section j2: pension (pension)
==========================================================================================
hrs 2020 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.
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hhid household identification number
section: j2 level: pension type: character width: 6 decimals: 0
.................................................................................
8934 010038-958361. household identification number
pn respondent person identification number
section: j2 level: pension type: character width: 3 decimals: 0
.................................................................................
5232 010. person identifier
305 011. person identifier
26 012. person identifier
2946 020. person identifier
96 021. person identifier
4 022. person identifier
92 030. person identifier
15 031. person identifier
2 032. person identifier
185 040. person identifier
30 041. person identifier
1 043. person identifier
subhh 2020 sub household identification number
section: j2 level: pension type: character width: 1 decimals: 0
.................................................................................
8063 0. original sample household - no split from divorce or
separation of spouses or partners
467 1. split household - one half of couple from subhh 0 and new
spouse or partner, if any
307 2. split household - one half of couple from subhh 0 and new
spouse or partner, if any
37 5. split household - one half of couple from subhh 1 or 2
3 6. split household - one half of couple from subhh 1 or 2
57 7. reunited household - respondents from split household
reunite
8. split household - one half of couple from subhh 1 or 2
qsubhh 2018 sub household identification number
section: j2 level: pension type: character width: 1 decimals: 0
.................................................................................
8193 0. original sample household - no split from divorce or
separation of spouses or partners
391 1. split household - one half of couple from subhh 0 and new
spouse or partner, if any
267 2. split household - one half of couple from subhh 0 and new
spouse or partner, if any
30 5. split household - one half of couple from subhh 1 or 2
3 6. split household - one half of couple from subhh 1 or 2
50 7. reunited household - respondents from split household
reunite
8. split household - one half of couple from subhh 1 or 2
pn_sp 2020 spouse/partner person number
section: j2 level: pension type: character width: 3 decimals: 0
.................................................................................
2753 010. person identifier
315 011. person identifier
11 012. person identifier
2 013. person identifier
2853 020. person identifier
90 021. person identifier
3 022. person identifier
43 030. person identifier
9 031. person identifier
1 032. person identifier
111 040. person identifier
19 041. person identifier
2 043. person identifier
24 811. spouse of non-original respondent
1 812. spouse of non-original respondent
4 821. spouse of non-original respondent
1 831. spouse of non-original respondent
2 832. spouse of non-original respondent
2 841. spouse of non-original respondent
2688 blank. single respondent household
csr 2020 whether coversheet respondent
section: j2 level: pension type: numeric width: 1 decimals: 0
.................................................................................
6222 1. yes
71 3. 2nd coverscreen r, answers not retained
2641 5. no
famr 2020 whether family respondent
section: j2 level: pension type: numeric width: 1 decimals: 0
.................................................................................
5479 1. family r
13 3. 2nd family r, answers not retained
3442 5. non-family r
finr 2020 whether financial respondent
section: j2 level: pension type: numeric width: 1 decimals: 0
.................................................................................
6324 1. financial r
27 3. 2nd financial r, answers not retained
2583 5. non-financial r
j2jobndx job table index
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].jobindex
.................................................................................
7163 1-9. link to preload job table
1768 10. new job added 2020
3 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
for secj2.askpensiongrid.i := 1 to 10 do
assign: pensionrow[i].z140_oldpentype_v :=
bj_preload_pastpens[i].z140_oldpentype_v
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
for secj2.askpensiongrid.i := 1 to 10 do
assign: pensionrow[i].z140_oldpentype_v :=
bj_preload_pastpens[i].z140_oldpentype_v
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2z140 prev wave old pension type
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z140_oldpentype_v
*
.................................................................................
1823 1. db (formula)
3466 2. dc (account)
425 3. both type
78 8. dk (don't know); na (not ascertained)
319 9. rf (refused)
2823 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
.................................................................................
7724 1952-2021. actual value
53 9998. dk (don't know); na (not ascertained)
4 9999. rf (refused)
1153 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
.................................................................................
3776 1959-2021. actual value
33 9998. dk (don't know); na (not ascertained)
18 9999. rf (refused)
5107 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
.................................................................................
284 1. northeast region: new england division (me, nh, vt, ma, ri,
ct)
835 2. northeast region: middle atlantic division (ny, nj, pa)
1059 3. midwest region: east north central division (oh, in, il, mi,
wi)
516 4. midwest region: west north central division (mn, ia, mo, nd,
sd, ne, ks)
1613 5. south region: south atlantic division (de, md, dc, va, wv,
nc, sc, ga, fl)
440 6. south region: east south central division (ky, tn, al, ms)
600 7. south region: west south central division (ar, la, ok, tx)
500 8. west region: mountain division (mt, id, wy, co, nm, az, ut,
nv)
1174 9. west region: pacific division (wa, or, ca, ak, hi)
20 11. foreign country: not in a census division (includes u.s.
territories)
28 98. dk (don't know); na (not ascertained)
4 99. rf (refused)
1861 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
for secj2.askpensiongrid.i := 1 to 10 do
assign: pensionrow[i].z504_jobid := bj_preload_pastpens[i].z504_jobid
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
for secj2.askpensiongrid.i := 1 to 10 do
assign: pensionrow[i].z504_jobid := bj_preload_pastpens[i].z504_jobid
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2z504 related job number
section: j2 level: pension type: character width: 3 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z504_jobid
.................................................................................
7166 301-309. text job id number
1768 blank. newly added past pension
构造变量
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
for secj2.askpensiongrid.i := 1 to 10 do
assign: pensionrow[i].z139_pensionndx_v :=
bj_preload_pastpens[i].z139_pensionndx_v
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
for secj2.askpensiongrid.i := 1 to 10 do
assign: pensionrow[i].z139_pensionndx_v :=
bj_preload_pastpens[i].z139_pensionndx_v
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2z139 prev wave pension index
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z139_pensionndx_v
.................................................................................
7515 1-9. link to preload pension table
1419 blank. newly added past pension
构造变量
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
for secj2.askpensiongrid.i := 1 to 10 do
assign: pensionrow[i].z505_pensionid := bj_preload_pastpens[i].z505_pensionid
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
for secj2.askpensiongrid.i := 1 to 10 do
assign: pensionrow[i].z505_pensionid := bj_preload_pastpens[i].z505_pensionid
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2z505 pension number for tracking
section: j2 level: pension type: character width: 3 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z505_pensionid
.................................................................................
7515 101-114. pension id number
1419 blank. newly added past pension
构造变量
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
for secj2.askpensiongrid.i := 1 to 10 do
assign: pensionrow[i].z507_plantype := bj_preload_pastpens[i].z507_plantype
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
for secj2.askpensiongrid.i := 1 to 10 do
assign: pensionrow[i].z507_plantype := bj_preload_pastpens[i].z507_plantype
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2z507 prev wave pension plan type
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z507_plantype
.................................................................................
3057 1. 401k plan
1150 2. defined benefit plan
1065 3. defined contribution plan
197 4. supplemental retirement account (sra)
23 5. 401a plan
384 6. 403b plan
90 7. 457 plan
104 8. thrift/savings plan (tsp)
53 9. profit-sharing plan
43 10. employee stock ownership plan (esop)
2 11. money purchase plan
1 12. portable cash option plan
22 13. employee stock purchase plan (espp)
70 14. sep or simple plan
31 15. combination plan
13 16. cash balance plan
38 95. ira provided by employer
555 97. other
220 98. dk (don't know); na (not ascertained)
248 99. rf (refused)
1568 blank. newly added past pension
构造变量
{previous ask} secj2.askpensiongrid.bj_preload_pastpens[].z504_jobid
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2z508 preloaded plan provider type
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.askpensiongrid.bj_preload_pastpens[1].z508_typeprovider
*
.................................................................................
4320 1. private employer
2063 2. government employer
154 3. r's own business
415 4. union
439 7. other
51 8. dk (don't know); na (not ascertained)
42 9. rf (refused)
1450 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
.................................................................................
4265 1. previous wave job
3592 2. old job
1077 blank. newly added past pension
构造变量
if {(}(pij849_ = yes or pij851_ = yes) and piindex = 1{) or
pipriorroww787_anyothercurrent = yes} then assign: w401_anyother := yes
else then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w401 any other pensions
section: j2 level: pension type: numeric width: 2 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. instr: 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 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 asked you in [r's last iw month, year/year 2 years ago], are you
now participating in a new retirement or tax deferred savings account or pension
offered to you by your current [employer/business] or union?
reported plan with current job in previous line (w408=11):
do you have any other retirement or tax deferred savings accounts or pensions?
(please do not include iras that are not sponsored by an employer or union.) if
you have another plan with your current job, please tell us about that plan
first.
else:
do you have any other retirement or tax deferred savings accounts or pensions
that we have not already asked about? (please do not include iras that are not
sponsored by an employer or union.)
[please do not include iras that are not sponsored by an employer or union.]
instr: if r mentions a benefit plan that provides medical, disability, or
"flexible spending" benefits, do not include this as a plan.
instr: 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.
instr: 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.
web-administered text:
instr: please do not include benefit plans that include medical, disability, or
"flexible spending" benefits.
instr: 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.
instr: include only pension plans sponsored by your own employer, business or
union. for example, do not include plans from a current, former or deceased
spouse.
.................................................................................
1 -8. web non-response
1036 1. yes
317 5. no
4 8. dk (don't know); na (not ascertained)
3 9. rf (refused)
7573 blank. inap (inapplicable); partial interview
j2w403 still have plan now
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w403_stillhaveplan
if this is the first time through the loop:
[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 [z141_oldempname/a
job] where you worked from approximately [z142_oldempbegyr] until
[z143_oldempendyr], [which you called your ["z506_planname"] (plan)].
otherwise:
next, our records show that you had (a/an) plan type plan with
[z141_oldempname/a job] where you worked from approximately [z142_oldempbegyr]
until [z143_oldempendyr], [which you called your ["z506_planname"]] (plan).
all:
do you still have this plan?
[instr: 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.]
[instr: if r volunteers that plan is an ira, use code 5]
[instr: select code 2 if some information is incomplete, incorrect, or r would
like to modify]
if plan name missing:
if this is the first time through the loop:
[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 [z141_oldempname/a
job] where you worked from approximately [z142_oldempbegyr] until
[z143_oldempendyr], [which you called your [“z506_planname”] (plan)].
otherwise:
next, our records show that you had (a/an) plan type plan with
[z141_oldempname/a job] where you worked from approximately [z142_oldempbegyr]
until [z143_oldempendyr], [which you called your [“z506_planname”]] (plan).
if plan name not missing:
if this is the first time through the loop:[first we'd/we'd] like to go over
plans you have told us about in previous interviews.
let's start with your plan name.
otherwise:
next we have some questions about your plan name.
