section j2: pension (pension)
==========================================================================================
hrs 2016 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: j2 level: pension type: character width: 6 decimals: 0
.................................................................................
14996 010004-958361. household identification number
n respondent person identification number
section: j2 level: pension type: character width: 3 decimals: 0
.................................................................................
8785 010. person identifier
462 011. person identifier
28 012. person identifier
4875 020. person identifier
156 021. person identifier
13 022. person identifier
202 030. person identifier
33 031. person identifier
7 032. person identifier
1 033. person identifier
391 040. person identifier
42 041. person identifier
1 043. person identifier
subhh 2016 sub household identification number
section: j2 level: pension type: character width: 1 decimals: 0
.................................................................................
13758 0. original sample household - no split from divorce or
separation of spouses or partners
629 1. split household - one half of couple from subhh 0 and new
spouse or partner, if any
488 2. split household - one half of couple from subhh 0 and new
spouse or partner, if any
47 5. split household - one half of couple from subhh 1 or 2
2 6. split household - one half of couple from subhh 1 or 2
72 7. reunited household - respondents from split household
reunite
8. split household - one half of couple from subhh 1 or 2
osubhh 2014 sub household identification number
section: j2 level: pension type: character width: 1 decimals: 0
.................................................................................
11083 0. original sample household - no split from divorce or
separation of spouses or partners
544 1. split household - one half of couple from subhh 0 and new
spouse or partner, if any
436 2. split household - one half of couple from subhh 0 and new
spouse or partner, if any
42 5. split household - one half of couple from subhh 1 or 2
6. split household - one half of couple from subhh 1 or 2
54 7. reunited household - respondents from split household
reunite
8. split household - one half of couple from subhh 1 or 2
2837 blank. new cohort hh
pn_sp 2016 spouse/partner person number
section: j2 level: pension type: character width: 3 decimals: 0
.................................................................................
4713 010. person identifier
396 011. person identifier
17 012. person identifier
1 013. person identifier
4931 020. person identifier
118 021. person identifier
4 022. person identifier
91 030. person identifier
20 031. person identifier
234 040. person identifier
25 041. person identifier
1 042. person identifier
1 043. person identifier
6 810. spouse of original r, never entered sample
33 811. spouse of non-original respondent
2 812. spouse of non-original respondent
2 821. spouse of non-original respondent
1 822. spouse of non-original respondent
2 831. spouse of non-original respondent
6 832. spouse of non-original respondent
7 841. spouse of non-original respondent
4385 blank. single respondent household
csr 2016 whether coversheet respondent
section: j2 level: pension type: numeric width: 1 decimals: 0
.................................................................................
10046 1. yes
57 3. 2nd coverscreen r, answers not retained
4893 5. no
famr 2016 whether family respondent
section: j2 level: pension type: numeric width: 1 decimals: 0
.................................................................................
9141 1. family r
24 3. 2nd family r, answers not retained
5831 5. non-family r
finr 2016 whether financial respondent
section: j2 level: pension type: numeric width: 1 decimals: 0
.................................................................................
10451 1. financial r
24 3. 2nd financial r, answers not retained
4521 5. non-financial r
j2jobndx job table index
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].jobindex
.................................................................................
8487 1-8. link to preload job table
6509 10. new job added 2016
blank. inap (inapplicable); partial interview
j2z140 prev wave old pension type
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z140_oldpentype_v
*
.................................................................................
2019 1. db (formula)
3554 2. dc (account)
300 3. both type
69 8. dk (don't know); na (not ascertained)
341 9. rf (refused)
8713 blank. inap (inapplicable); partial interview
j2z142 prev wave old employer begin yr
section: j2 level: pension type: numeric width: 4 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z142_oldempbegyr_v
.................................................................................
12526 1940-2018. actual value
97 9998. dk (don't know); na (not ascertained)
8 9999. rf (refused)
2365 blank. inap (inapplicable); partial interview
j2z143 prev wave old employer end yr
section: j2 level: pension type: numeric width: 4 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z143_oldempendyr_v
.................................................................................
4525 1953-2017. actual value
51 9998. dk (don't know); na (not ascertained)
23 9999. rf (refused)
10397 blank. inap (inapplicable); partial interview
j2z510m prev wave old employer - state - masked
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z510_oldempstate
.................................................................................
372 1. northeast region: new england division (me, nh, vt, ma, ri,
ct)
1235 2. northeast region: middle atlantic division (ny, nj, pa)
1533 3. midwest region: east north central division (oh, in, il, mi,
wi)
704 4. midwest region: west north central division (mn, ia, mo, nd,
sd, ne, ks)
2253 5. south region: south atlantic division (de, md, dc, va, wv,
nc, sc, ga, fl)
609 6. south region: east south central division (ky, tn, al, ms)
882 7. south region: west south central division (ar, la, ok, tx)
672 8. west region: mountain division (mt, id, wy, co, nm, az, ut,
nv)
1520 9. west region: pacific division (wa, or, ca, ak, hi)
28 11. foreign country: not in a census division (includes u.s.
territories)
37 98. dk (don't know); na (not ascertained)
10 99. rf (refused)
5141 blank. inap (inapplicable); partial interview
j2z504 related job number
section: j2 level: pension type: character width: 3 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z504_jobid
.................................................................................
8487 301-308. text job id number
6509 blank. newly added past pension
j2z139 prev wave pension index
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z139_pensionndx_v
.................................................................................
8667 1-9. link to preload pension table
6329 blank. newly added past pension
j2z505 pension number for tracking
section: j2 level: pension type: character width: 3 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z505_pensionid
.................................................................................
8667 101-112. pension id number
6329 blank. newly added past pension
j2z507 prev wave pension plan type
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z507_plantype
.................................................................................
3179 1. 401k plan
1350 2. defined benefit plan
1241 3. defined contribution plan
299 4. supplemental retirement account (sra)
21 5. 401a plan
383 6. 403b plan
86 7. 457 plan
120 8. thrift/savings plan (tsp)
98 9. profit-sharing plan
72 10. employee stock ownership plan (esop)
2 11. money purchase plan
3 12. portable cash option plan
31 13. employee stock purchase plan (espp)
82 14. sep or simple plan
48 15. combination plan
15 16. cash balance plan
700 97. other
435 98. dk (don't know); na (not ascertained)
411 99. rf (refused)
6420 blank. newly added past pension
j2z508 preloaded plan provider type
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.askpensiongrid.bj_preload_pastpens[1].z508_typeprovider
*
.................................................................................
5044 1. private employer
2311 2. government employer
247 3. r's own business
484 4. union
290 7. other
55 8. dk (don't know); na (not ascertained)
36 9. rf (refused)
6529 blank. newly added past pension
j2z503 job type
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z503_jobstatus
.................................................................................
4716 1. previous wave job
3865 2. old job
6415 blank. newly added past pension
构造变量
{previous ask} secj2.w400_pensiongridintro
if (((pirvarsz076_reiwr_v = reiwr) and ((pirvarsz276_pensionsconfirmed <> yes)
or (secj2.w415_totalpreloadplans > 0))) or ((((secj2.j848_ <> no) and
secj2.j848_ <> nonresponse) and (secj2.j851_ <> no)) and secj2.j851_ <>
nonresponse)) or (pirvarsz076_reiwr_v <> reiwr) then
if ((((secj2.askpensiongrid.i = 1) or pensionrow[i].z505_pensionid <> empty) or
(pensionrow[i - 1].z505_pensionid <> empty and ((pirvarsz276_pensionsconfirmed
<> yes) or ((pij020_workforpay = yes) and (((pij849_ = yes) or (pij851_ = yes))
or ((piw417_samejobpwandcw = yes) and pij848_ = 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)) and (pirvarsz276_pensionsconfirmed <> yes)))) 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: j2 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 new r and not participating in plan (j848 = no andj849 = no and j851 =no)
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 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.
.................................................................................
