breakpoint
3 12. value of breakpoint
163 99999996. greater than maximum breakpoint
17976 blank. inap (inapplicable); partial interview
j2811 pct-own contribution - result
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j811a
*
.................................................................................
96 98. dk (don't know); na (not ascertained)
73 99. rf (refused)
18094 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].contributions.j404a
if secj2.pensionfollowup[i].contributions.j404a = amtofmoney_month_year then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2406 amt-own contribution
section: j level: pension type: numeric width: 5 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j406a
[[employer name]/job [dates] - [type of retirement plan]]
r contribution - amount
how much do you contribute?
iwer: do not probe dk/rf
amount:
per:
.................................................................................
829 0-65000. actual value
27 99998. dk (don't know); na (not ascertained)
12 99999. rf (refused)
17395 blank. inap (inapplicable); partial interview
j2407 amt-own contribution - min
section: j level: pension type: numeric width: 5 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j407_
does it amount to less than $____ , more than $____ , or what?
procedures: 2up1down, 1up2down
breakpoints: $750, $2,000, $5,000, $10,000
random entry points: $2,000, $5,000
entry point assignment: 1 or {not 1} at x502
.................................................................................
17 0. value of breakpoint
1 750. value of breakpoint
4 751. value of breakpoint
2 2000. value of breakpoint
7 2001. value of breakpoint
2 5000. value of breakpoint
4 5001. value of breakpoint
18226 blank. inap (inapplicable); partial interview
j2408 amt-own contribution - max
section: j level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j408_
*
.................................................................................
4 749. value of breakpoint
1 750. value of breakpoint
4 1999. value of breakpoint
2 2000. value of breakpoint
7 4999. value of breakpoint
2 5000. value of breakpoint
2 9999. value of breakpoint
15 99999996. greater than maximum breakpoint
18226 blank. inap (inapplicable); partial interview
j2409 amt-own contribution - result
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j409_
*
.................................................................................
2 97. data not available
6 98. dk (don't know); na (not ascertained)
9 99. rf (refused)
18246 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].contributions.j406a
if secj2.pensionfollowup[i].contributions.j406a <> empty and
secj2.pensionfollowup[i].contributions.j406a <> nonresponse then
if secj2.pensionfollowup[i].contributions.j406a <> 0 then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2410 amt-own contribution - per
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j410a
[[employer name]/job [dates] - [type of retirement plan]]
r contribution - amount
iwer: probe if necessary: is that per hour, week, every two weeks, per month,
per year, or what?
amount: [amount given in j406a]
per:
.................................................................................
1 1. hour
55 2. week
107 3. every two weeks/bi-weekly
452 4. month
6 5. twice a month
199 6. year
3 7. other (specify)
1 8. dk (don't know); na (not ascertained)
9. rf (refused)
17439 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].contributions.j881_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2878 form of employer contribution
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j878
[[employer name]/job [dates] - [type of retirement plan]]
does your [business/employer] make any contributions to your [insert plan name]
(plan)?
.................................................................................
2716 1. yes
1113 5. no
53 8. dk (don't know); na (not ascertained)
15 9. rf (refused)
14366 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w420_ <> refusal then
if (secj2.pensionfollowup.plandisposition.w445_lostallbenefits <> yes) or
(secj2.pensionfollowup.plandisposition.w450_cardinal > 1) then
if ((piw401_anyother = yes) or (piw403_stillhaveplan = yes)) and
(secj2.pensionfollowup.plandisposition.w451_dead = no) then
if (secj2.pensionfollowup[i].w425_ = yes) or (secj2.pensionfollowup[i].w425_ =
assignedyes) then
if secj2.pensionfollowup.accountbalances.w455a <> continue then
if secj2.pensionfollowup[i].w452_pensionfromnewjoborsamejobaspw = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2881 r contribute to plan
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j881_
[[employer name]/job [dates] - [type of retirement plan]]
do you make any contributions toward your [insert plan name] (plan)?
.................................................................................
2791 1. yes
1083 5. no
16 8. dk (don't know); na (not ascertained)
7 9. rf (refused)
14366 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].contributions.j878
if (secj2.pensionfollowup[i].contributions.j878 <> yes) or
(secj2.pensionfollowup[i].contributions.j881_ <> yes) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2938 employer contribute if r contribute
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j938_
[[employer name]/job [dates] - [type of retirement plan]]
[if you increased your contribution,/if you were to start to contribute and
contributed a sufficient amount,] would your [business/employer] begin
contributing to this plan?
.................................................................................
102 1. yes
1024 5. no
42 8. dk (don't know); na (not ascertained)
13 9. rf (refused)
17082 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w420_ <> refusal then
if (secj2.pensionfollowup.plandisposition.w445_lostallbenefits <> yes) or
(secj2.pensionfollowup.plandisposition.w450_cardinal > 1) then
if ((piw401_anyother = yes) or (piw403_stillhaveplan = yes)) and
(secj2.pensionfollowup.plandisposition.w451_dead = no) then
if (secj2.pensionfollowup[i].w425_ = yes) or (secj2.pensionfollowup[i].w425_ =
assignedyes) then
if secj2.pensionfollowup.accountbalances.w455a <> continue then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2812 pct invested- in stocks
section: j level: pension type: numeric width: 3 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j812a
[[employer name]/job [dates] - [type of retirement plan]]
about what percent of this account balance is in stocks or stock mutual funds?
iwer: do not probe dk/rf
1-100 percent
percent:
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
4389 0 100 55.50 42.06 11160
-----------------------------------------------------------------
2576 998. dk (don't know); na (not ascertained)
138 999. rf (refused)
j2813 pct invested- in stocks-min
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j813a
did it amount to less than ____% , more than ____% , or what?
procedures: 2up1downpercent, 1up2downpercent
breakpoints: 20%, 40%, 60%, 80%
random entry points: 40%, 60%
entry point assignment: 1 or {not 1} at x501
.................................................................................
2052 0. value of breakpoint
53 20. value of breakpoint
156 21. value of breakpoint
83 40. value of breakpoint
137 41. value of breakpoint
50 60. value of breakpoint
105 61. value of breakpoint
11 80. value of breakpoint
67 81. value of breakpoint
15549 blank. inap (inapplicable); partial interview
j2814 pct invested- in stocks-max
section: j level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j814a
*
.................................................................................
132 19. value of breakpoint
53 20. value of breakpoint
197 39. value of breakpoint
83 40. value of breakpoint
153 59. value of breakpoint
50 60. value of breakpoint
85 79. value of breakpoint
11 80. value of breakpoint
1950 99999996. greater than maximum breakpoint
15549 blank. inap (inapplicable); partial interview
j2815 pct invested- in stocks-result
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j815a
*
.................................................................................
1825 98. dk (don't know); na (not ascertained)
141 99. rf (refused)
16297 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].investmentchoices.j417a
if secj2.pensionfollowup[i].investmentchoices.j417a = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2939 able to choose all or some options
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j939_
[[employer name]/job [dates] - [type of retirement plan]]
are you able to choose how all of the money in this plan is invested, some of
it, or a little of it?
.................................................................................
3228 1. all
528 2. some
85 3. a little
5 6. i can control my share, but not my employer's (vol)
78 8. dk (don't know); na (not ascertained)
5 9. rf (refused)
14334 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].investmentchoices.j812a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2417 able to choose investment options
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j417a
[[employer name]/job [dates] - [type of retirement plan]]
are you able to choose how any of the money in your [insert plan name] (plan) is
invested?
.................................................................................