[instr: 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.]
[instr: if plan is an ira, please select 'no']
all:
do you still have this plan?
.................................................................................
19 -8. web non-response
5430 1. yes
608 2. yes, but some information needs updating
1275 5. no
112 6. no, never had this plan
13 8. dk (don't know); na (not ascertained)
17 9. rf (refused)
1460 blank. inap (inapplicable); partial interview
构造变量
if w403_stillhaveplan = no or w403_stillhaveplan = dk then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w404m1 plan status -1
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w404_status
[instr: ask or record.]
what happened to this plan?
instr: read response options to probe if needed. select all that apply. probe
for "anything else?"
web-administered text:
what happened to this plan?
instr: select all that apply.
.................................................................................
399 1. withdrew all of the money/received full amount as cash
settlement or lump-sum
64 2. combined with another plan
38 3. transferred to new employer
432 4. rolled over into ira
35 5. lost all benefits
4 6. plan frozen, or lost some benefits
37 7. converted to or purchased an annuity
26 8. receiving regular payments/benefits
16 9. withdrew some of the money
19 95. duplicate pension plan
3 96. not a pension plan; r not included in this plan
190 97. other
27 98. dk (don't know); na (not ascertained)
11 99. rf (refused)
7633 blank. inap (inapplicable); partial interview
构造变量
if w403_stillhaveplan = no or w403_stillhaveplan = dk then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w404m2 plan status -2
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w404_status
[instr: ask or record.]
what happened to this plan?
instr: read response options to probe if needed. select all that apply. probe
for "anything else?"
web-administered text:
what happened to this plan?
instr: select all that apply.
.................................................................................
4 1. withdrew all of the money/received full amount as cash
settlement or lump-sum
1 2. combined with another plan
2 3. transferred to new employer
12 4. rolled over into ira
1 5. lost all benefits
6. plan frozen, or lost some benefits
5 7. converted to or purchased an annuity
9 8. receiving regular payments/benefits
11 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)
8878 blank. inap (inapplicable); partial interview
构造变量
if w403_stillhaveplan = no or w403_stillhaveplan = dk then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w404m3 plan status -3
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w404_status
[instr: ask or record.]
what happened to this plan?
instr: read response options to probe if needed. select all that apply. probe
for "anything else?"
web-administered text:
what happened to this plan?
instr: select all that apply.
.................................................................................
1. withdrew all of the money/received full amount as cash
settlement or lump-sum
2. combined with another plan
3. transferred to new employer
4. rolled over into ira
1 5. lost all benefits
1 6. plan frozen, or lost some benefits
1 7. converted to or purchased an annuity
5 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
97. other
98. dk (don't know); na (not ascertained)
99. rf (refused)
8925 blank. inap (inapplicable); partial interview
构造变量
if w403_stillhaveplan = no or w403_stillhaveplan = dk then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w404m4 plan status -4
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w404_status
[instr: ask or record.]
what happened to this plan?
instr: read response options to probe if needed. select all that apply. probe
for "anything else?"
web-administered text:
what happened to this plan?
instr: select all that apply.
.................................................................................
1. withdrew all of the money/received full amount as cash
settlement or lump-sum
2. combined with another plan
3. transferred to new employer
4. rolled over into ira
5. lost all benefits
6. plan 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)
8934 blank. inap (inapplicable); partial interview
构造变量
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].w407_plankind
[instr: ask or record.]
if type is missing:
what kind of plan [is/was] this? [is/was] it a 401k, defined benefit, defined
contribution, or what?
if type is not missing:
we have this listed as a [plantype]. is that right?.
[instr: if this is not right, ask: what kind of plan [is/was] this? [is/was]
it a 401k, defined benefit, defined contribution, or what?]
all:
[instr: if r reports an individual retirement account or ira, use code 95 if the
ira is provided by the employer. use code 96 if the ira is not provided by the
employer, or if it is a rollover from a previous employer, or r does not know if
it is provided by employer.]
web-administered text:
what kind of plan [is/was] this?
select “ira not provided by employer” if the ira is not provided by an employer,
or if it is a rollover from a previous employer, or if you do not know if it is
provided by an employer.
.................................................................................
115 -8. web non-response
3558 1. 401k plan
1295 2. defined benefit plan
1202 3. defined contribution plan
201 4. supplemental retirement account (sra)
30 5. 401a plan
438 6. 403b plan
104 7. 457 plan
120 8. thrift/savings plan (tsp)
57 9. profit-sharing plan
50 10. employee stock ownership plan (esop)
3 11. money purchase plan
2 12. portable cash option plan
26 13. employee stock purchase plan (espp)
75 14. sep or simple plan
37 15. combination plan
17 16. cash balance plan
56 95. ira provided by employer
14 96. ira not provided by employer
629 97. other
272 98. dk (don't know); na (not ascertained)
244 99. rf (refused)
389 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
for secj2.askpensiongrid.i := 1 to 10 do
assign: pensionrow[i].z200_yrrptpastpen :=
bj_preload_pastpens[i].z200_yrrptpastpen
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
for secj2.askpensiongrid.i := 1 to 10 do
assign: pensionrow[i].z200_yrrptpastpen :=
bj_preload_pastpens[i].z200_yrrptpastpen
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2z200 rpt yr
section: j2 level: pension type: numeric width: 4 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z200_yrrptpastpen
.................................................................................
7515 1992-2018. actual value
1419 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.askpensiongrid.pensionrow[].w407_plankind
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w408 job
section: j2 level: pension type: character width: 3 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w408_whichprovider
[instr: ask or record.]
[who did you work for when you started this plan?/is [employer name] the
[employer/business] associated with this plan? ]
instr: if r names an employer that is not on the list, probe: let me double
check, i have (read list of employers) -- is this this plan associated with one
of those employers?
instr: if this plan is from a past period of self employment, select code 997
web-administered text:
who did you work for when you started this plan?
if this plan is from a past period of self employment, select 'not on list.'
.................................................................................
7867 301-309. job number
46 888. web non-response
476 911. current employer
11 912. last employer
12 913. most recent employer
7 914. longest held job employer
9 996. current self-employment
144 997. not on list: specify
4 998. dk (don't know); na (not ascertained)
6 999. rf (refused)
352 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.askpensiongrid.pensionrow[].w407_plankind
if secj2.askpensiongrid.pensionrow[i].w408_whichprovider in
[otheremp1..otheremp10] then
assign: secj2.askpensiongrid.pensionrow[i].w460_updatedjobid :=
secj2.askpensiongrid.otheridentifiers [ordenum(w408_whichprovider)]
{previous ask} secj2.askpensiongrid.pensionrow[].w407_plankind
if not(w408_whichprovider in [otheremp1..otheremp10]) then
assign: secj2.askpensiongrid.pensionrow[i].w460_updatedjobid := empty
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w460 related job number - updated
section: j2 level: pension type: character width: 3 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w460_updatedjobid
*
.................................................................................
999 301-308. job number
7935 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.askpensiongrid.pensionrow[].w407_plankind
if secj2.askpensiongrid.pensionrow[i].yearorstateisvisited < 1 then
if secj2.askpensiongrid.pensionrow[i].w408_whichprovider = last then
assign: secj2.askpensiongrid.pensionrow[i].w410_yrbegin :=
pisecjemphistoryk022_yrstrtwrkpay
{previous ask} secj2.askpensiongrid.pensionrow[].w407_plankind
if secj2.askpensiongrid.pensionrow[i].yearorstateisvisited < 1 then
if secj2.askpensiongrid.pensionrow[i].w408_whichprovider = mostrecent then
assign: secj2.askpensiongrid.pensionrow[i].w410_yrbegin :=
pisecjjobhistorymostrecentjobl009_
{previous ask} secj2.askpensiongrid.pensionrow[].w407_plankind
if secj2.askpensiongrid.pensionrow[i].yearorstateisvisited < 1 then
if secj2.askpensiongrid.pensionrow[i].w408_whichprovider = longestheldjob then
assign: secj2.askpensiongrid.pensionrow[i].w410_yrbegin :=
pisecjjobhistorylongestheldjobl009_
{previous ask} secj2.askpensiongrid.pensionrow[].w407_plankind
if secj2.askpensiongrid.pensionrow[i].yearorstateisvisited < 1 then
if secj2.askpensiongrid.pensionrow[i].w408_whichprovider = current and
rvars.z076_reiwr_v <> reiwr then
assign: secj2.askpensiongrid.pensionrow[i].w410_yrbegin :=
pij249_yrbegincurremp
{previous ask} secj2.askpensiongrid.pensionrow[].w407_plankind
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w410 year job - begin
section: j2 level: pension type: numeric width: 4 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w410_yrbegin
[in what year did you start working [for this employer/business]?/is [year begin
employment] the year you [started working [for this employer/business]]?
web-administered text:
in what year did you [start working for this [employer/business]?
.................................................................................
104 -8. web non-response
8057 1917-2021. actual value
18 9998. dk (don't know); na (not ascertained)
5 9999. rf (refused)
750 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.askpensiongrid.pensionrow[].w407_plankind
if secj2.askpensiongrid.pensionrow[i].yearorstateisvisited < 1 then
if secj2.askpensiongrid.pensionrow[i].w408_whichprovider in [current,selfemp]
or secj2.w417_samejobpwandcw = yes and
secj2.askpensiongrid.pensionrow[i].w408_whichprovider <> empty and
ordenum(secj2.askpensiongrid.pensionrow[i].w408_whichprovider ) =
secj2.askpensiongrid.currentemployer then
assign: secj2.askpensiongrid.pensionrow[i].w411_yrend := empty
{previous ask} secj2.askpensiongrid.pensionrow[].w407_plankind
if secj2.askpensiongrid.pensionrow[i].yearorstateisvisited < 1 then
if secj2.askpensiongrid.pensionrow[i].w408_whichprovider = last then
assign: secj2.askpensiongrid.pensionrow[i].w411_yrend :=
pisecjemphistoryk004_yrlastwrkpay
{previous ask} secj2.askpensiongrid.pensionrow[].w407_plankind
if secj2.askpensiongrid.pensionrow[i].yearorstateisvisited < 1 then
if secj2.askpensiongrid.pensionrow[i].w408_whichprovider = mostrecent then
assign: secj2.askpensiongrid.pensionrow[i].w411_yrend :=
pisecjjobhistorymostrecentjobl016_yrleftrecjob
{previous ask} secj2.askpensiongrid.pensionrow[].w407_plankind
if secj2.askpensiongrid.pensionrow[i].yearorstateisvisited < 1 then
if secj2.askpensiongrid.pensionrow[i].w408_whichprovider = longestheldjob then
assign: secj2.askpensiongrid.pensionrow[i].w411_yrend :=
pisecjjobhistorylongestheldjobl016_yrleftrecjob
{previous ask} secj2.askpensiongrid.pensionrow[].w407_plankind
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w411 year job - end
section: j2 level: pension type: numeric width: 4 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w411_yrend
[instr: ask or record]
if year employment/business/govt agency stop is missing:
when did you [stop working for this [employer/business]]?
if year employment/business/govt agency stop is not missing:
is [employment start year] the year you [stopped working for this
[employer/business]]?
instr: if r is still working for this employer or business, leave blank
instr: if r is on temporary lay-off and expects to go back, leave blank
web-administered text:
when did you [stop working for this [employer/business]]?
if you are still working for this employer or business, or you are on temporary
lay-off and expect to go back, leave employer end year blank
.................................................................................