3456 1. yes
2468 5. no
6 8. dk (don't know); na (not ascertained)
10 9. rf (refused)
9056 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.w400_pensiongridintro
if (((pirvarsz076_reiwr_v = reiwr) and ((pirvarsz276_pensionsconfirmed <> yes)
or (secj2.w415_totalpreloadplans > 0))) or ((((secj2.j848_ <> no) and
secj2.j848_ <> nonresponse) and (secj2.j851_ <> no)) and secj2.j851_ <>
nonresponse)) or (pirvarsz076_reiwr_v <> reiwr) then
if ((((secj2.askpensiongrid.i = 1) or pensionrow[i].z505_pensionid <> empty) or
(pensionrow[i - 1].z505_pensionid <> empty and ((pirvarsz276_pensionsconfirmed
<> yes) or ((pij020_workforpay = yes) and (((pij849_ = yes) or (pij851_ = yes))
or ((piw417_samejobpwandcw = yes) and pij848_ = 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)) and (pirvarsz276_pensionsconfirmed <> yes)))) then
if not(secj2.askpensiongrid.pensionrow[i].z505_pensionid = empty) then
if pirvarsz276_pensionsconfirmed <> yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w402 confirm preloaded pension
section: j2 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.
.................................................................................
175 1. yes
30 5. no, r never had this plan
8. dk (don't know); na (not ascertained)
9. rf (refused)
14791 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.w400_pensiongridintro
if (((pirvarsz076_reiwr_v = reiwr) and ((pirvarsz276_pensionsconfirmed <> yes)
or (secj2.w415_totalpreloadplans > 0))) or ((((secj2.j848_ <> no) and
secj2.j848_ <> nonresponse) and (secj2.j851_ <> no)) and secj2.j851_ <>
nonresponse)) or (pirvarsz076_reiwr_v <> reiwr) then
if ((((secj2.askpensiongrid.i = 1) or pensionrow[i].z505_pensionid <> empty) or
(pensionrow[i - 1].z505_pensionid <> empty and ((pirvarsz276_pensionsconfirmed
<> yes) or ((pij020_workforpay = yes) and (((pij849_ = yes) or (pij851_ = yes))
or ((piw417_samejobpwandcw = yes) and pij848_ = 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)) and (pirvarsz276_pensionsconfirmed <> yes)))) then
if not(secj2.askpensiongrid.pensionrow[i].z505_pensionid = empty) then
if (secj2.askpensiongrid.pensionrow[i].w402_verify <> rdenies) and
secj2.askpensiongrid.pensionrow[i].w402_verify <> nonresponse then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w403 still have plan now
section: j2 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.
.................................................................................
6648 1. yes
254 2. yes, edit information
1536 5. no
135 6. no, r never had this plan
24 8. dk (don't know); na (not ascertained)
27 9. rf (refused)
6372 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: j2 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?"
.................................................................................
627 1. withdrew all of the money/received full amount as cash
settlement or lump-sum
65 2. combined it with another plan
21 3. transferred to new employer
436 4. rolled over into ira
70 5. lost all benefits
8 6. frozen, or lost some benefits
39 7. converted to or purchased an annuity
27 8. receiving regular payments/benefits
16 9. withdrew some of the money
19 95. duplicate pension plan
5 96. not a pension plan; r not included in this plan
187 97. other
48 98. dk (don't know); na (not ascertained)
10 99. rf (refused)
13418 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: j2 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 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
3 4. rolled over into ira
1 5. lost all benefits
1 6. frozen, or lost some benefits
4 7. converted to or purchased an annuity
2 8. receiving regular payments/benefits
1 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)
14971 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: j2 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
1 6. frozen, or lost some benefits
7. converted to or purchased an annuity
2 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)
14993 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: j2 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)
14996 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.w400_pensiongridintro
if (((pirvarsz076_reiwr_v = reiwr) and ((pirvarsz276_pensionsconfirmed <> yes)
or (secj2.w415_totalpreloadplans > 0))) or ((((secj2.j848_ <> no) and
secj2.j848_ <> nonresponse) and (secj2.j851_ <> no)) and secj2.j851_ <>
nonresponse)) or (pirvarsz076_reiwr_v <> reiwr) then
if ((((secj2.askpensiongrid.i = 1) or pensionrow[i].z505_pensionid <> empty) or
(pensionrow[i - 1].z505_pensionid <> empty and ((pirvarsz276_pensionsconfirmed
<> yes) or ((pij020_workforpay = yes) and (((pij849_ = yes) or (pij851_ = yes))
or ((piw417_samejobpwandcw = yes) and pij848_ = 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)) and (pirvarsz276_pensionsconfirmed <> yes)))) then
if secj2.askpensiongrid.pensionrow[i].z505_pensionid = empty then
if secj2.askpensiongrid.pensionrow[i].w401_anyother = yes then
if (pirvarsz276_pensionsconfirmed <> yes) or piz505_pensionid = empty then
or{previous ask} secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan
if ((((secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan <> refusal) and
(secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan <> neverhad)) and not
(lostbenefits in secj2.askpensiongrid.pensionrow[i].w404_status)) and
secj2.askpensiongrid.pensionrow[i].w404_status <> nonresponse) and
((pirvarsz276_pensionsconfirmed <> yes) or
(secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = yesedit)) then
if (pirvarsz276_pensionsconfirmed <> yes) or piz505_pensionid = empty then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w405 who provided plan
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].pensionrowcommon.w405_typeprovider
[iwer: ask or record]
[is/was] this plan provided by a private employer, a government employer, a
union, or what?
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.
.................................................................................
2253 1. private employer
996 2. government employer
35 3. r's own business
293 4. union
176 7. other
55 8. dk (don't know); na (not ascertained)
8 9. rf (refused)
11180 blank. inap (inapplicable); partial interview
构造变量
{previous ask}
secj2.askpensiongrid.pensionrow[i].pensionrowcommon.w406_planname
if not ((((((withdrewthemoney in piw404_status) or (combinedwithotherplan in
piw404_status)) or (transferredtonewemployer in piw404_status)) or
(rolledoverintoira in piw404_status)) or (converttoannuity in piw404_status))
or (receiving in piw404_status)) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w407 type of plan
section: j2 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? iwer: 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.
.................................................................................
4951 1. 401k plan
1865 2. defined benefit plan
1716 3. defined contribution plan
306 4. supplemental retirement account (sra)
26 5. 401a plan
531 6. 403b plan
112 7. 457 plan
155 8. thrift/savings plan (tsp)
109 9. profit-sharing plan
77 10. employee stock ownership plan (esop)
2 11. money purchase plan
4 12. portable cash option plan
37 13. employee stock purchase plan (espp)
100 14. sep or simple plan
55 15. combination plan
16 16. cash balance plan
95 96. ira
933 97. other
617 98. dk (don't know); na (not ascertained)
411 99. rf (refused)
2878 blank. inap (inapplicable); partial interview
j2z200 rpt yr
section: j2 level: pension type: numeric width: 4 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].pensionrowcommon.z200_yrrptpastpen
.................................................................................
8662 1992-2014. actual value
6334 blank. inap (inapplicable); partial interview
构造变量
{previous ask}
secj2.askpensiongrid.pensionrow[i].pensionrowcommon.w407_plankind
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w408 job
section: j2 level: pension type: character width: 3 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].pensionrowcommon.w408_whichprovider
[iwer: ask or record:]
[who did you work for when you started this plan?/is [employer name/previous
employer name] the [employer/business] that provided this plan?]
iwer: if r names an employer that is not on the list, probe: let me double
check, i have (read list of employers) -- is this plan associated with one of
those employers?
iwer: if this plan is from a past period of self employment, select code 997.
.................................................................................
10967 301-308. job number
2009 911. current employer
112 912. last employer
424 913. most recent employer
121 914. longest held job employer
26 996. current self-employment
554 997. not on list: specify
3 998. dk (don't know); na (not ascertained)
22 999. rf (refused)
758 blank. inap (inapplicable); partial interview
j2w460 related job number - updated
section: j2 level: pension type: character width: 3 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].pensionrowcommon.w460_updatedjobid
*
.................................................................................
11121 301-308. job number
3875 blank. inap (inapplicable); partial interview
构造变量
{previous ask}
secj2.askpensiongrid.pensionrow[i].pensionrowcommon.w408_whichprovider
if not(secj2.askpensiongrid.pensionrow[i].pensionrowcommon.w408_whichprovider =
last) then
if not(secj2.askpensiongrid.pensionrow[i].pensionrowcommon.w408_whichprovider =
mostrecent) then
if not(secj2.askpensiongrid.pensionrow[i].pensionrowcommon.w408_whichprovider =
longestheldjob) then
if not((secj2.askpensiongrid.pensionrow[i].pensionrowcommon.w408_whichprovider
= current) and (pirvarsz076_reiwr_v <> reiwr)) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w410 begin work
section: j2 level: pension type: numeric width: 4 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].pensionrowcommon.w410_yrbegin
[iwer: ask or record:]
in what year did you [start working [for this employer/business]]?/is [year
begin employment] the year you [started working [for this employer/business]]?