3929 1. yes
4 3. only the share r contributes
2942 5. no
7 6. no, it's in a target or lifecycle fund
183 8. dk (don't know); na (not ascertained)
38 9. rf (refused)
11160 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].investmentchoices.j417a
if (secj2.pensionfollowup.investmentchoices.piw408_whichprovider <> 11) and
((secj2.pensionfollowup[i].investmentchoices.j417a = yes) or
(secj2.pensionfollowup[i].investmentchoices.j417a = onlyownshare)) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2660 changed allocations
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j660_
[[employer name]/job [dates] - [type of retirement plan]]
have you changed the way your balance is invested [since [prev iw month prev iw
year /since [prev iw year])/in the last two years]?
.................................................................................
676 1. yes
2707 5. no
17 8. dk (don't know); na (not ascertained)
1 9. rf (refused)
14862 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].investmentchoices.j660_
if secj2.pensionfollowup[i].investmentchoices.j660_ <> nonresponse then
if secj2.pensionfollowup[i].investmentchoices.j660_ <> yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2661 ever changed allocations
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j661_
[[employer name]/job [dates] - [type of retirement plan]]
have you ever changed how your balance is invested?
.................................................................................
268 1. yes
557 5. no
92 8. dk (don't know); na (not ascertained)
9. rf (refused)
17346 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].investmentchoices.j660_
if secj2.pensionfollowup[i].investmentchoices.j660_ <> nonresponse then
if (secj2.pensionfollowup[i].investmentchoices.j661_ = yes) or
(secj2.pensionfollowup[i].investmentchoices.j660_ = yes) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2662 how changed allocations
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j662_
[[employer name]/job [dates] - [type of retirement plan]]
how have you changed the allocation?
have you changed it to more stocks or stock mutual funds, less stocks, or what?
.................................................................................
354 1. more stocks
398 3. less stocks
9 4. [vol] more in target/life cycle funds
1 5. [vol] less in target/life cycle funds
99 7. other (specify)
70 8. dk (don't know); na (not ascertained)
13 9. rf (refused)
17319 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].investmentchoices.j417a
if (secj2.pensionfollowup[i].investmentchoices.j812a > 0) and not
(piw405_typeprovider in [government, union, ownbusiness]) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2664 money invested in company stock
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j664_
[[employer name]/job [dates] - [type of retirement plan]]
is any money in this account invested in [[your
[union/business/employer]/[insert plan name]]'s stock?
.................................................................................
518 1. yes
1687 5. no
48 7. not applicable (e.g., non-profit)
56 8. dk (don't know); na (not ascertained)
9. rf (refused)
15954 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].investmentchoices.j664_
if secj2.pensionfollowup[i].investmentchoices.j664_ = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2816 pct invested-company stocks
section: j level: pension type: numeric width: 3 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j816a
[[employer name]/job [dates] - [type of retirement plan]]
about what percent of the total funds in this account is in this employer's
stock?
iwer: do not probe dk/rf
1-100 percent
percent:
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
469 0 100 39.90 36.08 17745
-----------------------------------------------------------------
47 998. dk (don't know); na (not ascertained)
2 999. rf (refused)
j2817 pct invested-company stocks--min
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j817a
did it amount to less than ____% , more than ____% , or what?
procedures: 2up1downpercent, 1up2downpercent
breakpoints: 20%, 40%, 60%, 80%
random entry points: 40%, 60%
entry point assignment: 1 or {not 1} at x501
order of entry point assignments and procedures correspond
.................................................................................
30 0. value of breakpoint
4 20. value of breakpoint
10 21. value of breakpoint
1 40. value of breakpoint
2 41. value of breakpoint
1 60. value of breakpoint
1 61. value of breakpoint
18214 blank. inap (inapplicable); partial interview
j2818 pct invested-company stocks-max
section: j level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j818a
*
.................................................................................
9 19. value of breakpoint
4 20. value of breakpoint
13 39. value of breakpoint
1 40. value of breakpoint
3 59. value of breakpoint
1 60. value of breakpoint
1 79. value of breakpoint
17 99999996. greater than maximum breakpoint
18214 blank. inap (inapplicable); partial interview
j2819 pct invested-company stocks-result
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j819a
*
.................................................................................
19 98. dk (don't know); na (not ascertained)
2 99. rf (refused)
18242 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w420_ <> refusal then
if (secj2.pensionfollowup.plandisposition.w445_lostallbenefits <> yes) or
(secj2.pensionfollowup.plandisposition.w450_cardinal > 1) then
if secj2.pensionfollowup.accountbalances.w455a <> continue then
if not((secj2.pensionfollowup[i].w426_ = empty or
(secj2.pensionfollowup[i].w426_ = assignedyes)) and
((secj2.pensionfollowup.plandisposition.w434_receiving = yes) or
(secj2.pensionfollowup.plandisposition.w440_converttoannuity = yes))) then
if secj2.pensionfollowup.plandisposition.w451_dead = no then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w426 receiving benefits
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].w426_
[[employer name]/job [dates] - [type of retirement plan]]
are you currently receiving regular payments from your [insert plan name]
(plan)?
.................................................................................
2252 1. yes
382 2. assigned yes
6172 5. no
38 8. dk (don't know); na (not ascertained)
41 9. rf (refused)
9378 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w420_ <> refusal then
if (secj2.pensionfollowup.plandisposition.w445_lostallbenefits <> yes) or
(secj2.pensionfollowup.plandisposition.w450_cardinal > 1) then
if ((piw401_anyother = yes) or (piw403_stillhaveplan = yes)) and
(secj2.pensionfollowup.plandisposition.w451_dead = no) then
if (secj2.pensionfollowup[i].w425_ = yes) or (secj2.pensionfollowup[i].w425_ =
assignedyes) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w009 amount in pension now
section: j level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w009a
[[employer name]/job [dates] - [type of retirement plan]]
how much is in the [insert plan name] account now?
iwer: if r mentions having loans against the account, include these in the total
iwer: if r no longer has an account or has no money left in it, enter 0
iwer: do not probe dk/rf
amount:
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
4112 0 9000000 134286.52 288773.88 11124
-----------------------------------------------------------------
2574 99999998. dk (don't know); na (not ascertained)
453 99999999. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[i].accountbalances.w009a
if secj2.pensionfollowup[i].accountbalances.w009a <> nonresponse then
if (piw425_ = assignedyes) and (secj2.pensionfollowup[i].accountbalances.w009a
= 0) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w455 zero amount in pension now
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w455a
iwer: r previously indicated having an account type plan, but in the immediately
prior question entered 0 as the amount in the account. if this is correct, iwer:
enter 1 to continue. if not, back up and correct the amount.
.................................................................................
36 1. continue
18227 blank. inap (inapplicable); partial interview
j2w010 amount in pension now - min
section: j level: pension type: numeric width: 6 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w010a
did it amount to less than ____% , more than ____% , or what?
procedures: 2up1down, 1up2down
breakpoints: $10000, $20000, $50000, $150000
random entry points: $20000, $50000
entry point assignment: 1 or {not 1} at x504
order of entry point assignments and procedures correspond
.................................................................................
1522 0. value of breakpoint
55 10000. value of breakpoint
524 10001. value of breakpoint
64 50000. value of breakpoint
354 50001. value of breakpoint
32 100000. value of breakpoint
279 100001. value of breakpoint
22 250000. value of breakpoint
160 250001. value of breakpoint
15251 blank. inap (inapplicable); partial interview
j2w011 amount in pension now - max
section: j level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w011a
*
.................................................................................
319 9999. value of breakpoint
55 10000. value of breakpoint
592 49999. value of breakpoint
64 50000. value of breakpoint
380 99999. value of breakpoint
32 100000. value of breakpoint
217 249999. value of breakpoint
22 250000. value of breakpoint
1331 99999996. greater than maximum breakpoint
15251 blank. inap (inapplicable); partial interview
j2w012 amount in pension now - result
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w012a
*
.................................................................................