312 -8. web non-response
4096 1959-2021. actual value
8 9998. dk (don't know); na (not ascertained)
4 9999. rf (refused)
4514 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.askpensiongrid.pensionrow[].w407_plankind
if secj2.askpensiongrid.pensionrow[i].yearorstateisvisited < 1 then
if secj2.askpensiongrid.pensionrow[i].w408_whichprovider = last then
assign: secj2.askpensiongrid.pensionrow[i].w412_empstate :=
piseckpensionloopbk_employerinfow162_
{previous ask} secj2.askpensiongrid.pensionrow[].w407_plankind
if secj2.askpensiongrid.pensionrow[i].yearorstateisvisited < 1 then
if secj2.askpensiongrid.pensionrow[i].w408_whichprovider = mostrecent then
assign: secj2.askpensiongrid.pensionrow[i].w412_empstate :=
pisecljobhistorymostrecentjobw162_
{previous ask} secj2.askpensiongrid.pensionrow[].w407_plankind
if secj2.askpensiongrid.pensionrow[i].yearorstateisvisited < 1 then
if secj2.askpensiongrid.pensionrow[i].w408_whichprovider = longestheldjob then
assign: secj2.askpensiongrid.pensionrow[i].w412_empstate :=
pisecljobhistorylongestheldjobbl_employerinfow162_
{previous ask} secj2.askpensiongrid.pensionrow[].w407_plankind
if secj2.askpensiongrid.pensionrow[i].yearorstateisvisited < 1 then
if secj2.askpensiongrid.pensionrow[i].w408_whichprovider = current and
rvars.z076_reiwr_v <> reiwr then
assign: secj2.askpensiongrid.pensionrow[i].w412_empstate :=
pibj_j158employerinfow162_
{previous ask} secj2.askpensiongrid.pensionrow[].w407_plankind
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w412m employer state - masked
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w412_empstate
[instr: ask or record.]
[in what state [is/was] this [employer/business/union] located?/[is/was] this
[employer/business/union] located in [state name]?
state:
instr: we want to know the state where r most recently worked, not the location
of corporate headquarters.
web-administered text:
in what state is this [employer/business/union] located?
we want to know the state where r most recently worked, not the location of
corporate headquarters.
state: drop-down
user note: w412 has been changed from its variable name in previous waves of
w413.
.................................................................................
142 -8. web non-response
322 1. northeast region: new england division (me, nh, vt, ma, ri,
ct)
933 2. northeast region: middle atlantic division (ny, nj, pa)
1162 3. midwest region: east north central division (oh, in, il, mi,
wi)
551 4. midwest region: west north central division (mn, ia, mo, nd,
sd, ne, ks)
1818 5. south region: south atlantic division (de, md, dc, va, wv,
nc, sc, ga, fl)
478 6. south region: east south central division (ky, tn, al, ms)
655 7. south region: west south central division (ar, la, ok, tx)
569 8. west region: mountain division (mt, id, wy, co, nm, az, ut,
nv)
1313 9. west region: pacific division (wa, or, ca, ak, hi)
23 11. foreign country: not in a census division (includes u.s.
territories)
29 98. don't know
7 99. refuse
932 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.askpensiongrid.pensionrow[].w406_planname
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w405 plan provider
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w405_typeprovider
instr: ask or record
[was/is] this plan provided by a private employer, a government employer, a
union, or what?
[instr: 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.]
[instr: a financial institution that manages the account is not a provider.]
web-administered text:
[was/is] this plan provided by a private employer, a government employer, a
union, or what?
if this is a union plan that is only valid with the employer or business, please
select that employer as appropriate.
a financial institution that manages the account is not a provider.
.................................................................................
43 -8. web non-response
3900 1. private employer
2044 2. government employer
137 3. r's own business
439 4. union
376 97. other
59 98. dk (don't know); na (not ascertained)
37 99. rf (refused)
1899 blank. inap (inapplicable); partial interview
j2w799 pension index
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w799_updatedpensionndx
.................................................................................
8551 1-9. actual values
383 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.askpensiongrid
for secj2.i := 1 to 10 do
if (askpensiongrid.pensionrow[i].w403_stillhaveplan in [yes,yesedit,no] or
askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow or
askpensiongrid.pensionrow[i].w403_stillhaveplan = empty and
askpensiongrid.pensionrow[i].w406_planname <> empty and
askpensiongrid.pensionrow[i].z505_pensionid <> empty) and not(lostbenefits in
askpensiongrid.pensionrow[i].w404_status) and
askpensiongrid.pensionrow[i].w404_status <> specialanswer or
askpensiongrid.pensionrow[i].w401_anyother = yes then
if askpensiongrid.pensionrow[i].w408_whichprovider in [otheremp1..otheremp10]
then
assign: secj2.w790_updatedz503 [i] :=
askpensiongrid.bj_preload_job[ordenum(askpensiongrid.pensionrow[i].w408_whichprovider)].z503_jobstatus
{previous ask} secj2.askpensiongrid
for secj2.i := 1 to 10 do
if (askpensiongrid.pensionrow[i].w403_stillhaveplan in [yes,yesedit,no] or
askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow or
askpensiongrid.pensionrow[i].w403_stillhaveplan = empty and
askpensiongrid.pensionrow[i].w406_planname <> empty and
askpensiongrid.pensionrow[i].z505_pensionid <> empty) and not(lostbenefits in
askpensiongrid.pensionrow[i].w404_status) and
askpensiongrid.pensionrow[i].w404_status <> specialanswer or
askpensiongrid.pensionrow[i].w401_anyother = yes then
if not(askpensiongrid.pensionrow[i].w408_whichprovider in
[otheremp1..otheremp10]) then
assign: secj2.w790_updatedz503 [i] := empty
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w790 updated job status
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.w790_updatedz503
.................................................................................
4145 1. previous wave job
3487 2. old job
8. dk (don't know); na (not ascertained)
9. rf (refused)
1302 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.askpensiongrid
for secj2.i := 1 to 10 do
if (askpensiongrid.pensionrow[i].w403_stillhaveplan in [yes,yesedit,no] or
askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow or
askpensiongrid.pensionrow[i].w403_stillhaveplan = empty and
askpensiongrid.pensionrow[i].w406_planname <> empty and
askpensiongrid.pensionrow[i].z505_pensionid <> empty) and not(lostbenefits in
askpensiongrid.pensionrow[i].w404_status) and
askpensiongrid.pensionrow[i].w404_status <> specialanswer or
askpensiongrid.pensionrow[i].w401_anyother = yes then
if askpensiongrid.pensionrow[i].w408_whichprovider = 11 or
askpensiongrid.pensionrow[i].w408_whichprovider = 96 and
secj.workstatus.j021_empselfoth = slfempd or secj2.w790_updatedz503 = pwjob and
secj2.w417_samejobpwandcw = yes then
assign: secj2.pensionfollowup[i].w452_pensionfromnewjoborsamejobaspw := 'yes'
{previous ask} secj2.askpensiongrid
for secj2.i := 1 to 10 do
if (askpensiongrid.pensionrow[i].w403_stillhaveplan in [yes,yesedit,no] or
askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow or
askpensiongrid.pensionrow[i].w403_stillhaveplan = empty and
askpensiongrid.pensionrow[i].w406_planname <> empty and
askpensiongrid.pensionrow[i].z505_pensionid <> empty) and not(lostbenefits in
askpensiongrid.pensionrow[i].w404_status) and
askpensiongrid.pensionrow[i].w404_status <> specialanswer or
askpensiongrid.pensionrow[i].w401_anyother = yes then
if not(piw408_whichprovider = 11 or piw408_whichprovider = 96 and
pij021k007l007 = slfempd or piz503_jobstatus = pwjob and piw417_samejobpwandcw
= yes) then
assign: secj2.pensionfollowup[i].w452_pensionfromnewjoborsamejobaspw := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w452 whether plan from new or same job
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].w452_pensionfromnewjoborsamejobaspw
.................................................................................
3379 1. yes
4902 5. no
653 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.askpensiongrid
for secj2.i := 1 to 10 do
if (askpensiongrid.pensionrow[i].w403_stillhaveplan in [yes,yesedit,no] or
askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow or
askpensiongrid.pensionrow[i].w403_stillhaveplan = empty and
askpensiongrid.pensionrow[i].w406_planname <> empty and
askpensiongrid.pensionrow[i].z505_pensionid <> empty) and not(lostbenefits in
askpensiongrid.pensionrow[i].w404_status) and
askpensiongrid.pensionrow[i].w404_status <> specialanswer or
askpensiongrid.pensionrow[i].w401_anyother = yes then
{previous ask} secj2.askpensiongrid
for secj2.i := 1 to 10 do
if (askpensiongrid.pensionrow[i].w403_stillhaveplan in [yes,yesedit,no] or
askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow or
askpensiongrid.pensionrow[i].w403_stillhaveplan = empty and
askpensiongrid.pensionrow[i].w406_planname <> empty and
askpensiongrid.pensionrow[i].z505_pensionid <> empty) and not(lostbenefits in
askpensiongrid.pensionrow[i].w404_status) and
askpensiongrid.pensionrow[i].w404_status <> specialanswer or
askpensiongrid.pensionrow[i].w401_anyother = yes then
if secj2.pensionfollowup[i].w419_ <> 1 then
assign: secj2.pensionfollowup[i].w419_ := userdefined('w796_dummy' +
secj2.pensionfollowup[i].w419_ .isvisited + currentfieldname )
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w419 followupintro
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].w419_
now we'd like to ask about your [plan name/kitchen sink] (plan).
if this is a plan r combined with or tranferred to:
when answering questions about this plan, please include any plan you combined
with or transferred into it.
.................................................................................