.................................................................................
13720 1940-2017. actual value
20 9998. dk (don't know); na (not ascertained)
6 9999. rf (refused)
1250 blank. inap (inapplicable); partial interview
构造变量
{previous ask}
secj2.askpensiongrid.pensionrow[i].pensionrowcommon.w408_whichprovider
if not((secj2.askpensiongrid.pensionrow[i].pensionrowcommon.w408_whichprovider
in [current, selfemp]) or (((piw417_samejobpwandcw = yes) and
secj2.askpensiongrid.pensionrow[i].pensionrowcommon.w408_whichprovider <>
empty) and (w408_whichprovider.ord = picurrentemployer))) then
if not(secj2.askpensiongrid.pensionrow[i].pensionrowcommon.w408_whichprovider =
last) then
if not(secj2.askpensiongrid.pensionrow[i].pensionrowcommon.w408_whichprovider =
mostrecent) then
if not(secj2.askpensiongrid.pensionrow[i].pensionrowcommon.w408_whichprovider =
longestheldjob) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w411 end work
section: j2 level: pension type: numeric width: 4 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].pensionrowcommon.w411_yrend
[iwer: ask or record:]
when did you [stop working [for this employer/business]]?/is [year begin
employment] the year you [stopped working for this employer/business]]?
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
.................................................................................
5557 1959-2018. actual value
18 9998. dk (don't know); na (not ascertained)
7 9999. rf (refused)
9414 blank. inap (inapplicable); partial interview
j2w413m state - masked
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].pensionrowcommon.w413_empstatehidden
user note: state where r most recently worked.
.................................................................................
434 1. northeast region: new england division (me, nh, vt, ma, ri,
ct)
1437 2. northeast region: middle atlantic division (ny, nj, pa)
1752 3. midwest region: east north central division (oh, in, il, mi,
wi)
796 4. midwest region: west north central division (mn, ia, mo, nd,
sd, ne, ks)
2622 5. south region: south atlantic division (de, md, dc, va, wv,
nc, sc, ga, fl)
685 6. south region: east south central division (ky, tn, al, ms)
991 7. south region: west south central division (ar, la, ok, tx)
783 8. west region: mountain division (mt, id, wy, co, nm, az, ut,
nv)
1783 9. west region: pacific division (wa, or, ca, ak, hi)
39 11. foreign country: not in a census division (includes u.s.
territories)
97. other country (specify)
62 98. dk (don't know); na (not ascertained)
14 99. rf (refused)
3598 blank. inap (inapplicable); partial interview
构造变量
assign: w790_updatedz503[i] := empty:{previous ask}
secj2.w400_pensiongridintro
if (((pirvarsz076_reiwr_v = reiwr) and ((pirvarsz276_pensionsconfirmed <> yes)
or (secj2.w415_totalpreloadplans > 0))) or ((((secj2.j848_ <> no) and
secj2.j848_ <> nonresponse) and (secj2.j851_ <> no)) and secj2.j851_ <>
nonresponse)) or (pirvarsz076_reiwr_v <> reiwr) then
if ((((((askpensiongrid.pensionrow[i].w402_verify = correct) and
(askpensiongrid.pensionrow[i].w403_stillhaveplan <> neverhad)) and
(askpensiongrid.pensionrow[i].w403_stillhaveplan <> refusal)) or
((pirvarsz276_pensionsconfirmed = yes) and
((askpensiongrid.pensionrow[i].w403_stillhaveplan in [yes, yesedit, no]) or
(askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow)))) and not
(lostbenefits in askpensiongrid.pensionrow[i].w404_status)) and
askpensiongrid.pensionrow[i].w404_status <> nonresponse) or
(askpensiongrid.pensionrow[i].w401_anyother = yes) then
if not(askpensiongrid.pensionrow[i].pensionrowcommon.w408_whichprovider in
[otheremp1 .. otheremp10]) then
assign: w790_updatedz503[i] :=
askpensiongrid.bj_preload_job[askpensiongrid.pensionrow[i].pensionrowcommon.w408_whichprovider.ord].z503_jobstatus:{previous
ask} secj2.w400_pensiongridintro
if (((pirvarsz076_reiwr_v = reiwr) and ((pirvarsz276_pensionsconfirmed <> yes)
or (secj2.w415_totalpreloadplans > 0))) or ((((secj2.j848_ <> no) and
secj2.j848_ <> nonresponse) and (secj2.j851_ <> no)) and secj2.j851_ <>
nonresponse)) or (pirvarsz076_reiwr_v <> reiwr) then
if ((((((askpensiongrid.pensionrow[i].w402_verify = correct) and
(askpensiongrid.pensionrow[i].w403_stillhaveplan <> neverhad)) and
(askpensiongrid.pensionrow[i].w403_stillhaveplan <> refusal)) or
((pirvarsz276_pensionsconfirmed = yes) and
((askpensiongrid.pensionrow[i].w403_stillhaveplan in [yes, yesedit, no]) or
(askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow)))) and not
(lostbenefits in askpensiongrid.pensionrow[i].w404_status)) and
askpensiongrid.pensionrow[i].w404_status <> nonresponse) or
(askpensiongrid.pensionrow[i].w401_anyother = yes) then
if askpensiongrid.pensionrow[i].pensionrowcommon.w408_whichprovider in
[otheremp1 .. otheremp10] then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w790 updated job status
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.w790_updatedz503[1]
.................................................................................
3434 1. previous wave job
2293 2. old job
8. dk (don't know); na (not ascertained)
9. rf (refused)
9269 blank. inap (inapplicable); partial interview
j2w452 whether plan from new or same job
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].w452_pensionfromnewjoborsamejobaspw
.................................................................................
5084 1. yes
6703 5. no
3209 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.w400_pensiongridintro
if (((pirvarsz076_reiwr_v = reiwr) and ((pirvarsz276_pensionsconfirmed <> yes)
or (secj2.w415_totalpreloadplans > 0))) or ((((secj2.j848_ <> no) and
secj2.j848_ <> nonresponse) and (secj2.j851_ <> no)) and secj2.j851_ <>
nonresponse)) or (pirvarsz076_reiwr_v <> reiwr) then
if ((((((askpensiongrid.pensionrow[i].w402_verify = correct) and
(askpensiongrid.pensionrow[i].w403_stillhaveplan <> neverhad)) and
(askpensiongrid.pensionrow[i].w403_stillhaveplan <> refusal)) or
((pirvarsz276_pensionsconfirmed = yes) and
((askpensiongrid.pensionrow[i].w403_stillhaveplan in [yes, yesedit, no]) or
(askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow)))) 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: j2 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
.................................................................................
11768 1. continue
9 8. dk (don't know); na (not ascertained)
6 9. rf (refused)
3213 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if ((piz503_jobstatus = pwjob) and (piw417_samejobpwandcw = no)) and
(secj2.pensionfollowup.piw403_stillhaveplan in [1, 2]) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w420m1 what happened to pw job plan -1
section: j2 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?"
.................................................................................
251 1. receiving regular payments/benefits
335 2. left money in the account
11 3. withdrew all of the money/received full amount as cash
settlement or lump-sum
36 4. withdrew some of the money
77 5. rolled over into ira
19 6. converted to or purchased an annuity
9 7. haven't done anything with plan/waiting to become eligible
for benefits
1 8. combined it with another plan
3 9. transferred to new employer
10. lost all benefits
1 11. frozen, or lost some benefits
41 97. other (specify)
5 98. dk (don't know); na (not ascertained)
6 99. rf (refused)
14201 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if ((piz503_jobstatus = pwjob) and (piw417_samejobpwandcw = no)) and
(secj2.pensionfollowup.piw403_stillhaveplan in [1, 2]) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w420m2 what happened to pw job plan -2
section: j2 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?"
.................................................................................