15 97. data not available
1002 98. dk (don't know); na (not ascertained)
323 99. rf (refused)
16923 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].accountbalances.w009a
if secj2.pensionfollowup[i].accountbalances.w455a <> continue then
if (piz503_jobstatus = pwjob) and (piw417_samejobpwandcw = no) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w002 amount in pension when left
section: j level: pension type: numeric width: 7 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w002a
[[employer name]/job [dates] - [type of retirement plan]]
how much money was in your account when you left that [business/employer]?
iwer: do not probe dk/rf
amount:
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
380 0 2000000 151438.23 247975.86 17692
-----------------------------------------------------------------
26 9999996. still working for this employer
131 9999998. dk (don't know); na (not ascertained)
34 9999999. rf (refused)
j2w003 amount in pension when left - min
section: j level: pension type: numeric width: 6 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w003a
does it amount to less than $____ , more than $____ , or what?
procedures: 2up1down, 1up2down
breakpoints: $10,000, $50,000, $100,000, $250,000
random entry points: $50,000, $100,000
entry point assignment: 1 or {not 1} at x503
order of entry point assignments and procedures correspond
.................................................................................
77 0. value of breakpoint
5 10000. value of breakpoint
29 10001. value of breakpoint
2 50000. value of breakpoint
22 50001. value of breakpoint
3 100000. value of breakpoint
15 100001. value of breakpoint
11 250001. value of breakpoint
18099 blank. inap (inapplicable); partial interview
j2w004 amount in pension when left - max
section: j level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w004a
*
.................................................................................
23 9999. value of breakpoint
5 10000. value of breakpoint
32 49999. value of breakpoint
2 50000. value of breakpoint
21 99999. value of breakpoint
3 100000. value of breakpoint
14 249999. value of breakpoint
64 99999996. greater than maximum breakpoint
18099 blank. inap (inapplicable); partial interview
j2w005 amount in pension when left - result
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w005a
*
.................................................................................
2 97. data not available
30 98. dk (don't know); na (not ascertained)
30 99. rf (refused)
18201 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].accountbalances.w002a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2801 receive quarterly report
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.j801a
[[employer name]/job [dates] - [type of retirement plan]]
do you receive a quarterly report indicating how much money is in your account?
.................................................................................
36 1. yes
13 5. no
8. dk (don't know); na (not ascertained)
1 9. rf (refused)
18213 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].accountbalances.w009a
if secj2.pensionfollowup[i].accountbalances.w455a <> continue then
if piw452_pensionfromnewjoborsamejobaspw = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w431 allowed to borrow from account
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w431_
[[employer name]/job [dates] - [type of retirement plan]]
can you borrow against the account?
.................................................................................
2208 1. yes
1391 5. no
286 8. dk (don't know); na (not ascertained)
12 9. rf (refused)
14366 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].accountbalances.w431_
if secj2.pensionfollowup[i].accountbalances.w431_ = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w432 have loan against account now
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w432_
[[employer name]/job [dates] - [type of retirement plan]]
do you currently have a loan against the account?
.................................................................................
367 1. yes
1838 5. no
1 8. dk (don't know); na (not ascertained)
2 9. rf (refused)
16055 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].accountbalances.w432_
if secj2.pensionfollowup[i].accountbalances.w432_ = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w433 amount of loan balance
section: j level: pension type: numeric width: 5 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w433_
[[employer name]/job [dates] - [type of retirement plan]]
what is the amount of the loan balance?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
349 1 50000 8199.63 8969.14 17896
-----------------------------------------------------------------
10 99998. dk (don't know); na (not ascertained)
8 99999. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w420_ <> refusal then
if (secj2.pensionfollowup.plandisposition.w445_lostallbenefits <> yes) or
(secj2.pensionfollowup.plandisposition.w450_cardinal > 1) then
if secj2.pensionfollowup.accountbalances.w455a <> continue then
if secj2.pensionfollowup[i].w426_ in [yes, assignedyes] then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w065 allowed lump sum payment
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w065a
[[employer name]/job [dates] - [type of retirement plan]]
instead of receiving regular payments, could you have received the money all at
once?
.................................................................................
924 1. yes
1 2. assigned yes
1547 5. no
159 8. dk (don't know); na (not ascertained)
3 9. rf (refused)
15629 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].receivingbenefits.w065a
if secj2.pensionfollowup.plandisposition.w440_converttoannuity = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w013 amount converted to annuity
section: j level: pension type: numeric width: 7 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w013a
[[employer name]/job [dates] - [type of retirement plan]]
you mentioned that you had purchased an annuity.
how much did you convert to an annuity?
amount:
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
51 4200 1350000 158511.76 218908.14 18202
-----------------------------------------------------------------
5 9999998. dk (don't know); na (not ascertained)
5 9999999. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[i].receivingbenefits.w013a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w108 started receiving annuity
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w108a
[[employer name]/job [dates] - [type of retirement plan]]
have you started receiving payments from this annuity?
.................................................................................
23 1. yes
38 5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
18202 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].receivingbenefits.w065a
if (secj2.pensionfollowup.plandisposition.w434_receiving = yes) or
(secj2.pensionfollowup[i].receivingbenefits.w108a = yes) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w014 age when benefits started
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w014a
[[employer name]/job [dates] - [type of retirement plan]]
[you (also) mentioned that you were receiving regular payments.]
how old were you when you started receiving payments?
iwer: if r mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months.
50-80 age
.................................................................................
2538 21-85. actual value
60 98. dk (don't know); na (not ascertained)
1 99. rf (refused)
15664 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].receivingbenefits.w014a
if secj2.pensionfollowup[i].receivingbenefits.w014a <> nonresponse then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w086 age when benefits started months
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w086a
[[employer name]/job [dates] - [type of retirement plan]]
iwer: if r reports age and months, enter number of months
iwer: if r did not mention months, press [enter] to continue
.................................................................................
110 1-11. actual value
98. dk (don't know); na (not ascertained)
99. rf (refused)
18153 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].receivingbenefits.w014a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w015 amount of benefits
section: j level: pension type: numeric width: 6 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w015a
[[employer name]/job [dates] - [type of retirement plan]]
how much are the payments per month or year?
iwer: if payments have not yet started, record what payments will be.
amount:
per:
.................................................................................
2255 0-160000. actual value
122 999998. dk (don't know); na (not ascertained)
222 999999. rf (refused)
15664 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].receivingbenefits.w015a
if ((secj2.pensionfollowup[i].receivingbenefits.w015a <> 0) and
(secj2.pensionfollowup[i].receivingbenefits.w015a <> dontknow)) and
(secj2.pensionfollowup[i].receivingbenefits.w015a <> refusal) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w016 amount of benefits per
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w016a
[[employer name]/job [dates] - [type of retirement plan]]
iwer: probe if necessary: is that per month or year?
amount: $[amount reported in w015]
per:
.................................................................................
1889 4. month
363 6. year
1 7. other(specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
16010 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].receivingbenefits.w016a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w028 adjusted for cost of living
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w028a
[[employer name]/job [dates] - [type of retirement plan]]
are the payments adjusted for changes in the cost of living?
.................................................................................
800 1. yes
1399 5. no
50 8. dk (don't know); na (not ascertained)
9. rf (refused)
16014 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].receivingbenefits.w015a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w049 benefits duration
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w049a
[[employer name]/job [dates] - [type of retirement plan]]
will this payment continue for as long as you live, for a fixed period of time,
or what?
.................................................................................