8272 1. continue
8. dk (don't know); na (not ascertained)
9. rf (refused)
662 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.w790_updatedz503 = pwjob and secj2.w417_samejobpwandcw = no and
secj2.askpensiongrid.pensionrow[i].w403_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_
we'd like to know what has happened to your [plan name/kitchen sink] (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 convert it to or purchase an annuity, did you roll it over into
an ira, or what?
instr: select all that apply. probe for "anything else?"
web-administered text:
we'd like to know what has happened to your [insert plan name] (plan) since you
left [[employer name]/your job].
instr: select all that apply.
.................................................................................
145 1. receiving regular payments/benefits
307 2. left money in the account
5 3. withdrew all of the money/received full amount as cash
settlement or lump-sum
29 4. withdrew some of the money
39 5. rolled over into ira
3 6. converted to or purchased an annuity
26 7. haven't done anything with plan/waiting to become eligible
for benefits
1 8. combined it with another plan
4 9. transferred to new employer
10. lost all benefits
1 11. frozen, or lost some benefits
36 97. other (specify)
5 98. dk (don't know); na (not ascertained)
5 99. rf (refused)
8328 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.w790_updatedz503 = pwjob and secj2.w417_samejobpwandcw = no and
secj2.askpensiongrid.pensionrow[i].w403_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_
we'd like to know what has happened to your [plan name/kitchen sink] (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 convert it to or purchase an annuity, did you roll it over into
an ira, or what?
instr: select all that apply. probe for "anything else?"
web-administered text:
we'd like to know what has happened to your [insert plan name] (plan) since you
left [[employer name]/your job].
instr: select all that apply.
.................................................................................
3 1. receiving regular payments/benefits
7 2. left money in the account
3. withdrew all of the money/received full amount as cash
settlement or lump-sum
16 4. withdrew some of the money
3 5. rolled over into ira
2 6. converted to or purchased an annuity
6 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
12 97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
8885 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.w790_updatedz503 = pwjob and secj2.w417_samejobpwandcw = no and
secj2.askpensiongrid.pensionrow[i].w403_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_
we'd like to know what has happened to your [plan name/kitchen sink] (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 convert it to or purchase an annuity, did you roll it over into
an ira, or what?
instr: select all that apply. probe for "anything else?"
web-administered text:
we'd like to know what has happened to your [insert plan name] (plan) since you
left [[employer name]/your job].
instr: select all that apply.
.................................................................................
1 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
2 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
1 11. frozen, or lost some benefits
1 97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
8928 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.w790_updatedz503 = pwjob and secj2.w417_samejobpwandcw = no and
secj2.askpensiongrid.pensionrow[i].w403_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_
we'd like to know what has happened to your [plan name/kitchen sink] (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 convert it to or purchase an annuity, did you roll it over into
an ira, or what?
instr: select all that apply. probe for "anything else?"
web-administered text:
we'd like to know what has happened to your [insert plan name] (plan) since you
left [[employer name]/your job].
instr: select all that apply.
.................................................................................
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
1 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)
8933 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.w790_updatedz503 = pwjob and secj2.w417_samejobpwandcw = no and
secj2.askpensiongrid.pensionrow[i].w403_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_
we'd like to know what has happened to your [plan name/kitchen sink] (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 convert it to or purchase an annuity, did you roll it over into
an ira, or what?
instr: select all that apply. probe for "anything else?"
web-administered text:
we'd like to know what has happened to your [insert plan name] (plan) since you
left [[employer name]/your job].
instr: select all that apply.
.................................................................................
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)
8934 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.w790_updatedz503 = pwjob and secj2.w417_samejobpwandcw = no and
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan in [1, 2] then
if not(secj2.askpensiongrid.pensionrow[i].z140_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: 2 decimals: 0
ref: secj2.pensionfollowup[1].w458_
(just to be sure), do you have any money left in the [insert plan name] (plan)?
web-administered text:
just to be sure, do you have any money left in the [insert plan name] (plan)?
.................................................................................
1 -8. web non-response
121 1. yes
17 5. no
3 8. dk (don't know); na (not ascertained)
9. rf (refused)
8792 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if receiving in piw404_status or receiving in secj2.pensionfollowup[i].w420_ or
secj2.pensionfollowup[i].w426_ = yes then
assign: secj2.pensionfollowup[i].plandisposition.w434_receiving := 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(receiving in piw404_status or receiving in piw420_ or piw426_ = yes)
then
assign: secj2.pensionfollowup[i].plandisposition.w434_receiving := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w434 plan status-receiving regular benefits
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w434_receiving
.................................................................................
1840 1. yes
6427 5. no
667 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if leftmoney in secj2.pensionfollowup[i].w420_ then
assign: secj2.pensionfollowup[i].plandisposition.w435_leftmoney := 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(leftmoney in piw420_) then
assign: secj2.pensionfollowup[i].plandisposition.w435_leftmoney := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
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
.................................................................................
314 1. yes
7953 5. no
667 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if withdrewthemoney in piw404_status or withdrewallmoney in
secj2.pensionfollowup[i].w420_ then
assign: secj2.pensionfollowup[i].plandisposition.w436_withdrewallmoney := 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(withdrewthemoney in piw404_status or withdrewallmoney in piw420_) then
assign: secj2.pensionfollowup[i].plandisposition.w436_withdrewallmoney := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w436 plan status-withdrew all money
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w436_withdrewallmoney
.................................................................................
407 1. yes
7860 5. no
667 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if withdrewsomemoney in piw404_status or withdrewsomemoney in
secj2.pensionfollowup[i].w420_ or receivedpayments in
secj2.pensionfollowup[i].w427_ or withdrewmoney in
secj2.pensionfollowup[i].w427_ then
assign: secj2.pensionfollowup[i].plandisposition.w437_withdrewsomemoney :=
'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(withdrewsomemoney in piw404_status or withdrewsomemoney in piw420_ or
receivedpayments in piw427_ or withdrewmoney in piw427_) then
assign: secj2.pensionfollowup[i].plandisposition.w437_withdrewsomemoney := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w437 plan status-withdrew some money
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w437_withdrewsomemoney
.................................................................................
457 1. yes
7810 5. no
667 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if rolledoverintoira in piw404_status or rolledoverintoira in
secj2.pensionfollowup[i].w420_ or rolledover in secj2.pensionfollowup[i].w427_
then
assign: secj2.pensionfollowup[i].plandisposition.w439_rolledoverintoira :=
'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(rolledoverintoira in piw404_status or rolledoverintoira in piw420_ or
rolledover in piw427_) then
assign: secj2.pensionfollowup[i].plandisposition.w439_rolledoverintoira := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w439 plan status-rolled into ira
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w439_rolledoverintoira
.................................................................................
667 1. yes
7600 5. no
667 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if converttoannuity in piw404_status or converttoannuity in
secj2.pensionfollowup[i].w420_ then
assign: secj2.pensionfollowup[i].plandisposition.w440_converttoannuity := 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(converttoannuity in piw404_status or converttoannuity in piw420_) then
assign: secj2.pensionfollowup[i].plandisposition.w440_converttoannuity := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w440 plan status-converted to annuity
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w440_converttoannuity
.................................................................................
49 1. yes
8218 5. no
667 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if noaction in secj2.pensionfollowup[i].w420_ then
assign: secj2.pensionfollowup[i].plandisposition.w441_noaction := 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(noaction in piw420_) then
assign: secj2.pensionfollowup[i].plandisposition.w441_noaction := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
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
.................................................................................
32 1. yes
8235 5. no
667 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if combinedwithotherplan in piw404_status or combinedwithotherplan in
secj2.pensionfollowup[i].w420_ then
assign: secj2.pensionfollowup[i].plandisposition.w443_combinedwithotherplan :=
'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(combinedwithotherplan in piw404_status or combinedwithotherplan in
piw420_) then
assign: secj2.pensionfollowup[i].plandisposition.w443_combinedwithotherplan :=
'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w443 plan status-combined with other plan
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w443_combinedwithotherplan
.................................................................................
66 1. yes
8201 5. no
667 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if transferredtonewemployer in piw404_status or transferredtonewemployer in
secj2.pensionfollowup[i].w420_ then
assign: secj2.pensionfollowup[i].plandisposition.w444_transferredtonewemployer
:= 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(transferredtonewemployer in piw404_status or transferredtonewemployer in
piw420_) then
assign: secj2.pensionfollowup[i].plandisposition.w444_transferredtonewemployer
:= 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w444 plan status-tranfer to new employer
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w444_transferredtonewemployer
.................................................................................
43 1. yes
8224 5. no
667 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if lostbenefits in piw404_status or lostbenefits in
secj2.pensionfollowup[i].w420_ then
assign: secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits := 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(lostbenefits in piw404_status or lostbenefits in piw420_) then
assign: secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
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
8267 5. no
667 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if frozen in piw404_status then
assign: secj2.pensionfollowup[i].plandisposition.w446_frozenorlostsomebenefits
:= 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(frozen in piw404_status) then
assign: secj2.pensionfollowup[i].plandisposition.w446_frozenorlostsomebenefits
:= 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w446 plan status-frozen/lost some benefits
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w446_frozenorlostsomebenefits
.................................................................................
4 1. yes
8263 5. no
667 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if other in piw404_status or otherspecify in secj2.pensionfollowup[i].w420_
then
assign: secj2.pensionfollowup[i].plandisposition.w447_other := 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(other in piw404_status or otherspecify in piw420_) then
assign: secj2.pensionfollowup[i].plandisposition.w447_other := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
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
.................................................................................
250 1. yes
8017 5. no
667 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if piw404_status = dontknow or secj2.pensionfollowup[i].w420_ = dontknow then
assign: secj2.pensionfollowup[i].plandisposition.w448_dontknow := 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(piw404_status = dontknow or piw420_ = dontknow) then
assign: secj2.pensionfollowup[i].plandisposition.w448_dontknow := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
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
8262 5. no
667 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if piw404_status = refusal or secj2.pensionfollowup[i].w420_ = refusal then
assign: secj2.pensionfollowup[i].plandisposition.w449_refusal := 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(piw404_status = refusal or piw420_ = refusal) then
assign: secj2.pensionfollowup[i].plandisposition.w449_refusal := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
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
8267 5. no
667 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if 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
assign: secj2.pensionfollowup[i].plandisposition.w451_dead := 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if (leftmoney in secj2.pensionfollowup[i].w420_ or withdrewsomemoney in
secj2.pensionfollowup[i].w420_ or noaction in secj2.pensionfollowup[i].w420_ or
frozen in secj2.pensionfollowup[i].w420_ or otherspecify in
secj2.pensionfollowup[i].w420_ or secj2.pensionfollowup[i].w420_ = dontknow)
and secj2.pensionfollowup[i].w458_ <> no then
assign: secj2.pensionfollowup[i].plandisposition.w451_dead := 'no'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if secj2.pensionfollowup[i].w420_ <> empty then
assign: secj2.pensionfollowup[i].plandisposition.w451_dead := 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(piw420_ <> empty) then
assign: secj2.pensionfollowup[i].plandisposition.w451_dead := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
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.