9 1. receiving regular payments/benefits
9 2. left money in the account
3. withdrew all of the money/received full amount as cash
settlement or lump-sum
11 4. withdrew some of the money
8 5. rolled over into ira
8 6. converted to or purchased an annuity
1 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
13 97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
14937 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if ((piz503_jobstatus = pwjob) and (piw417_samejobpwandcw = no)) and
(secj2.pensionfollowup.piw403_stillhaveplan in [1, 2]) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w420m3 what happened to pw job plan -3
section: j2 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
1 2. left money in the account
3. withdrew all of the money/received full amount as cash
settlement or lump-sum
2 4. withdrew some of the money
1 5. rolled over into ira
1 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
2 97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
14989 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if ((piz503_jobstatus = pwjob) and (piw417_samejobpwandcw = no)) and
(secj2.pensionfollowup.piw403_stillhaveplan in [1, 2]) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w420m4 what happened to pw job plan -4
section: j2 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
2 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)
14993 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if ((piz503_jobstatus = pwjob) and (piw417_samejobpwandcw = no)) and
(secj2.pensionfollowup.piw403_stillhaveplan in [1, 2]) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w420m5 what happened to pw job plan -5
section: j2 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
1 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)
14995 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if ((piz503_jobstatus = pwjob) and (piw417_samejobpwandcw = no)) and
(secj2.pensionfollowup.piw403_stillhaveplan in [1, 2]) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w420m6 what happened to pw job plan -6
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].w420_[6]
[[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)
14996 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].w420_
if ((((((not (piz140_oldpentype_v in [typea]) and not (leftmoney in
secj2.pensionfollowup[i].w420_)) and not (withdrewallmoney in
secj2.pensionfollowup[i].w420_)) and not (noaction in
secj2.pensionfollowup[i].w420_)) and not (combinedwithotherplan in
secj2.pensionfollowup[i].w420_)) and not (transferredtonewemployer in
secj2.pensionfollowup[i].w420_)) and not (lostbenefits in
secj2.pensionfollowup[i].w420_)) and (secj2.pensionfollowup[i].w420_ <>
refusal) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w458 any money left in plan
section: j2 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
58 5. no
5 8. dk (don't know); na (not ascertained)
9. rf (refused)
14760 blank. inap (inapplicable); partial interview
j2w434 plan status-receiving regular benefits
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w434_receiving
.................................................................................
2583 1. yes
9194 5. no
3219 blank. inap (inapplicable); partial interview
j2w435 plan status-left money in the account
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w435_leftmoney
.................................................................................
345 1. yes
11432 5. no
3219 blank. inap (inapplicable); partial interview
j2w436 plan status-withdrew all money
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w436_withdrewallmoney
.................................................................................
640 1. yes
11137 5. no
3219 blank. inap (inapplicable); partial interview
j2w437 plan status-withdrew some money
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w437_withdrewsomemoney
.................................................................................
585 1. yes
11192 5. no
3219 blank. inap (inapplicable); partial interview
j2w439 plan status-rolled into ira
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w439_rolledoverintoira
.................................................................................
825 1. yes
10952 5. no
3219 blank. inap (inapplicable); partial interview
j2w440 plan status-converted to annuity
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w440_converttoannuity
.................................................................................
72 1. yes
11705 5. no
3219 blank. inap (inapplicable); partial interview
j2w441 plan status-did nothing with plan yet
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w441_noaction
.................................................................................
10 1. yes
11767 5. no
3219 blank. inap (inapplicable); partial interview
j2w443 plan status-combined with other plan
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w443_combinedwithotherplan
.................................................................................
67 1. yes
11710 5. no
3219 blank. inap (inapplicable); partial interview
j2w444 plan status-tranfer to new employer
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w444_transferredtonewemployer
.................................................................................
24 1. yes
11753 5. no
3219 blank. inap (inapplicable); partial interview
j2w445 plan status-lost all benefits
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w445_lostallbenefits
.................................................................................
1. yes
11777 5. no
3219 blank. inap (inapplicable); partial interview
j2w446 plan status-frozen/lost some benefits
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w446_frozenorlostsomebenefits
.................................................................................
10 1. yes
11767 5. no
3219 blank. inap (inapplicable); partial interview
j2w447 plan status-did something else with plan
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w447_other
.................................................................................
254 1. yes
11523 5. no
3219 blank. inap (inapplicable); partial interview
j2w448 plan status-dk what happened to plan
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w448_dontknow
.................................................................................
5 1. yes
11772 5. no
3219 blank. inap (inapplicable); partial interview
j2w449 plan status-rf what happened to plan
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w449_refusal
.................................................................................
1. yes
11777 5. no
3219 blank. inap (inapplicable); partial interview
j2w451 plan status
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w451_dead
user note: plans will be assigned active (w451=5) or dead (w451=1) based on
their status for the purpose of controlling which follow-up questions will be
asked. if both an active and a dead status code are chosen, plan will be
considered active, with the exception that if they report there is no money left
in the plan (w458=5), the plan will be considered dead.
.................................................................................
1577 1. yes
10200 5. no
3219 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
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: j2 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.
.................................................................................
62 101-107. pension id number
3 996. ira: specify
20 997. not on list
3 998. dk (don't know); na (not ascertained)
999. rf (refused)
14908 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: j2 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
15 5. no
1 8. dk (don't know); na (not ascertained)
9. rf (refused)
14976 blank. inap (inapplicable); partial interview
j2962 included in plan - 1
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].yearsinplan.j962_
[[employer name]/job [dates] - [type of retirement plan]]
[have you been/were you] included in this plan since you started the job?
.................................................................................
2474 1. yes
944 5. no
25 8. dk (don't know); na (not ascertained)
11 9. rf (refused)
11542 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].yearsinplan.j962_
if secj2.pensionfollowup[i].yearsinplan.j962_ <> yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2352 years in plan
section: j2 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
933 0 39 7.94 7.88 14016
-----------------------------------------------------------------
33 98. dk (don't know); na (not ascertained)
14 99. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
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.w451_dead = no then
if (piw401_anyother = yes) or (secj2.pensionfollowup.piw403_stillhaveplan in
[1, 2]) then
if (piw452_pensionfromnewjoborsamejobaspw = yes) and
((pirvarsz276_pensionsconfirmed <> yes) or piz505_pensionid = empty) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2850 given choice-automatic enroll
section: j2 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)?]
.................................................................................
1259 1. have to sign up
932 3. automatically enrolled
34 8. dk (don't know); na (not ascertained)
5 9. rf (refused)
12766 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
if (secj2.pensionfollowup.plandisposition.w445_lostallbenefits <> yes) or
(secj2.pensionfollowup.plandisposition.w450_cardinal > 1) then
if secj2.pensionfollowup.plandisposition.w451_dead = no then
if (piw401_anyother = yes) or (secj2.pensionfollowup.piw403_stillhaveplan in
[1, 2]) then
if (((pirvarsz276_pensionsconfirmed <> yes) or piz505_pensionid = empty) and
(secj2.pensionfollowup.plandisposition.w435_leftmoney <> yes)) and
(secj2.pensionfollowup.plandisposition.w437_withdrewsomemoney <> yes) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2338 pension plan type-db or dc
section: j2 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.
.................................................................................
969 1. defined benefit (formula)
1590 2. defined contribution (account)
349 3. both types
398 8. dk (don't know); na (not ascertained)
37 9. rf (refused)
11653 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
if (secj2.pensionfollowup.plandisposition.w445_lostallbenefits <> yes) or
(secj2.pensionfollowup.plandisposition.w450_cardinal > 1) then
if secj2.pensionfollowup.plandisposition.w451_dead = no then
if (piw401_anyother = yes) or (secj2.pensionfollowup.piw403_stillhaveplan in
[1, 2]) then
if ((piz503_jobstatus = pwjob) and (piw417_samejobpwandcw = yes)) and
piz505_pensionid <> empty then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2945 pension rules changed
section: j2 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]?
.................................................................................
234 1. yes
2443 5. no
62 8. dk (don't know); na (not ascertained)
1 9. rf (refused)
12256 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: j2 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
.................................................................................
72 1. r's contribution level changed
29 2. required age or years of service changed
47 3. benefits formula changed
5 4. benefits frozen
22 5. employer contribution or match rate changed
50 7. other (specify)
8 8. dk (don't know); na (not ascertained)
1 9. rf (refused)
14762 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: j2 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
.................................................................................