2225 1. as long as r lives
140 3. for a fixed time period
127 4. until the money runs out
38 5. as long as r or r's spouse/partner lives
23 7. other(specify)
44 8. dk (don't know); na (not ascertained)
2 9. rf (refused)
15664 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].receivingbenefits.w050s
if secj2.pensionfollowup[i].receivingbenefits.w049a = forafixedtime then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w051 benefits-until yr
section: j level: pension type: numeric width: 4 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w051a
[[employer name]/job [dates] - [type of retirement plan]]
what is that time period?
until year:
or
until age:
or
years:
.................................................................................
24 2014-2036. year
42 9998. dk (don't know); na (not ascertained)
9999. rf (refused)
18197 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].receivingbenefits.w051a
if secj2.pensionfollowup[i].receivingbenefits.w051a = empty then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w052 benefits-until age
section: j level: pension type: numeric width: 3 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w052a
[[employer name]/job [dates] - [type of retirement plan]]
what is that time period?
until year:
or
until age:
or
years:
.................................................................................
13 40-100. age
2 998. dk (don't know); na (not ascertained)
999. rf (refused)
18248 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].receivingbenefits.w052a
if secj2.pensionfollowup[i].receivingbenefits.w051a = empty and
secj2.pensionfollowup[i].receivingbenefits.w052a = empty then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w053 benefits-years
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w053a
[[employer name]/job [dates] - [type of retirement plan]]
what is that time period?
until year:
or
until age:
or
years:
.................................................................................
57 1-30. number of years
2 98. dk (don't know); na (not ascertained)
99. rf (refused)
18204 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].receivingbenefits.w049a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w054 r die will benefits continue
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w054a
[[employer name]/job [dates] - [type of retirement plan]]
if you should die, would your [husband/wife/partner] continue to receive the
same payment, get a reduced payment, or would the payments end?
.................................................................................
449 1. same benefit
569 2. reduced benefit
546 3. no benefit/benefits would end
16 4. (vol) guaranteed for some number of years
36 5. lump sum payment
24 7. other(specify)
68 8. dk (don't know); na (not ascertained)
3 9. rf (refused)
16552 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w420_ <> refusal then
if (secj2.pensionfollowup.plandisposition.w445_lostallbenefits <> yes) or
(secj2.pensionfollowup.plandisposition.w450_cardinal > 1) then
if not((secj2.pensionfollowup[i].w427_ = empty or (assignedyes in
secj2.pensionfollowup[i].w427_)) and
(((((secj2.pensionfollowup.plandisposition.w436_withdrewallmoney = yes) or
(secj2.pensionfollowup.plandisposition.w443_combinedwithotherplan = yes)) or
(secj2.pensionfollowup.plandisposition.w444_transferredtonewemployer = yes)) or
(secj2.pensionfollowup.plandisposition.w439_rolledoverintoira = yes)) or
(secj2.pensionfollowup.plandisposition.w437_withdrewsomemoney = yes))) then
if piz503_jobstatus <> oldjob then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w427m1 withdrawals/irregular payments -1
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].w427_[1]
[[employer name]/job [dates] - [type of retirement plan]]
[since we last talked to you in [prev wave iw month] [prev wave iw year],h/h]ave
you [ever] received any (other) payments, made any withdrawals, or have you
rolled over any of the money from this plan into an ira [since you left that
employer/ at any time in the past]?
iwer: if r asks, do not include past loans taken against the account.
iwer: choose all that apply
.................................................................................
121 1. yes, received payments
225 2. yes, rolled over into ira
1095 3. assigned yes
240 4. yes, withdrew money
8121 5. no
51 8. dk (don't know); na (not ascertained)
54 9. rf (refused)
8356 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w420_ <> refusal then
if (secj2.pensionfollowup.plandisposition.w445_lostallbenefits <> yes) or
(secj2.pensionfollowup.plandisposition.w450_cardinal > 1) then
if not((secj2.pensionfollowup[i].w427_ = empty or (assignedyes in
secj2.pensionfollowup[i].w427_)) and
(((((secj2.pensionfollowup.plandisposition.w436_withdrewallmoney = yes) or
(secj2.pensionfollowup.plandisposition.w443_combinedwithotherplan = yes)) or
(secj2.pensionfollowup.plandisposition.w444_transferredtonewemployer = yes)) or
(secj2.pensionfollowup.plandisposition.w439_rolledoverintoira = yes)) or
(secj2.pensionfollowup.plandisposition.w437_withdrewsomemoney = yes))) then
if piz503_jobstatus <> oldjob then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w427m2 withdrawals/irregular payments -2
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].w427_[2]
[[employer name]/job [dates] - [type of retirement plan]]
[since we last talked to you in [prev wave iw month] [prev wave iw year],h/h]ave
you [ever] received any (other) payments, made any withdrawals, or have you
rolled over any of the money from this plan into an ira [since you left that
employer/ at any time in the past]?
iwer: if r asks, do not include past loans taken against the account.
iwer: choose all that apply
.................................................................................
3 1. yes, received payments
16 2. yes, rolled over into ira
3. assigned yes
8 4. yes, withdrew money
3 5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
18233 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w420_ <> refusal then
if (secj2.pensionfollowup.plandisposition.w445_lostallbenefits <> yes) or
(secj2.pensionfollowup.plandisposition.w450_cardinal > 1) then
if not((secj2.pensionfollowup[i].w427_ = empty or (assignedyes in
secj2.pensionfollowup[i].w427_)) and
(((((secj2.pensionfollowup.plandisposition.w436_withdrewallmoney = yes) or
(secj2.pensionfollowup.plandisposition.w443_combinedwithotherplan = yes)) or
(secj2.pensionfollowup.plandisposition.w444_transferredtonewemployer = yes)) or
(secj2.pensionfollowup.plandisposition.w439_rolledoverintoira = yes)) or
(secj2.pensionfollowup.plandisposition.w437_withdrewsomemoney = yes))) then
if piz503_jobstatus <> oldjob then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w427m3 withdrawals/irregular payments -3
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].w427_[3]
[[employer name]/job [dates] - [type of retirement plan]]
[since we last talked to you in [prev wave iw month] [prev wave iw year],h/h]ave
you [ever] received any (other) payments, made any withdrawals, or have you
rolled over any of the money from this plan into an ira [since you left that
employer/ at any time in the past]?
iwer: if r asks, do not include past loans taken against the account.
iwer: choose all that apply
.................................................................................
1. yes, received payments
1 2. yes, rolled over into ira
3. assigned yes
3 4. yes, withdrew money
5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
18259 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w427m4 withdrawals/irregular payments -4
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].w427_[4]
[[employer name]/job [dates] - [type of retirement plan]]
[since we last talked to you in [prev wave iw month] [prev wave iw year],h/h]ave
you [ever] received any (other) payments, made any withdrawals, or have you
rolled over any of the money from this plan into an ira [since you left that
employer/ at any time in the past]?
iwer: if r asks, do not include past loans taken against the account.
iwer: choose all that apply
.................................................................................
1. yes, received payments
2. yes, rolled over into ira
3. assigned yes
4. yes, withdrew money
5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
18263 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w420_ <> refusal then
if (secj2.pensionfollowup.plandisposition.w445_lostallbenefits <> yes) or
(secj2.pensionfollowup.plandisposition.w450_cardinal > 1) then
if ((receivedpayments in secj2.pensionfollowup[i].w427_) or (rolledover in
secj2.pensionfollowup[i].w427_)) or (assignedyes in
secj2.pensionfollowup[i].w427_) then
if (secj2.pensionfollowup.plandisposition.w436_withdrewallmoney = yes) or
(secj2.pensionfollowup.plandisposition.w437_withdrewsomemoney = yes) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w063 total amt received in installments
section: j level: pension type: numeric width: 7 decimals: 0
ref: secj2.pensionfollowup[1].withdrawalstransfers.w063a
[[employer name]/job [dates] - [type of retirement plan]]
[not including any money you rolled into an ira, h/not including any money you
used to purchase an annuity, h/h]ow much money [in total did you withdraw/in
total did you receive in payments][since you left that [business/employer]/since
we last talked to you in [prev wave iw month] [prev wave iw year]?