.................................................................................
1194 1. yes
7073 5. no
667 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].plandisposition.w443_combinedwithotherplan = yes or
secj2.pensionfollowup[i].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_
you told us earlier that you had [combined/transferred] this plan [with some
other plan/to a new employer]. which plan is that in now?
instr: if you've just added this plan because it was 'not on list' before,
please select the correct plan now.
.................................................................................
45 101-106. pension id number
6 996. ira: specify
21 997. not on list
6 998. dk (don't know); na (not ascertained)
999. rf (refused)
8856 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].plandisposition.w443_combinedwithotherplan = yes or
secj2.pensionfollowup[i].plandisposition.w444_transferredtonewemployer = yes
then
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_
is this plan associated with an employer of yours?
.................................................................................
4 1. yes
17 5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
8913 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.askpensiongrid.pensionrow[i].w401_anyother = yes and
secj2.pensionfollowup[i].plandisposition.w451_dead = no then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2962 included in plan - 1
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].yearsinplan.j962_
[have you been/were you] included in this plan since you started the job?
.................................................................................
2 -8. web non-response
682 1. yes
296 5. no
12 8. dk (don't know); na (not ascertained)
12 9. rf (refused)
7930 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].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
for how many years altogether [have you been/were you] included in this plan?
instr: if less than a year, enter '1' year.
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
299 0 37 5.22 7.49 8612
-----------------------------------------------------------------
6 -8. web non-response
9 98. dk (don't know); na (not ascertained)
8 99. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].plandisposition.w451_dead = no then
if secj2.askpensiongrid.pensionrow[i].w401_anyother = yes or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan in [1, 2] then
if secj2.pensionfollowup[i].w452_pensionfromnewjoborsamejobaspw = yes and
(rvars.z276_pensionsconfirmed <> yes or
secj2.askpensiongrid.pensionrow[i].z505_pensionid = empty) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2850 given choice-automatic enroll
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plantype.j850_
if this is the first time question asked:
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.
which [is it/was it] with your [insert plan name] (plan)?
otherwise:
(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?
web-administered text:
if this is the first time question asked:
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.
which [is it/was it] with your [insert plan name] (plan)?
otherwise:
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?
.................................................................................
412 1. have to sign up
327 3. automatically enrolled
17 8. dk (don't know); na (not ascertained)
4 9. rf (refused)
8174 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].plandisposition.w451_dead = no then
if secj2.askpensiongrid.pensionrow[i].w401_anyother = yes or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan in [1, 2] then
if (rvars.z276_pensionsconfirmed <> yes or
secj2.askpensiongrid.pensionrow[i].z505_pensionid = empty) and
secj2.pensionfollowup[i].plandisposition.w435_leftmoney <> yes and
secj2.pensionfollowup[i].plandisposition.w437_withdrewsomemoney <> yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2338 pension plan type-db or dc
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].plantype.j338a
if this is the first time question asked:
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.
what type of plan is your [insert plan name] (plan)?
otherwise:
(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?
instr: read as necessary: defined contribution plans include 401-k, 403-b, esop,
sra, thrift/savings, stock/profit sharing, and money purchase plans.
web-administered text:
if this is the first time question asked:
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.
what type of plan is your [plan name/kitchen sink] (plan)?
otherwise:
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 [plan name/kitchen sink] (plan) a defined benefit formula type or a
defined contribution account type plan?
defined contribution plans include 401-k, 403-b, esop, sra, thrift/savings,
stock/profit sharing, and money purchase plans.
.................................................................................
15 -8. web non-response
256 1. defined benefit (formula)
484 2. defined contribution (account)
109 3. both types
165 8. dk (don't know); na (not ascertained)
25 9. rf (refused)
7880 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].plandisposition.w451_dead = no then
if secj2.askpensiongrid.pensionrow[i].w401_anyother = yes or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan in [1, 2] then
if secj2.w790_updatedz503 = pwjob and secj2.w417_samejobpwandcw = yes and
secj2.askpensiongrid.pensionrow[i].z505_pensionid <> empty then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2945 pension rules changed
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].plantype.j945_pensionchgd
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]?
.................................................................................
10 -8. web non-response
193 1. yes
2233 5. no
60 8. dk (don't know); na (not ascertained)
4 9. rf (refused)
6434 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].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_
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?
instr: select all that apply
.................................................................................
63 1. [r's contribution level changed/my contribution levels
changed]
21 2. required age or years of service changed
40 3. benefits formula changed
1 4. benefits frozen
29 5. employer contribution or match rate changed
25 7. other (specify)
12 8. dk (don't know); na (not ascertained)
1 9. rf (refused)
8742 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].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_
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?
instr: select all that apply
.................................................................................
3 1. [r's contribution level changed/my contribution levels
changed]
3 2. required age or years of service changed
7 3. benefits formula changed
2 4. benefits frozen
7 5. employer contribution or match rate changed
3 7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
8909 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].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_
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?
instr: select all that apply
.................................................................................
1. [r's contribution level changed/my contribution levels
changed]
2. required age or years of service changed
4 3. benefits formula changed
4. benefits frozen
2 5. employer contribution or match rate changed
1 7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
8927 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].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_
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?
instr: select all that apply
.................................................................................
1. [r's contribution level changed/my contribution levels
changed]
2. required age or years of service changed
3. benefits formula changed
4. benefits frozen
5. employer contribution or match rate changed
1 7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
8933 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].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: 2 decimals: 0
ref: secj2.pensionfollowup[1].plantype.w429_
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?
instr: select all that apply
.................................................................................
1. [r's contribution level changed/my contribution levels
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)
8934 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].plandisposition.w451_dead = no then
if (secj2.pensionfollowup[i].w425_ = empty or secj2.pensionfollowup[i].w425_ =
assignedyes) and (secj2.pensionfollowup[i].plantype.j338a = typebaccount or
secj2.pensionfollowup[i].plantype.j338a = bthab or
secj2.pensionfollowup[i].plandisposition.w435_leftmoney = yes or
secj2.pensionfollowup[i].w458_ = yes) then
assign: secj2.pensionfollowup[i].w425_ := 'assignedyes'
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].plandisposition.w451_dead = no then
if not((secj2.pensionfollowup[i].w425_ = empty or
secj2.pensionfollowup[i].w425_ = assignedyes) and (plantype.j338a =
typebaccount or plantype.j338a = bthab or plandisposition.w435_leftmoney = yes
or w458_ = yes)) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w425 money in account
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].w425_
does your [insert plan name] (plan) have money in an account in your name?
.................................................................................
37 -8. web non-response
5086 1. yes
963 2. assigned yes
766 5. no
172 8. dk (don't know); na (not ascertained)
47 9. rf (refused)
1863 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].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
[how much is in the [insert plan name] account now?
[instr: if r mentions having loans against the account, include these in the
total]
[instr: if r no longer has an account or has no money left in it, enter "0"]
[instr: do not probe dk/rf]
amount:
web-administered text:
how much is in the [insert plan name] account now?
instr: please include loans against the account in the total.
instr: if you no longer have an account or have no money left in it, enter "0".
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
3468 0 20000000 170510.47 463877.49 2885
-----------------------------------------------------------------
235 -8. web non-response
1912 99999998. dk (don't know); na (not ascertained)
434 99999999. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[].accountbalances.w009a
if secj2.pensionfollowup[i].accountbalances.w009a <> specialanswer then
if secj2.pensionfollowup[i].w425_ = assignedyes and
secj2.pensionfollowup[i].accountbalances.w009a = 0 then
if activemode = 'iweradmin' then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w455 zero amount in pension now
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w455a
instr: 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.
user note: interviewer-administered item.
.................................................................................
9 1. continue
8925 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
(thinking about how much is in that account now):
did it amount to less than ____ , more than ____ , or what?
procedures: 2up1down, 1up2down
breakpoints: $10000, $50000, $100000, $250000
random entry points: $50000, $100000
entry point assignment: 1 or {not 1} at x504
order of entry point assignments and procedures correspond
web-admininstered text:
thinking about how much is in that account now:
did it amount to less than ____ , more than ____ , or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
1272 0. value of breakpoint
40 10000. value of breakpoint
339 10001. value of breakpoint
55 50000. value of breakpoint
322 50001. value of breakpoint
34 100000. value of breakpoint
279 100001. value of breakpoint
24 250000. value of breakpoint
192 250001. value of breakpoint
6377 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
*
.................................................................................
277 9999. value of breakpoint
40 10000. value of breakpoint
410 49999. value of breakpoint
55 50000. value of breakpoint
329 99999. value of breakpoint
34 100000. value of breakpoint
208 249999. value of breakpoint
24 250000. value of breakpoint
1180 99999996. greater than maximum breakpoint
6377 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
*
.................................................................................
184 0. no breakpoint values given during interview
24 97. data not available
650 98. dk (don't know); na (not ascertained)
288 99. rf (refused)
7788 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].accountbalances.w009a
if secj2.w790_updatedz503 = pwjob and secj2.w417_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
how much money was in your account when you left that [business/employer]?
instr: do not probe dk/rf
amount:
web-administered text:
how much money was in your account when you left that [business/employer]?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
290 0 1500000 142127.53 240873.31 8484
-----------------------------------------------------------------
10 -8. web non-response
23 9999996. still working for this employer
90 9999998. dk (don't know); na (not ascertained)
37 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
(thinking about how much money was in your account when you left that
[business/employer]):
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
web-admininstered text:
thinking about how much money was in your account when you left that
[business/employer]:
does it amount to less than $____ , more than $____ , or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
84 0. value of breakpoint
1 10000. value of breakpoint
17 10001. value of breakpoint
2 50000. value of breakpoint
13 50001. value of breakpoint
1 100000. value of breakpoint
15 100001. value of breakpoint
1 250000. value of breakpoint
5 250001. value of breakpoint
8795 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
*
.................................................................................
15 9999. value of breakpoint
1 10000. value of breakpoint
20 49999. value of breakpoint
2 50000. value of breakpoint
15 99999. value of breakpoint
1 100000. value of breakpoint
12 249999. value of breakpoint
1 250000. value of breakpoint
72 99999996. greater than maximum breakpoint
8795 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
*
.................................................................................
9 0. no breakpoint values given during interview
33 98. dk (don't know); na (not ascertained)
32 99. rf (refused)
8860 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].accountbalances.w002a
if secj2.askpensiongrid.pensionrow[i].w401_anyother = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2801 receive quarterly report
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.j801a
do you receive a quarterly report indicating how much money is in your account?