4 1. r's contribution level changed
7 2. required age or years of service changed
6 3. benefits formula changed
3 4. benefits frozen
3 5. employer contribution or match rate changed
6 7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
14967 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: j2 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. r's contribution level changed
2. required age or years of service changed
5 3. benefits formula changed
4. benefits frozen
1 5. employer contribution or match rate changed
7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
14990 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: j2 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
2 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)
14990 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: j2 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
1 5. employer contribution or match rate changed
1 7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
14994 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: j2 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)
14996 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
if (secj2.pensionfollowup.plandisposition.w445_lostallbenefits <> yes) or
(secj2.pensionfollowup.plandisposition.w450_cardinal > 1) then
if secj2.pensionfollowup.plandisposition.w451_dead = no then
if not((secj2.pensionfollowup[i].w425_ = empty or
(secj2.pensionfollowup[i].w425_ = assignedyes)) and
((((secj2.pensionfollowup.plantype.j338a = typebaccount) or
(secj2.pensionfollowup.plantype.j338a = bthab)) or
(secj2.pensionfollowup.plandisposition.w435_leftmoney = yes)) or
(secj2.pensionfollowup[i].w458_ = yes))) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w425 money in account
section: j2 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?
.................................................................................
6196 1. yes
2488 2. assigned yes
1165 5. no
296 8. dk (don't know); na (not ascertained)
55 9. rf (refused)
4796 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
if (secj2.pensionfollowup.plandisposition.w445_lostallbenefits <> yes) or
(secj2.pensionfollowup.plandisposition.w450_cardinal > 1) then
if 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: j2 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
4950 0 25000000 141023.60 456982.09 6312
-----------------------------------------------------------------
3169 99999998. dk (don't know); na (not ascertained)
565 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: j2 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, enter
1 to continue. if not, back up and correct the amount.
.................................................................................
37 1. continue
14959 blank. inap (inapplicable); partial interview
j2w010 amount in pension now - min
section: j2 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, $50000, $100000, $250000
random entry points: $20000, $50000
entry point assignment: 1 or {not 1} at x504
order of entry point assignments and procedures correspond
.................................................................................
1816 0. value of breakpoint
53 10000. value of breakpoint
622 10001. value of breakpoint
83 50000. value of breakpoint
469 50001. value of breakpoint
44 100000. value of breakpoint
391 100001. value of breakpoint
19 250000. value of breakpoint
222 250001. value of breakpoint
11277 blank. inap (inapplicable); partial interview
j2w011 amount in pension now - max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w011a
*
.................................................................................
436 9999. value of breakpoint
53 10000. value of breakpoint
727 49999. value of breakpoint
83 50000. value of breakpoint
499 99999. value of breakpoint
44 100000. value of breakpoint
285 249999. value of breakpoint
19 250000. value of breakpoint
1573 99999996. greater than maximum breakpoint
11277 blank. inap (inapplicable); partial interview
j2w012 amount in pension now - result
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w012a
*
.................................................................................
20 97. data not available
1164 98. dk (don't know); na (not ascertained)
405 99. rf (refused)
13407 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: j2 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
320 0 1130856 155282.99 216402.87 14536
-----------------------------------------------------------------
13 9999996. still working for this employer
106 9999998. dk (don't know); na (not ascertained)
21 9999999. rf (refused)
j2w003 amount in pension when left - min
section: j2 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
.................................................................................
55 0. value of breakpoint
3 10000. value of breakpoint
22 10001. value of breakpoint
1 50000. value of breakpoint
15 50001. value of breakpoint
1 100000. value of breakpoint
17 100001. value of breakpoint
1 250000. value of breakpoint
11 250001. value of breakpoint
14870 blank. inap (inapplicable); partial interview
j2w004 amount in pension when left - max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w004a
*
.................................................................................
12 9999. value of breakpoint
3 10000. value of breakpoint
27 49999. value of breakpoint
1 50000. value of breakpoint
15 99999. value of breakpoint
1 100000. value of breakpoint
14 249999. value of breakpoint
1 250000. value of breakpoint
52 99999996. greater than maximum breakpoint
14870 blank. inap (inapplicable); partial interview
j2w005 amount in pension when left - result
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w005a
*
.................................................................................
1 97. data not available
30 98. dk (don't know); na (not ascertained)
16 99. rf (refused)
14949 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].accountbalances.w002a
if piw401_anyother = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2801 receive quarterly report
section: j2 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?
.................................................................................
16 1. yes
5 5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
14975 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: j2 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?
.................................................................................
2693 1. yes
1506 5. no
343 8. dk (don't know); na (not ascertained)
14 9. rf (refused)
10440 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: j2 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?
.................................................................................
507 1. yes
2176 5. no
3 8. dk (don't know); na (not ascertained)
7 9. rf (refused)
12303 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: j2 level: pension type: numeric width: 6 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
460 100 465000 9349.78 23491.57 14489
-----------------------------------------------------------------
30 999998. dk (don't know); na (not ascertained)
17 999999. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
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.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: j2 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)?
.................................................................................
3447 1. yes
1077 5. no
22 8. dk (don't know); na (not ascertained)
10 9. rf (refused)
10440 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: j2 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
.................................................................................
2271 1. percent of pay
1009 2. amount of money per month/year
115 8. dk (don't know); na (not ascertained)
52 9. rf (refused)
11549 blank. inap (inapplicable); partial interview
构造变量
{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: j2 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
2097 1 100 8.27 7.98 12558
-----------------------------------------------------------------
264 998. dk (don't know); na (not ascertained)
77 999. rf (refused)
j2809 pct-own contribution - min
section: j2 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 x501
.................................................................................
188 0. value of breakpoint
17 3. value of breakpoint
33 4. value of breakpoint
24 6. value of breakpoint
43 7. value of breakpoint
11 9. value of breakpoint
19 10. value of breakpoint
6 13. value of breakpoint
14655 blank. inap (inapplicable); partial interview
j2810 pct-own contribution - max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j810a
*
.................................................................................
11 2. value of breakpoint
17 3. value of breakpoint
43 5. value of breakpoint
24 6. value of breakpoint
49 8. value of breakpoint
11 9. value of breakpoint
14 11. value of breakpoint
172 99999996. greater than maximum breakpoint
14655 blank. inap (inapplicable); partial interview
j2811 pct-own contribution - result
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j811a
*
.................................................................................
121 98. dk (don't know); na (not ascertained)
67 99. rf (refused)
14808 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: j2 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:
.................................................................................
960 1-80000. actual value
38 99998. dk (don't know); na (not ascertained)
11 99999. rf (refused)
13987 blank. inap (inapplicable); partial interview
j2407 amt-own contribution - min
section: j2 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
.................................................................................
18 0. value of breakpoint
4 750. value of breakpoint
5 751. value of breakpoint
6 2000. value of breakpoint
4 2001. value of breakpoint
7 5001. value of breakpoint
3 10001. value of breakpoint
14949 blank. inap (inapplicable); partial interview
j2408 amt-own contribution - max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j408_
*
.................................................................................
2 749. value of breakpoint
4 750. value of breakpoint
5 1999. value of breakpoint
6 2000. value of breakpoint
5 4999. value of breakpoint
5 9999. value of breakpoint
20 99999996. greater than maximum breakpoint
14949 blank. inap (inapplicable); partial interview
j2409 amt-own contribution - result
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j409_
*
.................................................................................
2 97. data not available
8 98. dk (don't know); na (not ascertained)
11 99. rf (refused)
14975 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: j2 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:
.................................................................................
3 1. hour
61 2. week
123 3. every two weeks/bi-weekly
540 4. month
17 5. twice a month
216 6. year
1 7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
14035 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].contributions.j881_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2878 form of employer contribution
section: j2 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)?
.................................................................................
3265 1. yes
1199 5. no
78 8. dk (don't know); na (not ascertained)
14 9. rf (refused)
10440 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: j2 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?
.................................................................................
2043 1. percent of pay
356 2. amount of money per month/year
382 6. [vol] same as my contribution
53 7. [vol] half of my contribution
389 8. dk (don't know); na (not ascertained)
42 9. rf (refused)
11731 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: j2 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
1780 1 100 6.76 10.42 12522
-----------------------------------------------------------------
643 998. dk (don't know); na (not ascertained)
51 999. rf (refused)
j2806 emp contribution lt/gt 5 pct-min
section: j2 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
.................................................................................