[/earlier you told us that you had withdrawn [some money/all of the money] from
your [insert plan name] (plan).]
amount:
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
772 0 4200000 40433.86 202491.14 17356
-----------------------------------------------------------------
73 9999998. dk (don't know); na (not ascertained)
62 9999999. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[i].withdrawalstransfers.w063a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w453m1 what done with money withdrawn -1
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].withdrawalstransfers.w453_[1]
[[employer name]/job [dates] - [type of retirement plan]]
what did you do with the money?
iwer: choose all that apply
.................................................................................
131 1. bought durables (house, car, etc.)
281 2. spent it
143 3. saved/invested
226 4. paid off debt
41 5. rolled into ira
15 6. gave it away
39 7. other (specify)
8 8. dk (don't know); na (not ascertained)
23 9. rf (refused)
17356 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].withdrawalstransfers.w063a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w453m2 what done with money withdrawn -2
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].withdrawalstransfers.w453_[2]
[[employer name]/job [dates] - [type of retirement plan]]
what did you do with the money?
iwer: choose all that apply
.................................................................................
18 1. bought durables (house, car, etc.)
63 2. spent it
19 3. saved/invested
52 4. paid off debt
3 5. rolled into ira
10 6. gave it away
14 7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
18084 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].withdrawalstransfers.w063a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w453m3 what done with money withdrawn -3
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].withdrawalstransfers.w453_[3]
[[employer name]/job [dates] - [type of retirement plan]]
what did you do with the money?
iwer: choose all that apply
.................................................................................
4 1. bought durables (house, car, etc.)
9 2. spent it
4 3. saved/invested
6 4. paid off debt
1 5. rolled into ira
4 6. gave it away
1 7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
18234 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].withdrawalstransfers.w063a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w453m4 what done with money withdrawn -4
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].withdrawalstransfers.w453_[4]
[[employer name]/job [dates] - [type of retirement plan]]
what did you do with the money?
iwer: choose all that apply
.................................................................................
1 1. bought durables (house, car, etc.)
2. spent it
3. saved/invested
4. paid off debt
5. rolled into ira
1 6. gave it away
7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
18261 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].withdrawalstransfers.w063a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w453m5 what done with money withdrawn -5
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].withdrawalstransfers.w453_[5]
[[employer name]/job [dates] - [type of retirement plan]]
what did you do with the money?
iwer: choose all that apply
.................................................................................
1. bought durables (house, car, etc.)
2. spent it
3. saved/invested
4. paid off debt
5. rolled into ira
6. gave it away
7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
18263 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w420_ <> refusal then
if (secj2.pensionfollowup.plandisposition.w445_lostallbenefits <> yes) or
(secj2.pensionfollowup.plandisposition.w450_cardinal > 1) then
if ((receivedpayments in secj2.pensionfollowup[i].w427_) or (rolledover in
secj2.pensionfollowup[i].w427_)) or (assignedyes in
secj2.pensionfollowup[i].w427_) then
if secj2.pensionfollowup.plandisposition.w439_rolledoverintoira = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w099 past pension-rolled over to ira-yr
section: j level: pension type: numeric width: 4 decimals: 0
ref: secj2.pensionfollowup[1].withdrawalstransfers.w099_
[[employer name]/job [dates] - [type of retirement plan]]
in what year did you roll the money into an ira?
year:
.................................................................................
684 1982-2014. actual value
36 9998. dk (don't know); na (not ascertained)
3 9999. rf (refused)
17540 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].withdrawalstransfers.w099_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w018 amount of pension rollover
section: j level: pension type: numeric width: 7 decimals: 0
ref: secj2.pensionfollowup[1].withdrawalstransfers.w018a
[[employer name]/job [dates] - [type of retirement plan]]
how much did the rollover amount to?
amount:
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
563 400 2200000 170758.72 236087.55 17540
-----------------------------------------------------------------
94 9999998. dk (don't know); na (not ascertained)
66 9999999. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w420_ <> refusal then
if (secj2.pensionfollowup.plandisposition.w445_lostallbenefits <> yes) or
(secj2.pensionfollowup.plandisposition.w450_cardinal > 1) then
if ((receivedpayments in secj2.pensionfollowup[i].w427_) or (rolledover in
secj2.pensionfollowup[i].w427_)) or (assignedyes in
secj2.pensionfollowup[i].w427_) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w100 past pension-transfer money-yr
section: j level: pension type: numeric width: 4 decimals: 0
ref: secj2.pensionfollowup[1].withdrawalstransfers.w100_
[[employer name]/job [dates] - [type of retirement plan]]
in what year did you [transfer the money/combine the plans]?
year:
.................................................................................
103 1989-2014. actual value
3 9998. dk (don't know); na (not ascertained)
9999. rf (refused)
18157 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].withdrawalstransfers.w100_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w019 amount of transfer
section: j level: pension type: numeric width: 6 decimals: 0
ref: secj2.pensionfollowup[1].withdrawalstransfers.w019a
[[employer name]/job [dates] - [type of retirement plan]]
how much did [the transfer amount to/you combine into the other plan]?
amount:
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
78 800 860000 81616.67 157526.04 18157
-----------------------------------------------------------------
24 999998. dk (don't know); na (not ascertained)
4 999999. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w420_ <> refusal then
if (secj2.pensionfollowup.plandisposition.w445_lostallbenefits <> yes) or
(secj2.pensionfollowup.plandisposition.w450_cardinal > 1) then
if not((((secj2.pensionfollowup.plandisposition.w434_receiving = yes) or
(secj2.pensionfollowup.receivingbenefits.w108a = yes)) or
(secj2.pensionfollowup.plandisposition.w451_dead = yes)) or
(secj2.pensionfollowup.accountbalances.w455a = continue)) then
if not((((secj2.pensionfollowup.plandisposition.w435_leftmoney = no) or
(secj2.pensionfollowup.plandisposition.w441_noaction = no)) or
(secj2.pensionfollowup.plandisposition.w451_dead = no)) and
(piw403_stillhaveplan = yes)) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w428 current status - expecting
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].w428_
[[employer name]/job [dates] - [type of retirement plan]]
are you expecting to receive money or benefits at some point in the future from
your [insert plan name] plan?
.................................................................................
5193 1. yes
404 2. assigned yes
594 5. no
3633 6. assigned no
48 8. dk (don't know); na (not ascertained)
35 9. rf (refused)
8356 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w420_ <> refusal then
if (secj2.pensionfollowup.plandisposition.w445_lostallbenefits <> yes) or
(secj2.pensionfollowup.plandisposition.w450_cardinal > 1) then
if secj2.pensionfollowup[i].w428_ in [yes, assignedyes] then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2353 age- expect receive benefits
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j353aagerecbenfts
[[employer name]/job [dates] - [type of retirement plan]]
at what age do you expect to start receiving (the rest of the) money or benefits
from your [insert plan name] (plan)?
iwer: if r mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months.
40-94 age
96 answer in years
.................................................................................
5136 48-95. actual value
11 96. answered in years
434 98. dk (don't know); na (not ascertained)
16 99. rf (refused)
12666 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts
if (secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts <> 96) and
secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts <> nonresponse then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2903 months-expect receive benefits
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j903a
[[employer name]/job [dates] - [type of retirement plan]]
iwer: if r reports age and months, enter number of months
iwer: if r did not mention months, press [enter] to continue
.................................................................................