.................................................................................
14 1. yes
9 5. no
1 8. dk (don't know); na (not ascertained)
9. rf (refused)
8910 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].accountbalances.w009a
if secj2.pensionfollowup[i].w452_pensionfromnewjoborsamejobaspw = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w431 allowed to borrow from account
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w431_
can you borrow against the account?
.................................................................................
24 -8. web non-response
1832 1. yes
956 5. no
188 8. dk (don't know); na (not ascertained)
11 9. rf (refused)
5923 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].accountbalances.w431_
if secj2.pensionfollowup[i].accountbalances.w431_ = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w432 have loan against account now
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w432_
do you currently have a loan against the account?
.................................................................................
2 -8. web non-response
304 1. yes
1519 5. no
3 8. dk (don't know); na (not ascertained)
4 9. rf (refused)
7102 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].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_
what is the amount of the loan balance?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
279 100 100000 10293.54 11723.07 8630
-----------------------------------------------------------------
1 -8. web non-response
15 999998. dk (don't know); na (not ascertained)
9 999999. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].plandisposition.w451_dead = no then
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 then
if secj2.pensionfollowup[i].w452_pensionfromnewjoborsamejobaspw = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2881 r contribute to plan
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j881_
do you make any contributions toward your [insert plan name] (plan)?
.................................................................................
17 -8. web non-response
2433 1. yes
805 5. no
24 8. dk (don't know); na (not ascertained)
13 9. rf (refused)
5642 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].contributions.j881_
if secj2.pensionfollowup[i].contributions.j881_ = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2404 form of own contribution
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j404a
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?
(first, please indicate if you'd like to report this as a percentage of pay or
an amount per month or year, then the next question will ask for the value.)
instr: include contributions through salary deductions, union dues or other
sources.
web-admininstered text:
how much do you currently contribute to this plan?
first, please indicate if you'd like to report this as a percentage of pay or an
amount per month or year, then the next question will ask for the value.
include contributions through salary deductions, union dues or other sources.
.................................................................................
9 -8. web non-response
1586 1. percent of pay
409 3. amount per month
134 4. amount per year
161 5. amount every two weeks
69 8. dk (don't know); na (not ascertained)
65 9. rf (refused)
6501 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].contributions.j404a
if secj2.pensionfollowup[i].contributions.j404a = percentofpay or
secj2.pensionfollowup[i].contributions.j404a = specialanswer then
if secj2.pensionfollowup[i].contributions.j404a = dontknow then
assign: secj2.pensionfollowup[i].contributions.j405a := dontknow
{previous ask} secj2.pensionfollowup[].contributions.j404a
if secj2.pensionfollowup[i].contributions.j404a = percentofpay or
secj2.pensionfollowup[i].contributions.j404a = specialanswer then
if secj2.pensionfollowup[i].contributions.j404a = refusal then
assign: secj2.pensionfollowup[i].contributions.j405a := refusal
{previous ask} secj2.pensionfollowup[].contributions.j404a
if secj2.pensionfollowup[i].contributions.j404a = percentofpay or
secj2.pensionfollowup[i].contributions.j404a = specialanswer then
if not(j404a = refusal) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2405 pct-own contribution
section: j2 level: pension type: numeric width: 3 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j405a
(what percent of your pay do you contribute?)
instr: do not probe dk/rf
web-administered text:
what percent of your pay do you contribute?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
1452 1 100 8.60 7.85 7214
-----------------------------------------------------------------
22 -8. web non-response
167 998. dk (don't know); na (not ascertained)
79 999. rf (refused)
j2809 pct-own contribution - min
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j809a
(thinking about how much you currently contribute to this plan):
is it less than ___ percent, more than ___ percent, or what?
procedures: 2up1downpercent, 1up2downpercent
breakpoints: 3%, 6%, 9%, 12%
random entry points: 6, 9%
entry point assignment: 1 or {not 1} at x501
web-admininstered text:
thinking about how much you currently contribute to this plan:
is it less than ___ percent, more than ___ percent, or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
154 0. value of breakpoint
11 3. value of breakpoint
35 4. value of breakpoint
18 6. value of breakpoint
20 7. value of breakpoint
8 9. value of breakpoint
14 10. value of breakpoint
5 12. value of breakpoint
4 13. value of breakpoint
8665 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
*
.................................................................................
5 2. value of breakpoint
11 3. value of breakpoint
47 5. value of breakpoint
18 6. value of breakpoint
30 8. value of breakpoint
8 9. value of breakpoint
12 11. value of breakpoint
5 12. value of breakpoint
133 99999996. greater than maximum breakpoint
8665 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
*
.................................................................................
13 0. no breakpoint values given during interview
79 98. dk (don't know); na (not ascertained)
62 99. rf (refused)
8780 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].contributions.j404a
if secj2.pensionfollowup[i].contributions.j404a = amtofmoney_month or
secj2.pensionfollowup[i].contributions.j404a = amtofmoney_year or
secj2.pensionfollowup[i].contributions.j404a = amtofmoney_2weeks then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2406 amt-own contribution
section: j2 level: pension type: numeric width: 5 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j406a
how much do you contribute [per month/per year/every 2 weeks]?
instr: do not probe dk/rf
web-administered text:
how much do you contribute [per month/per year/every 2 weeks]?
.................................................................................
23 -8. web non-response
640 0-74000. actual value
31 99998. dk (don't know); na (not ascertained)
10 99999. rf (refused)
8230 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_
(thinking about how much you currently contribute to this plan):
does it amount to less than $____ per year, more than $____ per year, or what?
for both versions
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
web-admininstered text:
thinking about how much you currently contribute to this plan:
does it amount to less than $____ , more than $____ , or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
34 0. value of breakpoint
2 750. value of breakpoint
3 751. value of breakpoint
7 2000. value of breakpoint
4 2001. value of breakpoint
3 5000. value of breakpoint
5 5001. value of breakpoint
2 10000. value of breakpoint
5 10001. value of breakpoint
8869 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_
*
.................................................................................
6 749. value of breakpoint
2 750. value of breakpoint
4 1999. value of breakpoint
7 2000. value of breakpoint
4 4999. value of breakpoint
3 5000. value of breakpoint
3 9999. value of breakpoint
2 10000. value of breakpoint
34 99999996. greater than maximum breakpoint
8869 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_
*
.................................................................................
16 0. no breakpoint values given during interview
9 98. dk (don't know); na (not ascertained)
5 99. rf (refused)
8904 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].contributions.j881_
if (secj2.pensionfollowup[i].w425_ = yes or secj2.pensionfollowup[i].w425_ =
assignedyes) and secj2.pensionfollowup[i].w452_pensionfromnewjoborsamejobaspw =
yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2878 form of employer contribution
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j878
does your [business/employer] make any contributions to your [insert plan name]
(plan)?
.................................................................................
13 -8. web non-response
2183 1. yes
745 5. no
38 8. dk (don't know); na (not ascertained)
4 9. rf (refused)
5951 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].contributions.j878
if secj2.pensionfollowup[i].contributions.j878 = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2396 form of employer contribution
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j396a
how much does your [business/employer] currently contribute, as a percent of
your pay, or as an amount of money per month or year?
(first, please indicate if you'd like to report this as a percentage of pay or
an amount per month or year, then the next question will ask for the value.)
web-administered text:
how much does your [business/employer] currently contribute?
first, please indicate if you'd like to report this as a percentage of pay or an
amount per month or year, then the next question will ask for the value.
.................................................................................
30 -8. web non-response
1390 1. percent of pay
124 3. amount per month
124 4. amount per year
29 5. amount every 2 weeks
167 6. [[vol] same as my contribution/same as my contribution]
60 7. [[vol] half of my contribution/half of my contribution]
204 8. dk (don't know); na (not ascertained)
55 9. rf (refused)
6751 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].contributions.j396a
if secj2.pensionfollowup[i].contributions.j396a = percentofpay or
secj2.pensionfollowup[i].contributions.j396a = specialanswer then
if secj2.pensionfollowup[i].contributions.j396a = dontknow then
assign: secj2.pensionfollowup[i].contributions.j397a := dontknow
{previous ask} secj2.pensionfollowup[].contributions.j396a
if secj2.pensionfollowup[i].contributions.j396a = percentofpay or
secj2.pensionfollowup[i].contributions.j396a = specialanswer then
if secj2.pensionfollowup[i].contributions.j396a = refusal then
assign: secj2.pensionfollowup[i].contributions.j397a := refusal
{previous ask} secj2.pensionfollowup[].contributions.j396a
if secj2.pensionfollowup[i].contributions.j396a = percentofpay or
secj2.pensionfollowup[i].contributions.j396a = specialanswer then
if not(j396a = refusal) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2397 pct-employer contribution
section: j2 level: pension type: numeric width: 3 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j397a
(what percent of your pay does your [business/employer] contribute?)
instr: do not probe dk/rf.
web-administered text:
what percent of your pay does your [business/employer] contribute?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
1217 1 100 6.07 9.15 7285
-----------------------------------------------------------------
43 -8. web non-response
327 998. dk (don't know); na (not ascertained)
62 999. 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
(thinking about the percent of your pay your [business/employer] currently
contributes):
is it less than ___ percent, more than ___ percent, or what?
procedures: 2up1down, 1up2down
breakpoints: 3%, 6%, 9%, 12%
random entry points: 6%, 9%
entry point assignment: 1 or {not 1} at x509
web-admininstered text:
thinking about the percent of your pay your [business/employer] currently
contributes:
is it less than ___ percent, more than ___ percent, or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
258 0. value of breakpoint
30 3. value of breakpoint
45 4. value of breakpoint
28 6. value of breakpoint
32 7. value of breakpoint
14 9. value of breakpoint
14 10. value of breakpoint
2 12. value of breakpoint
9 13. value of breakpoint
8502 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
*
.................................................................................
26 2. value of breakpoint
30 3. value of breakpoint
64 5. value of breakpoint
28 6. value of breakpoint
50 8. value of breakpoint
14 9. value of breakpoint
11 11. value of breakpoint
2 12. value of breakpoint
207 99999996. greater than maximum breakpoint
8502 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
*
.................................................................................
21 0. no breakpoint values given during interview
170 98. dk (don't know); na (not ascertained)
50 99. rf (refused)
8693 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].contributions.j396a
if secj2.pensionfollowup[i].contributions.j396a = amtofmoney_year or
secj2.pensionfollowup[i].contributions.j396a = amtofmoney_month or
secj2.pensionfollowup[i].contributions.j396a = amtofmoney_2weeks then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2398 amt-employer contribution
section: j2 level: pension type: numeric width: 6 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j398a
( how much is your [business/employer] contributing [per month/per year/every 2
weeks]?)
instr: do not probe dk/rf
web-administered text:
how much is your [business/employer] contributing [per month/per year/every 2
weeks]?