427 0. value of breakpoint
41 3. value of breakpoint
85 4. value of breakpoint
48 6. value of breakpoint
51 7. value of breakpoint
9 9. value of breakpoint
19 10. value of breakpoint
1 12. value of breakpoint
13 13. value of breakpoint
14302 blank. inap (inapplicable); partial interview
j2807 emp contribution lt/gt 5 pct-max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j807a
*
.................................................................................
52 2. value of breakpoint
41 3. value of breakpoint
108 5. value of breakpoint
48 6. value of breakpoint
77 8. value of breakpoint
9 9. value of breakpoint
14 11. value of breakpoint
1 12. value of breakpoint
344 99999996. greater than maximum breakpoint
14302 blank. inap (inapplicable); partial interview
j2808 emp contribution lt/gt 5 pct-result
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j808a
*
.................................................................................
339 98. dk (don't know); na (not ascertained)
49 99. rf (refused)
14608 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: j2 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:
.................................................................................
263 0-400000. actual value
91 999998. dk (don't know); na (not ascertained)
2 999999. rf (refused)
14640 blank. inap (inapplicable); partial interview
j2399 amt employer contribution - min
section: j2 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
.................................................................................
44 0. value of breakpoint
16 1501. value of breakpoint
6 5000. value of breakpoint
15 5001. value of breakpoint
1 10000. value of breakpoint
5 10001. value of breakpoint
4 30001. value of breakpoint
14905 blank. inap (inapplicable); partial interview
j2400 amt employer contribution - max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j400_
*
.................................................................................
22 1499. value of breakpoint
19 4999. value of breakpoint
6 5000. value of breakpoint
16 9999. value of breakpoint
1 10000. value of breakpoint
4 29999. value of breakpoint
23 99999996. greater than maximum breakpoint
14905 blank. inap (inapplicable); partial interview
j2401 amt employer contribution - result
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j401_
*
.................................................................................
2 97. data not available
23 98. dk (don't know); na (not ascertained)
1 99. rf (refused)
14970 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: j2 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:
.................................................................................
4 1. hour
4 2. week
17 3. every two weeks/bi-weekly
110 4. month
1 5. twice a month
126 6. year
1 7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
14733 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].contributions.j878
if secj2.pensionfollowup[i].contributions.j878 <> yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2938 employer contribute if r contribute
section: j2 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?
.................................................................................
113 1. yes
1095 5. no
67 8. dk (don't know); na (not ascertained)
16 9. rf (refused)
13705 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
if (secj2.pensionfollowup.plandisposition.w445_lostallbenefits <> yes) or
(secj2.pensionfollowup.plandisposition.w450_cardinal > 1) then
if 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: j2 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
5364 0 100 55.22 42.54 6349
-----------------------------------------------------------------
3111 998. dk (don't know); na (not ascertained)
172 999. rf (refused)
j2813 pct invested- in stocks-min
section: j2 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
.................................................................................
2454 0. value of breakpoint
63 20. value of breakpoint
195 21. value of breakpoint
107 40. value of breakpoint
192 41. value of breakpoint
67 60. value of breakpoint
124 61. value of breakpoint
12 80. value of breakpoint
69 81. value of breakpoint
11713 blank. inap (inapplicable); partial interview
j2814 pct invested- in stocks-max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j814a
*
.................................................................................
209 19. value of breakpoint
63 20. value of breakpoint
241 39. value of breakpoint
107 40. value of breakpoint
205 59. value of breakpoint
67 60. value of breakpoint
100 79. value of breakpoint
12 80. value of breakpoint
2279 99999996. greater than maximum breakpoint
11713 blank. inap (inapplicable); partial interview
j2815 pct invested- in stocks-result
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j815a
*
.................................................................................
2143 98. dk (don't know); na (not ascertained)
169 99. rf (refused)
12684 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].investmentchoices.j812a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2417 able to choose investment options
section: j2 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?
.................................................................................
4889 1. yes
5 3. only the share r contributes
3408 5. no
7 6. no, it's in a target or lifecycle fund
282 8. dk (don't know); na (not ascertained)
56 9. rf (refused)
6349 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: j2 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?
.................................................................................
3975 1. all
669 2. some
148 3. a little
12 6. i can control my share, but not my employer's (vol)
85 8. dk (don't know); na (not ascertained)
9. rf (refused)
10107 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].investmentchoices.j417a
if piz505_pensionid <> empty and
((secj2.pensionfollowup[i].investmentchoices.j417a = yes) or
(secj2.pensionfollowup[i].investmentchoices.j417a = onlyownshare)) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2660 changed allocations
section: j2 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]?
.................................................................................
617 1. yes
2360 5. no
23 8. dk (don't know); na (not ascertained)
6 9. rf (refused)
11990 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].investmentchoices.j660_
if (secj2.pensionfollowup[i].investmentchoices.j660_ = yes) or
((secj2.pensionfollowup[i].investmentchoices.j660_ = no) and
(pirvarsz276_pensionsconfirmed <> yes)) then
if secj2.pensionfollowup[i].investmentchoices.j660_ <> yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2661 ever changed allocations
section: j2 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?
.................................................................................
8 1. yes
35 5. no
57 8. dk (don't know); na (not ascertained)
9. rf (refused)
14896 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].investmentchoices.j660_
if (secj2.pensionfollowup[i].investmentchoices.j660_ = yes) or
((secj2.pensionfollowup[i].investmentchoices.j660_ = no) and
(pirvarsz276_pensionsconfirmed <> yes)) then
if (secj2.pensionfollowup[i].investmentchoices.j661_ = yes) or
(secj2.pensionfollowup[i].investmentchoices.j660_ = yes) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2662 how changed allocations
section: j2 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?
.................................................................................
171 1. more stocks
275 3. less stocks
3 4. [vol] more in target/life cycle funds
3 5. [vol] less in target/life cycle funds
119 7. other (specify)
48 8. dk (don't know); na (not ascertained)
6 9. rf (refused)
14371 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])) and not
(piz508_typeprovider in [government, union, ownbusiness]) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2664 money invested in company stock
section: j2 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 [provider name]'s stock?
.................................................................................
593 1. yes
2122 5. no
73 7. not applicable (e.g., non-profit)
85 8. dk (don't know); na (not ascertained)
2 9. rf (refused)
12121 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: j2 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
508 0 100 38.78 35.15 14403
-----------------------------------------------------------------
84 998. dk (don't know); na (not ascertained)
1 999. rf (refused)
j2817 pct invested-company stocks--min
section: j2 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 x510
order of entry point assignments and procedures correspond
.................................................................................
57 0. value of breakpoint
4 20. value of breakpoint
8 21. value of breakpoint
4 40. value of breakpoint
4 41. value of breakpoint
4 60. value of breakpoint
2 61. value of breakpoint
1 80. value of breakpoint
1 81. value of breakpoint
14911 blank. inap (inapplicable); partial interview
j2818 pct invested-company stocks-max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j818a
*
.................................................................................
23 19. value of breakpoint
4 20. value of breakpoint
17 39. value of breakpoint
4 40. value of breakpoint
5 59. value of breakpoint
4 60. value of breakpoint
2 79. value of breakpoint
1 80. value of breakpoint
25 99999996. greater than maximum breakpoint
14911 blank. inap (inapplicable); partial interview
j2819 pct invested-company stocks-result
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j819a
*
.................................................................................
32 98. dk (don't know); na (not ascertained)
2 99. rf (refused)
14962 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
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: j2 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)?
.................................................................................
2294 1. yes
353 2. assigned yes
7724 5. no
60 8. dk (don't know); na (not ascertained)
76 9. rf (refused)
4489 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
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
if secj2.pensionfollowup.plandisposition.w440_converttoannuity = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w013 amount converted to annuity
section: j2 level: pension type: numeric width: 6 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
72 8 999999 345527.88 372176.70 14924
-----------------------------------------------------------------
999998. dk (don't know); na (not ascertained)
999999. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[i].receivingbenefits.w013a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w108 started receiving annuity
section: j2 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?
.................................................................................
29 1. yes
41 5. no
2 8. dk (don't know); na (not ascertained)
9. rf (refused)
14924 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
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
if (secj2.pensionfollowup.plandisposition.w434_receiving = yes) or
(secj2.pensionfollowup[i].receivingbenefits.w108a = yes) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w014 age when benefits started
section: j2 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
.................................................................................
2524 20-85. actual value
78 98. dk (don't know); na (not ascertained)
3 99. rf (refused)
12391 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: j2 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
.................................................................................