277 1-10. actual value
98. dk (don't know); na (not ascertained)
1 99. rf (refused)
17985 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts
if secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts <> nonresponse
then
if secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts = 96 then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2354 yrs- expect receive benefits
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j354a
[[employer name]/job [dates] - [type of retirement plan]]
iwer: enter number of years until benefits start.
0-40 years
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
11 1 10 4.09 3.51 18252
-----------------------------------------------------------------
98. dk (don't know); na (not ascertained)
99. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts
if secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts <> nonresponse
then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w457 benefits change at retirement
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.w457_
[[employer name]/job [dates] - [type of retirement plan]]
if you continue to work will your benefits at retirement go up or stay the same?
.................................................................................
174 1. go up
67 2. stay the same
13 8. dk (don't know); na (not ascertained)
9. rf (refused)
18009 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts
if secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts <> nonresponse
then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2926 cash payment allowed
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j926_
[[employer name]/job [dates] - [type of retirement plan]]
once you start to receive money or benefits, can you take some or all of it as a
one time cash payment?
.................................................................................
3551 1. yes
1038 5. no
547 8. dk (don't know); na (not ascertained)
11 9. rf (refused)
13116 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].expectedbenefits.j926_
if secj2.pensionfollowup[i].expectedbenefits.j926_ = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2927 all cash allowed
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j927_
[[employer name]/job [dates] - [type of retirement plan]]
can you take all of your money or benefits as a one time cash payment or only
some?
.................................................................................
2977 1. all
462 5. only some
109 8. dk (don't know); na (not ascertained)
3 9. rf (refused)
14712 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].expectedbenefits.j926_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2928 keep money allowed
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j928_
[[employer name]/job [dates] - [type of retirement plan]]
once you start to receive money or benefits, can you keep some money in your
account to take out whenever you want?
.................................................................................
3300 1. yes
1239 5. no
589 8. dk (don't know); na (not ascertained)
19 9. rf (refused)
13116 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].expectedbenefits.j928_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2929 regular payments allowed
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j929_
[[employer name]/job [dates] - [type of retirement plan]]
(once you start to receive money or benefits,) can you receive regular payments
on a monthly or yearly basis?
.................................................................................
4538 1. yes
328 5. no
268 8. dk (don't know); na (not ascertained)
13 9. rf (refused)
13116 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].expectedbenefits.j929_
if not(((secj2.pensionfollowup[i].expectedbenefits.j926_ = yes) and
((secj2.pensionfollowup[i].expectedbenefits.j928_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j928_ = nonresponse)) and
((secj2.pensionfollowup[i].expectedbenefits.j929_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j929_ = nonresponse)) then
if not((((secj2.pensionfollowup[i].expectedbenefits.j926_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j926_ = nonresponse) and
(secj2.pensionfollowup[i].expectedbenefits.j928_ = yes)) and
((secj2.pensionfollowup[i].expectedbenefits.j929_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j929_ = nonresponse)) then
if not((((secj2.pensionfollowup[i].expectedbenefits.j926_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j926_ = nonresponse) and
((secj2.pensionfollowup[i].expectedbenefits.j928_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j928_ = nonresponse)) and
(secj2.pensionfollowup[i].expectedbenefits.j929_ = yes)) then
if not((((secj2.pensionfollowup[i].expectedbenefits.j926_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j926_ = nonresponse) and
((secj2.pensionfollowup[i].expectedbenefits.j928_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j928_ = nonresponse)) and
((secj2.pensionfollowup[i].expectedbenefits.j929_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j929_ = nonresponse)) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2931m1 benefit withdraw options r plans -1
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j931_[1]
[[employer name]/job [dates] - [type of retirement plan]]
which of these options do you plan to take advantage of -- [one time payment,
keep money in account to take out later, regular payments (monthly or
annually)/one time payment, keep money in account to take out later/one time
payment, regular payments (monthly or annually]?
iwer: choose all that apply
.................................................................................
804 1. one time payment
696 2. keep money in account to take out later
3361 3. regular payments (monthly or annually)
152 8. dk (don't know); na (not ascertained)
8 9. rf (refused)
13242 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].expectedbenefits.j929_
if not(((secj2.pensionfollowup[i].expectedbenefits.j926_ = yes) and
((secj2.pensionfollowup[i].expectedbenefits.j928_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j928_ = nonresponse)) and
((secj2.pensionfollowup[i].expectedbenefits.j929_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j929_ = nonresponse)) then
if not((((secj2.pensionfollowup[i].expectedbenefits.j926_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j926_ = nonresponse) and
(secj2.pensionfollowup[i].expectedbenefits.j928_ = yes)) and
((secj2.pensionfollowup[i].expectedbenefits.j929_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j929_ = nonresponse)) then
if not((((secj2.pensionfollowup[i].expectedbenefits.j926_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j926_ = nonresponse) and
((secj2.pensionfollowup[i].expectedbenefits.j928_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j928_ = nonresponse)) and
(secj2.pensionfollowup[i].expectedbenefits.j929_ = yes)) then
if not((((secj2.pensionfollowup[i].expectedbenefits.j926_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j926_ = nonresponse) and
((secj2.pensionfollowup[i].expectedbenefits.j928_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j928_ = nonresponse)) and
((secj2.pensionfollowup[i].expectedbenefits.j929_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j929_ = nonresponse)) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2931m2 benefit withdraw options r plans -2
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j931_[2]
[[employer name]/job [dates] - [type of retirement plan]]
which of these options do you plan to take advantage of -- [one time payment,
keep money in account to take out later, regular payments (monthly or
annually)/one time payment, keep money in account to take out later/one time
payment, regular payments (monthly or annually]?
iwer: choose all that apply
.................................................................................
5 1. one time payment
32 2. keep money in account to take out later
64 3. regular payments (monthly or annually)
8. dk (don't know); na (not ascertained)
9. rf (refused)
18162 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].expectedbenefits.j929_
if not(((secj2.pensionfollowup[i].expectedbenefits.j926_ = yes) and
((secj2.pensionfollowup[i].expectedbenefits.j928_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j928_ = nonresponse)) and
((secj2.pensionfollowup[i].expectedbenefits.j929_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j929_ = nonresponse)) then
if not((((secj2.pensionfollowup[i].expectedbenefits.j926_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j926_ = nonresponse) and
(secj2.pensionfollowup[i].expectedbenefits.j928_ = yes)) and
((secj2.pensionfollowup[i].expectedbenefits.j929_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j929_ = nonresponse)) then
if not((((secj2.pensionfollowup[i].expectedbenefits.j926_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j926_ = nonresponse) and
((secj2.pensionfollowup[i].expectedbenefits.j928_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j928_ = nonresponse)) and
(secj2.pensionfollowup[i].expectedbenefits.j929_ = yes)) then
if not((((secj2.pensionfollowup[i].expectedbenefits.j926_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j926_ = nonresponse) and
((secj2.pensionfollowup[i].expectedbenefits.j928_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j928_ = nonresponse)) and
((secj2.pensionfollowup[i].expectedbenefits.j929_ = no) or
secj2.pensionfollowup[i].expectedbenefits.j929_ = nonresponse)) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2931m3 benefit withdraw options r plans -3
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j931_[3]
[[employer name]/job [dates] - [type of retirement plan]]
which of these options do you plan to take advantage of -- [one time payment,
keep money in account to take out later, regular payments (monthly or
annually)/one time payment, keep money in account to take out later/one time
payment, regular payments (monthly or annually]?
iwer: choose all that apply
.................................................................................