.................................................................................
13 -8. web non-response
194 0-450000. actual value
66 999998. dk (don't know); na (not ascertained)
4 999999. rf (refused)
8657 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_
(thinking about how much your [business/employer] currently contributes):
does it amount to less than $____ per year, more than $____ per year, 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
web-admininstered text:
thinking about how much your [business/employer] currently contributes:
does it amount to less than $____ per year, more than $____ per year, or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
38 0. value of breakpoint
4 1500. value of breakpoint
16 1501. value of breakpoint
6 5000. value of breakpoint
10 5001. value of breakpoint
2 10000. value of breakpoint
5 10001. value of breakpoint
2 30001. value of breakpoint
8851 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_
*
.................................................................................
14 1499. value of breakpoint
4 1500. value of breakpoint
18 4999. value of breakpoint
6 5000. value of breakpoint
9 9999. value of breakpoint
2 10000. value of breakpoint
4 29999. value of breakpoint
26 99999996. greater than maximum breakpoint
8851 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_
*
.................................................................................
7 0. no breakpoint values given during interview
15 98. dk (don't know); na (not ascertained)
4 99. rf (refused)
8908 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].contributions.j878
if secj2.pensionfollowup[i].contributions.j878 <> yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2938 employer contribute if r contribute
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j938_
[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?
.................................................................................
10 -8. web non-response
56 1. yes
679 5. no
47 8. dk (don't know); na (not ascertained)
8 9. rf (refused)
8134 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].plandisposition.w451_dead = no then
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 then
if secj2.pensionfollowup[i].w425_ = yes or secj2.pensionfollowup[i].w425_ =
assignedyes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2812 pct invested- in stocks
section: j2 level: pension type: numeric width: 3 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j812a
about what percent of this account balance is in stocks or stock mutual funds?
instr: do not probe dk/rf
web-administered text:
about what percent of this account balance is in stocks or stock mutual funds?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
3615 0 100 54.49 41.91 2937
-----------------------------------------------------------------
352 -8. web non-response
1873 998. dk (don't know); na (not ascertained)
157 999. rf (refused)
j2813 pct invested- in stocks-min
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j813a
(thinking about the percent in stocks or stock mutual funds):
is it less than ___ percent, more than ___ percent, or what?
procedures: 2up1down, 1up2down
breakpoints: 20%, 40%, 60%, 80%
random entry points: 40%, 60%
entry point assignment: 1 or {not 1} at x501
web-admininstered text:
thinking about the percent in stocks or stock mutual funds:
is it less than ___ percent, more than ___ percent, or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
1839 0. value of breakpoint
41 20. value of breakpoint
115 21. value of breakpoint
65 40. value of breakpoint
132 41. value of breakpoint
66 60. value of breakpoint
70 61. value of breakpoint
15 80. value of breakpoint
44 81. value of breakpoint
6547 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
*
.................................................................................
149 19. value of breakpoint
41 20. value of breakpoint
152 39. value of breakpoint
65 40. value of breakpoint
138 59. value of breakpoint
66 60. value of breakpoint
54 79. value of breakpoint
15 80. value of breakpoint
1707 99999996. greater than maximum breakpoint
6547 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
*
.................................................................................
305 0. no breakpoint values given during interview
1265 98. dk (don't know); na (not ascertained)
157 99. rf (refused)
7207 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].investmentchoices.j812a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2417 able to choose investment options
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j417a
are you able to choose how any of the money in your [insert plan name] (plan) is
invested?
.................................................................................
61 -8. web non-response
3383 1. yes
56 3. [only the share r contributes/only the share i contribute]
2259 5. no
3 6. iwer-admin: [vol]no, it's in a target or lifecycle fund
198 8. dk (don't know); na (not ascertained)
37 9. rf (refused)
2937 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].investmentchoices.j812a
if secj2.pensionfollowup[i].investmentchoices.j417a = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2939 able to choose all or some options
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j939_
are you able to choose how all of the money in this plan is invested, some of
it, or a little of it?
.................................................................................
9 -8. web non-response
2742 1. all
465 2. some
84 3. a little
4 6. [vol] i can control my share [iwer-administered only]
73 8. dk (don't know); na (not ascertained)
6 9. rf (refused)
5551 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].investmentchoices.j812a
if secj2.askpensiongrid.pensionrow[i].z505_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: 2 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j660_
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]?
.................................................................................
2 -8. web non-response
607 1. yes
2296 5. no
21 8. dk (don't know); na (not ascertained)
2 9. rf (refused)
6006 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].investmentchoices.j660_
if secj2.pensionfollowup[i].investmentchoices.j660_ = yes or
secj2.pensionfollowup[i].investmentchoices.j660_ = no and
rvars.z276_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_
have you ever changed how your balance is invested?
.................................................................................
4 1. yes
7 5. no
46 8. dk (don't know); na (not ascertained)
9. rf (refused)
8877 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].investmentchoices.j660_
if secj2.pensionfollowup[i].investmentchoices.j660_ = yes or
secj2.pensionfollowup[i].investmentchoices.j660_ = no and
rvars.z276_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: 2 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j662_
how have you changed the allocation?
have you changed it to more stocks or stock mutual funds, less stocks, or what?
web-administered text:
how have you changed the allocation?
.................................................................................
5 -8. web non-response
159 1. more stocks
296 3. less stocks
3 4. [vol] more in target/life cycle funds [iwer-administered
only]
1 5. [vol] less in target/life cycle funds [iwer-administered
only]
87 7. other (specify)
51 8. dk (don't know); na (not ascertained)
9 9. rf (refused)
8323 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].investmentchoices.j812a
if secj2.pensionfollowup[i].investmentchoices.j812a > 0 and
not(piw405_typeprovider in [government,union,ownbusiness]) and
not(secj2.askpensiongrid.pensionrow[i].z508_typeprovider in
[government,union,ownbusiness]) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2664 money invested in company stock
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j664_
is any money in this account invested in [provider name]'s stock?
.................................................................................
4 -8. web non-response
402 1. yes
1402 5. no
84 7. not applicable (e.g., non-profit)
43 8. dk (don't know); na (not ascertained)
1 9. rf (refused)
6998 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].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
about what percent of the total funds in this account is in this employer's
stock?
instr: do not probe dk/rf
percent:
web-administered text:
about what percent of the total funds in this account is in this employer's
stock?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
354 0 100 37.12 34.86 8532
-----------------------------------------------------------------
5 -8. web non-response
43 998. dk (don't know); na (not ascertained)
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
(thinking about the total funds in this employer's stock):
is it less than ___ percent, more than ___ percent, or what?
procedures: 2up1down, 1up2down
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
web-admininstered text:
thinking about the total funds in this employer's stock:
is it less than ___ percent, more than ___ percent, or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
37 0. value of breakpoint
4 20. value of breakpoint
3 21. value of breakpoint
2 40. value of breakpoint
1 41. value of breakpoint
1 61. value of breakpoint
8886 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
*
.................................................................................
8 19. value of breakpoint
4 20. value of breakpoint
6 39. value of breakpoint
2 40. value of breakpoint
3 59. value of breakpoint
1 79. value of breakpoint
24 99999996. greater than maximum breakpoint
8886 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
*
.................................................................................
5 0. no breakpoint values given during interview
23 98. dk (don't know); na (not ascertained)
1 99. rf (refused)
8905 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 then
if (secj2.pensionfollowup[i].w426_ = empty or secj2.pensionfollowup[i].w426_ =
assignedyes) and (secj2.pensionfollowup[i].plandisposition.w434_receiving = yes
or secj2.pensionfollowup[i].plandisposition.w440_converttoannuity = yes) then
assign: secj2.pensionfollowup[i].w426_ := 'assignedyes'
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 then
if secj2.pensionfollowup[i].plandisposition.w451_dead = no then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w426 receiving benefits
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].w426_
are you currently receiving regular payments from your [insert plan name]
(plan)?
.................................................................................
39 -8. web non-response
1652 1. yes
238 2. assigned yes
5239 5. no
29 8. dk (don't know); na (not ascertained)
58 9. rf (refused)
1679 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 then
if secj2.pensionfollowup[i].w426_ in [yes,assignedyes] then
if secj2.pensionfollowup[i].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
you mentioned that you had purchased an annuity.
how much did you convert to an annuity?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
39 12000 860000 211292.85 225342.01 8887
-----------------------------------------------------------------
1 -8. web non-response
6 999998. dk (don't know); na (not ascertained)
1 999999. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[].receivingbenefits.w013a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w108 started receiving annuity
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w108a
have you started receiving payments from this annuity?
.................................................................................
17 1. yes
30 5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
8887 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 then
if secj2.pensionfollowup[i].w426_ in [yes,assignedyes] then
if secj2.pensionfollowup[i].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
[you (also) mentioned that you were receiving regular payments.]
how old were you when you started receiving payments?
instr: 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
web-administered text:
[you (also) mentioned that you were receiving regular payments.]
how old were you when you started receiving payments?
.................................................................................
8 -8. web non-response
1783 25-88. actual value
54 98. dk (don't know); na (not ascertained)
8 99. rf (refused)
7081 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].receivingbenefits.w014a
if secj2.pensionfollowup[i].receivingbenefits.w014a <> specialanswer then
if activemode = 'iweradmin' then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w086 age when benefits started months
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w086a
instr: if r reports age and months, enter number of months
instr: if r did not mention months, press [enter] to continue
user note: interviewer-administered item.
.................................................................................
81 1-11. actual value
2 98. dk (don't know); na (not ascertained)
99. rf (refused)
8851 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 then
if secj2.pensionfollowup[i].w426_ in [yes,assignedyes] then
if secj2.pensionfollowup[i].plandisposition.w434_receiving = yes or
secj2.pensionfollowup[i].receivingbenefits.w108a = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w015 amount of benefits
section: j2 level: pension type: numeric width: 6 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w015a
how much are the payments per month or year?
instr: if payments have not yet started, record what payments will be.
amount:
per:
.................................................................................
43 -8. web non-response
1562 0-400000. actual value
111 999998. dk (don't know); na (not ascertained)
137 999999. rf (refused)
7081 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].receivingbenefits.w015a
if secj2.pensionfollowup[i].receivingbenefits.w015a = response and
secj2.pensionfollowup[i].receivingbenefits.w015a <> 0 and activemode =
'iweradmin' or activemode = 'selfadmin' then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w016 amount of benefits per
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w016a
instr: probe if necessary: is that per month or year?
amount: $[amount reported in w015]
per:
.................................................................................