139 1-11. actual value
98. dk (don't know); na (not ascertained)
99. rf (refused)
14857 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].receivingbenefits.w014a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w015 amount of benefits
section: j2 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:
.................................................................................
2252 0-150000. actual value
130 999998. dk (don't know); na (not ascertained)
223 999999. rf (refused)
12391 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: j2 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:
.................................................................................
1897 4. month
348 6. year
2 7. other(specify)
1 8. dk (don't know); na (not ascertained)
9. rf (refused)
12748 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].receivingbenefits.w016a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w028 adjusted for cost of living
section: j2 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?
.................................................................................
778 1. yes
1407 5. no
62 8. dk (don't know); na (not ascertained)
1 9. rf (refused)
12748 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].receivingbenefits.w015a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w049 benefits duration
section: j2 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?
.................................................................................
2192 1. as long as r lives
144 3. for a fixed time period
145 4. until the money runs out
48 5. as long as r or r's spouse/partner lives
24 7. other (specify)
43 8. dk (don't know); na (not ascertained)
9 9. rf (refused)
12391 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: j2 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:
.................................................................................
30 2016-2046. actual value
49 9998. dk (don't know); na (not ascertained)
1 9999. rf (refused)
14916 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: j2 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:
.................................................................................
15 65-92. actual value
3 98. dk (don't know); na (not ascertained)
99. rf (refused)
14978 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: j2 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:
.................................................................................
46 1-40. number of years
98. dk (don't know); na (not ascertained)
99. rf (refused)
14950 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].receivingbenefits.w049a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w054 r die will benefits continue
section: j2 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/pass away), would your [husband/wife/partner] continue to
receive the same payment, get a reduced payment, or would the payments end?
.................................................................................
460 1. same benefit
517 2. reduced benefit
577 3. no benefit/benefits would end
12 4. (vol) guaranteed for some number of years
20 5. lump sum payment
29 7. other(specify)
69 8. dk (don't know); na (not ascertained)
5 9. rf (refused)
13307 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
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
if not((secj2.pensionfollowup[i].receivingbenefits.w065a = empty or
(secj2.pensionfollowup[i].receivingbenefits.w065a = assignedyes)) and
(secj2.pensionfollowup.plandisposition.w436_withdrewallmoney = yes)) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w065 allowed lump sum payment
section: j2 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?
.................................................................................
970 1. yes
2 2. assigned yes
1492 5. no
180 8. dk (don't know); na (not ascertained)
3 9. rf (refused)
12349 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
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
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w427m1 withdrawals/irregular payments -1
section: j2 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
.................................................................................
163 1. yes, received payments
266 2. yes, rolled over into ira
1309 3. assigned yes
348 4. yes, withdrew money
9526 5. no
80 8. dk (don't know); na (not ascertained)
85 9. rf (refused)
3219 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
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
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w427m2 withdrawals/irregular payments -2
section: j2 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
.................................................................................
5 1. yes, received payments
20 2. yes, rolled over into ira
3. assigned yes
29 4. yes, withdrew money
4 5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
14938 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
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
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w427m3 withdrawals/irregular payments -3
section: j2 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 1. yes, received payments
12 2. yes, rolled over into ira
3. assigned yes
2 4. yes, withdrew money
5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
14981 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
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
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w427m4 withdrawals/irregular payments -4
section: j2 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)
14996 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
if (secj2.pensionfollowup.plandisposition.w445_lostallbenefits <> yes) or
(secj2.pensionfollowup.plandisposition.w450_cardinal > 1) then
if (((receivedpayments in secj2.pensionfollowup[i].w427_) or (withdrewmoney 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: j2 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).] [h]ow much money [did you withdraw or how much
was the one time payment you received?]
amount:
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
1036 0 1500000 36127.93 99079.45 13772
-----------------------------------------------------------------
112 9999998. dk (don't know); na (not ascertained)
76 9999999. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[i].withdrawalstransfers.w063a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w453m1 what done with money withdrawn -1
section: j2 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
.................................................................................
223 1. bought durables (house, car, etc.)
413 2. spent it
158 3. saved/invested
275 4. paid off debt
36 5. rolled into ira
24 6. gave it away
52 7. other (specify)
10 8. dk (don't know); na (not ascertained)
33 9. rf (refused)
13772 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].withdrawalstransfers.w063a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w453m2 what done with money withdrawn -2
section: j2 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
.................................................................................
36 1. bought durables (house, car, etc.)
85 2. spent it
30 3. saved/invested
55 4. paid off debt
3 5. rolled into ira
15 6. gave it away
22 7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
14750 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].withdrawalstransfers.w063a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w453m3 what done with money withdrawn -3
section: j2 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
.................................................................................
8 1. bought durables (house, car, etc.)
9 2. spent it
4 3. saved/invested
11 4. paid off debt
5. rolled into ira
3 6. gave it away
1 7. other (specify)
1 8. dk (don't know); na (not ascertained)
9. rf (refused)
14959 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].withdrawalstransfers.w063a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w453m4 what done with money withdrawn -4
section: j2 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
.................................................................................
2 1. bought durables (house, car, etc.)
2 2. spent it
1 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)
14990 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].withdrawalstransfers.w063a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w453m5 what done with money withdrawn -5
section: j2 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
1 7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
14995 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].withdrawalstransfers.w063a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w453m6 what done with money withdrawn -6
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].withdrawalstransfers.w453_[6]
[[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)
14996 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
if (secj2.pensionfollowup.plandisposition.w445_lostallbenefits <> yes) or
(secj2.pensionfollowup.plandisposition.w450_cardinal > 1) then
if (((receivedpayments in secj2.pensionfollowup[i].w427_) or (withdrewmoney 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: j2 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:
.................................................................................
785 1970-2017. actual value
37 9998. dk (don't know); na (not ascertained)
3 9999. rf (refused)
14171 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].withdrawalstransfers.w099_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w018 amount of pension rollover
section: j2 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
655 100 1700000 163890.00 241537.33 14170
-----------------------------------------------------------------
116 9999998. dk (don't know); na (not ascertained)
55 9999999. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
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 (withdrewmoney 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: j2 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:
.................................................................................
82 1972-2017. actual value
7 9998. dk (don't know); na (not ascertained)
9999. rf (refused)
14907 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].withdrawalstransfers.w100_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w019 amount of transfer
section: j2 level: pension type: numeric width: 7 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
62 0 1200000 89493.23 193416.89 14907
-----------------------------------------------------------------
24 9999998. dk (don't know); na (not ascertained)
3 9999999. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[i].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
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].w428_ = empty or
(secj2.pensionfollowup[i].w428_ = assignedno)) and
((((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[i].w428_ = empty or
(secj2.pensionfollowup[i].w428_ = assignedyes)) and
(((secj2.pensionfollowup.plandisposition.w435_leftmoney = yes) or
(secj2.pensionfollowup.plandisposition.w441_noaction = yes)) and
(secj2.pensionfollowup.piw403_stillhaveplan in [1, 2]))) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w428 current status - expecting
section: j2 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?
.................................................................................
6518 1. yes
338 2. assigned yes
898 5. no
3881 6. assigned no
83 8. dk (don't know); na (not ascertained)
59 9. rf (refused)
3219 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
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: j2 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
.................................................................................
6280 42-95. actual value
24 96. answered in years
537 98. dk (don't know); na (not ascertained)
15 99. rf (refused)
8140 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: j2 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
.................................................................................
314 1-12. actual value
2 98. dk (don't know); na (not ascertained)
99. rf (refused)
14680 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: j2 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
24 0 40 8.46 9.05 14972
-----------------------------------------------------------------
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
if ((piw425_ <> yes) and (piw425_ <> assignedyes)) and
(piw452_pensionfromnewjoborsamejobaspw = yes) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w457 benefits change at retirement
section: j2 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?
.................................................................................
198 1. go up
77 2. stay the same
7 8. dk (don't know); na (not ascertained)
2 9. rf (refused)
14712 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: j2 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?
.................................................................................
4336 1. yes
1250 5. no
707 8. dk (don't know); na (not ascertained)
11 9. rf (refused)
8692 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: j2 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?
.................................................................................
3617 1. all
584 5. only some
131 8. dk (don't know); na (not ascertained)
4 9. rf (refused)
10660 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].expectedbenefits.j926_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2928 keep money allowed
section: j2 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?