1. one time payment
1 2. keep money in account to take out later
3 3. regular payments (monthly or annually)
8. dk (don't know); na (not ascertained)
9. rf (refused)
18259 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].expectedbenefits.j929_
if ((regularpayments in secj2.pensionfollowup[i].expectedbenefits.j931_) or
(secj2.pensionfollowup[i].expectedbenefits.j931_ = dontknow)) or
secj2.pensionfollowup[i].expectedbenefits.j931_ = empty then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2947 form of regular payments
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j947aformofbenfts
[[employer name]/job [dates] - [type of retirement plan]]
[if you do take it all/for the part that you take] as a regular payment, how
much do you expect those payments to be?
iwer: if r has trouble projecting an amount or percent due to recent losses in
value of pension, probe: taking all of that into consideration, what do you
expect to receive
.................................................................................
116 1. percent of pay
2619 2. amount per month/year
882 8. dk (don't know); na (not ascertained)
89 9. rf (refused)
14557 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts
if secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = percentofpay
then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2356 percent regular payments
section: j level: pension type: numeric width: 3 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j356a
[[employer name]/job [dates] - [type of retirement plan]]
(what percent of your final pay at retirement is that?)
iwer: if r has trouble projecting a percent due to recent losses in value of
pension, probe: taking all of that into consideration, what percent do you
expect to receive?
iwer: enter percent of final pay at retirement
iwer: do not probe dk/rf
1-100 percent
percent:
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
83 1 100 28.00 29.80 18147
-----------------------------------------------------------------
33 998. dk (don't know); na (not ascertained)
999. rf (refused)
j2789 percent regular payments-min
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j789_
did it amount to less than ____% , more than ____% , or what?
procedures: 2up1downpercent, 1up2downpercent
breakpoints: 20%, 40%, 60%, 80%
random entry points: 40%, 60%
entry point assignment: 1 or {not 1} at x510
order of entry point assignments and procedures correspond
.................................................................................
16 0. value of breakpoint
3 20. value of breakpoint
4 21. value of breakpoint
3 40. value of breakpoint
5 41. value of breakpoint
2 61. value of breakpoint
18230 blank. inap (inapplicable); partial interview
j2790 percent regular payments-max
section: j level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j790_
*
.................................................................................
10 19. value of breakpoint
3 20. value of breakpoint
4 39. value of breakpoint
3 40. value of breakpoint
6 59. value of breakpoint
1 79. value of breakpoint
6 99999996. greater than maximum breakpoint
18230 blank. inap (inapplicable); partial interview
j2791 percent regular payments-result
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j791_
*
.................................................................................
7 98. dk (don't know); na (not ascertained)
99. rf (refused)
18256 blank. inap (inapplicable); partial interview
构造变量
assign:j357a := dontknow {previous ask}
secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts
if j947aformofbenfts = dontknow then
j357a := dontknow {previous ask}
secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts
assign: j357a := dontknow
if j947aformofbenfts = dontknow then
j357a := refusal
if j947aformofbenfts = refusal then
if j947aformofbenfts = refusal t{previous ask}
secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts
if ((secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts =
percentofpay) or (secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts =
amountpermonthyear)) or
secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = nonresponse then
if secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts <> percentofpay
then
if not(secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = dontknow)
then
if not(secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = refusal)
then
{previous ask} secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts
if ((secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts =
percentofpay) or (secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts =
amountpermonthyear)) or
secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = nonresponse then
if secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts <> percentofpay
then
if not(secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = dontknow)
then
if not(secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = refusal)
then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2357 amount regular payments
section: j level: pension type: numeric width: 7 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j357a
[[employer name]/job [dates] - [type of retirement plan]]
[how much do you expect or plan to receive?]
iwer: if r has trouble projecting an amount due to recent losses in value of
pension, probe: taking all of that into consideration, what do you expect to
receive?
iwer: do not probe dk/rf
amount:
per:
.................................................................................
2468 0-3000000. actual value
1022 9999998. dk (don't know); na (not ascertained)
100 9999999. rf (refused)
14673 blank. inap (inapplicable); partial interview
j2358 amount regular payments - min
section: j level: pension type: numeric width: 5 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j358_
does it amount to less than $____ , more than $____ , or what?
procedures: 2up1down, 1up2down
breakpoints: $6,000, $12,000, $24,000, $36,000
random entry points: $12,000, $24,000
entry point assignment: 1 or {not 1} at x501
order of entry point assignments and procedures correspond
.................................................................................
519 0. value of breakpoint
35 6000. value of breakpoint
131 6001. value of breakpoint
72 12000. value of breakpoint
186 12001. value of breakpoint
31 24000. value of breakpoint
79 24001. value of breakpoint
20 36000. value of breakpoint
48 36001. value of breakpoint
17142 blank. inap (inapplicable); partial interview
j2359 amount regular payments - max
section: j level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j359_
*
.................................................................................
153 5999. value of breakpoint
35 6000. value of breakpoint
155 11999. value of breakpoint
72 12000. value of breakpoint
186 23999. value of breakpoint
31 24000. value of breakpoint
63 35999. value of breakpoint
20 36000. value of breakpoint
406 99999996. greater than maximum breakpoint
17142 blank. inap (inapplicable); partial interview
j2360 amount regular payments - result
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j360_
*
.................................................................................
1 97. data not available
305 98. dk (don't know); na (not ascertained)
88 99. rf (refused)
17869 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts
if ((secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts =
percentofpay) or (secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts =
amountpermonthyear)) or
secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = nonresponse then
if secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts <> percentofpay
then
if secj2.pensionfollowup[i].expectedbenefits.j357a <> empty and
secj2.pensionfollowup[i].expectedbenefits.j357a <> nonresponse then
if secj2.pensionfollowup[i].expectedbenefits.j357a <> 0 then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2361 amount regular payments - per
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j361a
[[employer name]/job [dates] - [type of retirement plan]]
iwer: probe if necessary: is that per month or year?
amount:
per:
.................................................................................
2226 4. month
227 6. year
13 7. other(specify); including total amount or lump sum
8. dk (don't know); na (not ascertained)
9. rf (refused)
15797 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts
if ((secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts =
percentofpay) or (secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts =
amountpermonthyear)) or
secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = nonresponse then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w089 benefits duration
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.w089a
[[employer name]/job [dates] - [type of retirement plan]]
will this payment continue for as long as you live, for a fixed period of time,
or what?
.................................................................................
1983 1. as long as r lives
777 3. for a fixed time period
656 4. until the money runs out
14 5. as long as r or r's spouse/partner lives
31 7. other
225 8. dk (don't know); na (not ascertained)
20 9. rf (refused)
14557 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].expectedbenefits.w089a
if not(secj2.pensionfollowup[i].expectedbenefits.w089a = otherspecify) then
if secj2.pensionfollowup[i].expectedbenefits.w089a = forafixedtime then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w091 benefits duration - until yr
section: j level: pension type: numeric width: 4 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.w091a
[[employer name]/job [dates] - [type of retirement plan]]
what is that time period?
until year:
or
until age:
or
years:
.................................................................................
75 2014-2059. actual value
241 9998. dk (don't know); na (not ascertained)
12 9999. rf (refused)
17935 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].expectedbenefits.w091a
if secj2.pensionfollowup[i].expectedbenefits.w091a = empty then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w092 benefits duration - until age
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.w092a
[[employer name]/job [dates] - [type of retirement plan]]
what is that time period?
until year:
or
until age:
or
years:
.................................................................................
62 5-95. actual value
3 98. dk (don't know); na (not ascertained)
99. rf (refused)
18198 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].expectedbenefits.w092a
if secj2.pensionfollowup[i].expectedbenefits.w091a = empty and
secj2.pensionfollowup[i].expectedbenefits.w092a = empty then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w093 benefits duration - years
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.w093a
[[employer name]/job [dates] - [type of retirement plan]]
what is that time period?
until year:
or
until age:
or
years:
.................................................................................
375 1-35. actual value
8 98. dk (don't know); na (not ascertained)
99. rf (refused)
17880 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].expectedbenefits.w091a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w094 r die will benefits continue
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.w094a
[[employer name]/job [dates] - [type of retirement plan]]
if you should die, would your [husband/wife/partner] continue to receive the
same benefit, get a reduced benefit, or would the benefits end?
.................................................................................
1600 1. same benefit
563 2. reduced benefit
364 3. no benefit/benefits would end
16 4. (vol) guaranteed for some number of years
24 5. lump sum payment
262 8. dk (don't know); na (not ascertained)
12 9. rf (refused)
15422 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts
if lumpsum in secj2.pensionfollowup[i].expectedbenefits.j931_ then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2363 lump sum-amt plan to take
section: j level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j363a
[[employer name]/job [dates] - [type of retirement plan]]
how much do you plan to take as a one-time payment?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
522 0 1500000 86949.13 172917.65 17454
-----------------------------------------------------------------
1 99999996. out of range value
256 99999998. dk (don't know); na (not ascertained)
30 99999999. rf (refused)
j2364 lump sum-amt plan to take - min
section: j level: pension type: numeric width: 6 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j364_
does it amount to less than $____ , more than $____ , or what?
procedures: 2up1down, 1up2down
breakpoints: $5,000, $20,000, $50,000, $150,000
random entry points: $20,000, $50,000
entry point assignment: 1 or {not 1} at x502
order of entry point assignments and procedures correspond
.................................................................................
54 0. value of breakpoint
5 5000. value of breakpoint
64 5001. value of breakpoint
5 20000. value of breakpoint
50 20001. value of breakpoint
5 50000. value of breakpoint
43 50001. value of breakpoint
6 150000. value of breakpoint
35 150001. value of breakpoint
17996 blank. inap (inapplicable); partial interview
j2365 lump sum-amt plan to take - max
section: j level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j365_
*
.................................................................................
12 4999. value of breakpoint
5 5000. value of breakpoint
66 19999. value of breakpoint
5 20000. value of breakpoint
50 49999. value of breakpoint
5 50000. value of breakpoint
39 149999. value of breakpoint
6 150000. value of breakpoint
79 99999996. greater than maximum breakpoint
17996 blank. inap (inapplicable); partial interview
j2366 lump sum-amt plan to take - result
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j366_
*
.................................................................................
19 97. data not available
33 98. dk (don't know); na (not ascertained)
17 99. rf (refused)
18194 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts
if keepmoney in secj2.pensionfollowup[i].expectedbenefits.j931_ then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2932 amount leave in account
section: j level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j932_
[[employer name]/job [dates] - [type of retirement plan]]
how much do you expect to leave in the account to take out later?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
479 0 2000000 117808.99 237523.39 17534
-----------------------------------------------------------------
235 99999998. dk (don't know); na (not ascertained)
15 99999999. rf (refused)
j2933 amount leave in account - min
section: j level: pension type: numeric width: 6 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j933_
does it amount to less than $____ , more than $____ , or what?
procedures: 3up1down, 2up2down
breakpoints: $5,000, $20,000, $50,000, $100,000, $150,000
random entry points: $20,000, $50,000
entry point assignment: 1 or {not 1} at x506
order of entry point assignments and procedures correspond
.................................................................................
91 0. value of breakpoint
11 5000. value of breakpoint
65 5001. value of breakpoint
16 20000. value of breakpoint
36 20001. value of breakpoint
3 50000. value of breakpoint
18 50001. value of breakpoint
2 100001. value of breakpoint
6 150001. value of breakpoint
18015 blank. inap (inapplicable); partial interview
j2934 amount leave in account - max
section: j level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j934_
*
.................................................................................
39 4999. value of breakpoint
11 5000. value of breakpoint
69 19999. value of breakpoint
16 20000. value of breakpoint
41 49999. value of breakpoint
3 50000. value of breakpoint
16 99999. value of breakpoint
2 149999. value of breakpoint
51 99999996. greater than maximum breakpoint
18015 blank. inap (inapplicable); partial interview
j2935 amount leave in account - result
section: j level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j935_
*
.................................................................................
2 97. data not available
41 98. dk (don't know); na (not ascertained)
14 99. rf (refused)
18206 blank. inap (inapplicable); partial interview
j2w452 whether plan from new or same job
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].w452_pensionfromnewjoborsamejobaspw
.................................................................................
4433 1. yes
5483 5. no
8347 blank. inap (inapplicable); partial interview
j2w434 plan status-receiving regular benefits
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w434_receiving
.................................................................................
2579 1. yes
7328 5. no
8356 blank. inap (inapplicable); partial interview
j2w435 plan status-left money in the account
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w435_leftmoney
.................................................................................
414 1. yes
9493 5. no
8356 blank. inap (inapplicable); partial interview
j2w436 plan status-withdrew all money
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w436_withdrewallmoney
.................................................................................
442 1. yes
9465 5. no
8356 blank. inap (inapplicable); partial interview
j2w437 plan status-withdrew some money
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w437_withdrewsomemoney
.................................................................................
466 1. yes
9441 5. no
8356 blank. inap (inapplicable); partial interview
j2w439 plan status-rolled into ira
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w439_rolledoverintoira
.................................................................................
724 1. yes
9183 5. no
8356 blank. inap (inapplicable); partial interview
j2w440 plan status-converted to annuity
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w440_converttoannuity
.................................................................................
63 1. yes
9844 5. no
8356 blank. inap (inapplicable); partial interview
j2w441 plan status-did nothing with plan yet
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w441_noaction
.................................................................................
13 1. yes
9894 5. no
8356 blank. inap (inapplicable); partial interview
j2w443 plan status-combined with other plan
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w443_combinedwithotherplan
.................................................................................
79 1. yes
9828 5. no
8356 blank. inap (inapplicable); partial interview
j2w444 plan status-tranfer to new employer
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w444_transferredtonewemployer
.................................................................................
29 1. yes
9878 5. no
8356 blank. inap (inapplicable); partial interview
j2w445 plan status-lost all benefits
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w445_lostallbenefits
.................................................................................
1. yes
9907 5. no
8356 blank. inap (inapplicable); partial interview
j2w446 plan status-frozen/lost some benefits
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w446_frozenorlostsomebenefits
.................................................................................
6 1. yes
9901 5. no
8356 blank. inap (inapplicable); partial interview
j2w447 plan status-did something else with plan
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w447_other
.................................................................................
223 1. yes
9684 5. no
8356 blank. inap (inapplicable); partial interview
j2w448 plan status-dk what happened to plan
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w448_dontknow
.................................................................................
6 1. yes
9901 5. no
8356 blank. inap (inapplicable); partial interview
j2w449 plan status-rf what happened to plan
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w449_refusal
.................................................................................
1. yes
9907 5. no
8356 blank. inap (inapplicable); partial interview
j2w451 plan status
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w451_dead
.................................................................................
1346 1. yes
8561 5. no
8356 blank. inap (inapplicable); partial interview
j2w459 plan summary
section: j level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].w459_dead
*
.................................................................................
1954 1. yes
7962 5. no
8347 blank. inap (inapplicable); partial interview
vdate 2014 data model version
section: j level: pension type: numeric width: 1 decimals: 0
user note: this variable identifies which data model was used to interview the
household. please reference the data description for a summary of changes in
each data model.
.................................................................................
1. version 1
2408 2. version 2
6841 3. version 3
3228 4. version 4
37 5. version 5
2885 6. version 6
2864 7. version 7
version 2014 data release version
section: j level: pension type: numeric width: 1 decimals: 0
.................................................................................
18263 2. hrs 2014 final release