.................................................................................
4145 1. yes
1372 5. no
772 8. dk (don't know); na (not ascertained)
15 9. rf (refused)
8692 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].expectedbenefits.j928_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2929 regular payments allowed
section: j2 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?
.................................................................................
5574 1. yes
371 5. no
348 8. dk (don't know); na (not ascertained)
11 9. rf (refused)
8692 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: j2 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
.................................................................................
925 1. one time payment
889 2. keep money in account to take out later
4141 3. regular payments (monthly or annually)
169 8. dk (don't know); na (not ascertained)
10 9. rf (refused)
8862 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: j2 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
.................................................................................
9 1. one time payment
57 2. keep money in account to take out later
71 3. regular payments (monthly or annually)
8. dk (don't know); na (not ascertained)
9. rf (refused)
14859 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: j2 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
.................................................................................
2 1. one time payment
3 2. keep money in account to take out later
15 3. regular payments (monthly or annually)
8. dk (don't know); na (not ascertained)
9. rf (refused)
14976 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].expectedbenefits.j929_
if lumpsum in secj2.pensionfollowup[i].expectedbenefits.j931_ then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2363 lump sum-amt plan to take
section: j2 level: pension type: numeric width: 7 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
598 0 9999996 96412.15 449291.94 14060
-----------------------------------------------------------------
317 9999998. dk (don't know); na (not ascertained)
21 9999999. rf (refused)
j2364 lump sum-amt plan to take - min
section: j2 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
.................................................................................
85 0. value of breakpoint
6 5000. value of breakpoint
50 5001. value of breakpoint
15 20000. value of breakpoint
51 20001. value of breakpoint
5 50000. value of breakpoint
69 50001. value of breakpoint
8 150000. value of breakpoint
32 150001. value of breakpoint
14675 blank. inap (inapplicable); partial interview
j2365 lump sum-amt plan to take - max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j365_
*
.................................................................................
24 4999. value of breakpoint
6 5000. value of breakpoint
52 19999. value of breakpoint
15 20000. value of breakpoint
54 49999. value of breakpoint
5 50000. value of breakpoint
65 149999. value of breakpoint
8 150000. value of breakpoint
92 99999996. greater than maximum breakpoint
14675 blank. inap (inapplicable); partial interview
j2366 lump sum-amt plan to take - result
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j366_
*
.................................................................................
17 97. data not available
55 98. dk (don't know); na (not ascertained)
15 99. rf (refused)
14909 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].expectedbenefits.j929_
if keepmoney in secj2.pensionfollowup[i].expectedbenefits.j931_ then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2932 amount leave in account
section: j2 level: pension type: numeric width: 7 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
588 0 4150000 141972.79 289077.90 14047
-----------------------------------------------------------------
335 9999998. dk (don't know); na (not ascertained)
26 9999999. rf (refused)
j2933 amount leave in account - min
section: j2 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
.................................................................................
137 0. value of breakpoint
18 5000. value of breakpoint
70 5001. value of breakpoint
18 20000. value of breakpoint
59 20001. value of breakpoint
8 50000. value of breakpoint
26 50001. value of breakpoint
4 100001. value of breakpoint
9 150001. value of breakpoint
14647 blank. inap (inapplicable); partial interview
j2934 amount leave in account - max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j934_
*
.................................................................................
51 4999. value of breakpoint
18 5000. value of breakpoint
74 19999. value of breakpoint
18 20000. value of breakpoint
56 49999. value of breakpoint
8 50000. value of breakpoint
22 99999. value of breakpoint
2 149999. value of breakpoint
100 99999996. greater than maximum breakpoint
14647 blank. inap (inapplicable); partial interview
j2935 amount leave in account - result
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j935_
*
.................................................................................
12 97. data not available
78 98. dk (don't know); na (not ascertained)
21 99. rf (refused)
14885 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: j2 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
.................................................................................
201 1. percent of pay
3071 2. amount per month/year
1216 8. dk (don't know); na (not ascertained)
78 9. rf (refused)
10430 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: j2 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
159 1 100 37.28 32.57 14795
-----------------------------------------------------------------
40 998. dk (don't know); na (not ascertained)
2 999. rf (refused)
j2789 percent regular payments-min
section: j2 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
.................................................................................
17 0. value of breakpoint
4 20. value of breakpoint
4 21. value of breakpoint
2 40. value of breakpoint
6 41. value of breakpoint
1 60. value of breakpoint
6 61. value of breakpoint
2 81. value of breakpoint
14954 blank. inap (inapplicable); partial interview
j2790 percent regular payments-max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j790_
*
.................................................................................
5 19. value of breakpoint
4 20. value of breakpoint
5 39. value of breakpoint
2 40. value of breakpoint
5 59. value of breakpoint
1 60. value of breakpoint
6 79. value of breakpoint
14 99999996. greater than maximum breakpoint
14954 blank. inap (inapplicable); partial interview
j2791 percent regular payments-result
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j791_
*
.................................................................................
12 98. dk (don't know); na (not ascertained)
2 99. rf (refused)
14982 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 not(secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = dontknow)
then
if not(secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = refusal)
then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2357 amount regular payments
section: j2 level: pension type: numeric width: 6 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:
.................................................................................
2873 0-420000. actual value
1404 999998. dk (don't know); na (not ascertained)
88 999999. rf (refused)
10631 blank. inap (inapplicable); partial interview
j2358 amount regular payments - min
section: j2 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
.................................................................................
659 0. value of breakpoint
54 6000. value of breakpoint
169 6001. value of breakpoint
87 12000. value of breakpoint
236 12001. value of breakpoint
64 24000. value of breakpoint
101 24001. value of breakpoint
25 36000. value of breakpoint
97 36001. value of breakpoint
13504 blank. inap (inapplicable); partial interview
j2359 amount regular payments - max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j359_
*
.................................................................................
190 5999. value of breakpoint
54 6000. value of breakpoint
196 11999. value of breakpoint
87 12000. value of breakpoint
240 23999. value of breakpoint
64 24000. value of breakpoint
86 35999. value of breakpoint
25 36000. value of breakpoint
550 99999996. greater than maximum breakpoint
13504 blank. inap (inapplicable); partial interview
j2360 amount regular payments - result
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j360_
*
.................................................................................
1 97. data not available
424 98. dk (don't know); na (not ascertained)
79 99. rf (refused)
14492 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: j2 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:
.................................................................................
2572 4. month
272 6. year
23 7. other(specify); including total amount or lump sum
3 8. dk (don't know); na (not ascertained)
9. rf (refused)
12126 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: j2 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?
.................................................................................
2421 1. as long as r lives
928 3. for a fixed time period
803 4. until the money runs out
42 5. as long as r or r's spouse/partner lives
32 7. other
328 8. dk (don't know); na (not ascertained)
12 9. rf (refused)
10430 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: j2 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:
.................................................................................
180 2016-2064. actual value
335 9998. dk (don't know); na (not ascertained)
9 9999. rf (refused)
14472 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: j2 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:
.................................................................................
55 5-95. actual value
6 98. dk (don't know); na (not ascertained)
1 99. rf (refused)
14934 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: j2 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:
.................................................................................
334 1-30. actual value
8 98. dk (don't know); na (not ascertained)
99. rf (refused)
14654 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[i].expectedbenefits.w089a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w094 r die will benefits continue
section: j2 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?
.................................................................................
1998 1. same benefit
640 2. reduced benefit
450 3. no benefit/benefits would end
14 4. (vol) guaranteed for some number of years
19 5. lump sum payment
294 8. dk (don't know); na (not ascertained)
6 9. rf (refused)
11575 blank. inap (inapplicable); partial interview
j2w459 plan summary
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].w459_dead
*
.................................................................................
2145 1. yes
9642 5. no
3209 blank. inap (inapplicable); partial interview
vdate 2016 data model version
section: j2 level: pension type: numeric width: 2 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.
.................................................................................
102 1. version 1
614 2. version 2
967 3. version 3
2227 4. version 4
3255 5. version 5
492 6. version 6
1539 7. version 7
778 8. version 8
1029 9. version 9
2902 10. version 10
87 11. version 11
466 12. version 12
538 13. version 13
version 2016 data release version
section: j2 level: pension type: numeric width: 1 decimals: 0
.................................................................................
14996 2. hrs 2016 final release