46 -8. web non-response
1317 4. month
239 6. year
4 7. other(specify)
4 8. dk (don't know); na (not ascertained)
9. rf (refused)
7324 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 then
if secj2.pensionfollowup[i].w426_ in [yes,assignedyes] then
if secj2.pensionfollowup[i].plandisposition.w434_receiving = yes or
secj2.pensionfollowup[i].receivingbenefits.w108a = yes then
if secj2.pensionfollowup[i].receivingbenefits.w015a <> empty and
secj2.pensionfollowup[i].receivingbenefits.w015a <> dontknow and
secj2.pensionfollowup[i].receivingbenefits.w015a <> refusal then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w028 adjusted for cost of living
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w028a
are the payments adjusted for changes in the cost of living?
.................................................................................
6 -8. web non-response
578 1. yes
937 5. no
41 8. dk (don't know); na (not ascertained)
9. rf (refused)
7372 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 then
if secj2.pensionfollowup[i].w426_ in [yes,assignedyes] then
if secj2.pensionfollowup[i].plandisposition.w434_receiving = yes or
secj2.pensionfollowup[i].receivingbenefits.w108a = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w049 benefits duration
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w049a
will this payment continue for as long as you live, for a fixed period of time,
or what?
.................................................................................
6 -8. web non-response
1473 1. [as long as r lives/as long as i live]
91 3. for a fixed time period
135 4. until the money runs out
87 5. [as long as r or r's spouse or partner lives/as long as i or
my spouse or partner live]
15 7. other (specify)
42 8. dk (don't know); na (not ascertained)
4 9. rf (refused)
7081 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 then
if secj2.pensionfollowup[i].w426_ in [yes,assignedyes] then
if secj2.pensionfollowup[i].plandisposition.w434_receiving = yes or
secj2.pensionfollowup[i].receivingbenefits.w108a = yes then
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
what is that time period?
until year:
web-administered text:
what is that time period?
.................................................................................
-8. web non-response
17 2021-2044. actual value
23 9998. dk (don't know); na (not ascertained)
2 9999. rf (refused)
8892 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].receivingbenefits.w051a
if secj2.pensionfollowup[i].receivingbenefits.w051a = dontknow or
secj2.pensionfollowup[i].receivingbenefits.w051a = refusal or
secj2.pensionfollowup[i].receivingbenefits.w051a = empty or activemode =
'selfadmin' then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w052 benefits-until age
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w052a
what is that time period?
until age:
.................................................................................
-8. web non-response
13 10-90. actual value
11 98. dk (don't know); na (not ascertained)
2 99. rf (refused)
8908 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].receivingbenefits.w052a
if secj2.pensionfollowup[i].receivingbenefits.w052a = dontknow or
secj2.pensionfollowup[i].receivingbenefits.w052a = refusal or
secj2.pensionfollowup[i].receivingbenefits.w052a = empty or activemode =
'selfadmin' then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w053 benefits-years
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w053a
what is that time period?
years:
.................................................................................
-8. web non-response
35 2-40. number of years
13 98. dk (don't know); na (not ascertained)
2 99. rf (refused)
8884 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 then
if secj2.pensionfollowup[i].w426_ in [yes,assignedyes] then
if secj2.pensionfollowup[i].plandisposition.w434_receiving = yes or
secj2.pensionfollowup[i].receivingbenefits.w108a = yes then
if (respondents[idm].x065acouplenss = married or
respondents[idm].x065acouplenss = partnered_vol) and (activelanguage <> eng or
iwtype <> ext) and (activelanguage <> spn or iwtype <> ext) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w054 r die will benefits continue
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w054a
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?
web-administered text:
if you should pass away, would your [husband/wife/partner] continue to receive
the same payment, get a reduced payment, or would the payments end?
.................................................................................
6 -8. web non-response
343 1. same benefit
363 2. reduced benefit
367 3. no benefit/benefits would end
2 4. (vol) guaranteed for some number of years [iwer-administered
only]
21 5. lump sum payment
44 7. other(specify)
50 8. dk (don't know); na (not ascertained)
3 9. rf (refused)
7735 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 then
if secj2.pensionfollowup[i].w426_ in [yes,assignedyes] then
if (secj2.pensionfollowup[i].receivingbenefits.w065a = empty or
secj2.pensionfollowup[i].receivingbenefits.w065a = assignedyes) and
secj2.pensionfollowup[i].plandisposition.w436_withdrewallmoney = yes then
assign: secj2.pensionfollowup[i].receivingbenefits.w065a := 'assignedyes'
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 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 gp11 = yes)
then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w065 allowed lump sum payment
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w065a
instead of receiving regular payments, could you have received the money all at
once?
.................................................................................
18 -8. web non-response
743 1. yes
6 2. assigned yes
1037 5. no
81 8. dk (don't know); na (not ascertained)
4 9. rf (refused)
7045 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if (secj2.pensionfollowup[i].w427_ = empty or assignedyes in
secj2.pensionfollowup[i].w427_ ) and
(secj2.pensionfollowup[i].plandisposition.w436_withdrewallmoney = yes or
secj2.pensionfollowup[i].plandisposition.w443_combinedwithotherplan = yes or
secj2.pensionfollowup[i].plandisposition.w444_transferredtonewemployer = yes or
secj2.pensionfollowup[i].plandisposition.w439_rolledoverintoira = yes or
secj2.pensionfollowup[i].plandisposition.w437_withdrewsomemoney = yes) then
assign: secj2.pensionfollowup[i].w427_ := '[assignedyes]'
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if not((secj2.pensionfollowup[i].w427_ = empty or assignedyes in
secj2.pensionfollowup[i].w427_ ) and (plandisposition.w436_withdrewallmoney =
yes or plandisposition.w443_combinedwithotherplan = yes or
plandisposition.w444_transferredtonewemployer = yes or
plandisposition.w439_rolledoverintoira = yes or
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_
[since we last talked to you in [prev iw month]/[prev 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/business]/at any time in the past]?
instr: if r asks, do not include past loans taken against the account.
instr: select all that apply
web-administered text:
[since we last talked to you in [prev iw month]/[prev 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/business]/at any time in the past]?
instr: do not include past loans taken against the account.
instr: select all that apply
.................................................................................
108 1. yes, received payments
168 2. yes, rolled over into ira
1046 3. assigned yes
265 4. yes, withdrew money
6538 5. no
55 8. dk (don't know); na (not ascertained)
55 9. rf (refused)
699 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if (secj2.pensionfollowup[i].w427_ = empty or assignedyes in
secj2.pensionfollowup[i].w427_ ) and
(secj2.pensionfollowup[i].plandisposition.w436_withdrewallmoney = yes or
secj2.pensionfollowup[i].plandisposition.w443_combinedwithotherplan = yes or
secj2.pensionfollowup[i].plandisposition.w444_transferredtonewemployer = yes or
secj2.pensionfollowup[i].plandisposition.w439_rolledoverintoira = yes or
secj2.pensionfollowup[i].plandisposition.w437_withdrewsomemoney = yes) then
assign: secj2.pensionfollowup[i].w427_ := '[assignedyes]'
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if not((secj2.pensionfollowup[i].w427_ = empty or assignedyes in
secj2.pensionfollowup[i].w427_ ) and (plandisposition.w436_withdrewallmoney =
yes or plandisposition.w443_combinedwithotherplan = yes or
plandisposition.w444_transferredtonewemployer = yes or
plandisposition.w439_rolledoverintoira = yes or
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_
[since we last talked to you in [prev iw month]/[prev 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/business]/at any time in the past]?
instr: if r asks, do not include past loans taken against the account.
instr: select all that apply
web-administered text:
[since we last talked to you in [prev iw month]/[prev 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/business]/at any time in the past]?
instr: do not include past loans taken against the account.
instr: select all that apply
.................................................................................
2 1. yes, received payments
13 2. yes, rolled over into ira
3. assigned yes
14 4. yes, withdrew money
2 5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
8903 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if (secj2.pensionfollowup[i].w427_ = empty or assignedyes in
secj2.pensionfollowup[i].w427_ ) and
(secj2.pensionfollowup[i].plandisposition.w436_withdrewallmoney = yes or
secj2.pensionfollowup[i].plandisposition.w443_combinedwithotherplan = yes or
secj2.pensionfollowup[i].plandisposition.w444_transferredtonewemployer = yes or
secj2.pensionfollowup[i].plandisposition.w439_rolledoverintoira = yes or
secj2.pensionfollowup[i].plandisposition.w437_withdrewsomemoney = yes) then
assign: secj2.pensionfollowup[i].w427_ := '[assignedyes]'
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if not((secj2.pensionfollowup[i].w427_ = empty or assignedyes in
secj2.pensionfollowup[i].w427_ ) and (plandisposition.w436_withdrewallmoney =
yes or plandisposition.w443_combinedwithotherplan = yes or
plandisposition.w444_transferredtonewemployer = yes or
plandisposition.w439_rolledoverintoira = yes or
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_
[since we last talked to you in [prev iw month]/[prev 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/business]/at any time in the past]?
instr: if r asks, do not include past loans taken against the account.
instr: select all that apply
web-administered text:
[since we last talked to you in [prev iw month]/[prev 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/business]/at any time in the past]?
instr: do not include past loans taken against the account.
instr: select all that apply
.................................................................................
1. yes, received payments
1 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)
8931 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if (secj2.pensionfollowup[i].w427_ = empty or assignedyes in
secj2.pensionfollowup[i].w427_ ) and
(secj2.pensionfollowup[i].plandisposition.w436_withdrewallmoney = yes or
secj2.pensionfollowup[i].plandisposition.w443_combinedwithotherplan = yes or
secj2.pensionfollowup[i].plandisposition.w444_transferredtonewemployer = yes or
secj2.pensionfollowup[i].plandisposition.w439_rolledoverintoira = yes or
secj2.pensionfollowup[i].plandisposition.w437_withdrewsomemoney = yes) then
assign: secj2.pensionfollowup[i].w427_ := '[assignedyes]'
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if not((secj2.pensionfollowup[i].w427_ = empty or assignedyes in
secj2.pensionfollowup[i].w427_ ) and (plandisposition.w436_withdrewallmoney =
yes or plandisposition.w443_combinedwithotherplan = yes or
plandisposition.w444_transferredtonewemployer = yes or
plandisposition.w439_rolledoverintoira = yes or
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_
[since we last talked to you in [prev iw month]/[prev 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/business]/at any time in the past]?
instr: if r asks, do not include past loans taken against the account.
instr: select all that apply
web-administered text:
[since we last talked to you in [prev iw month]/[prev 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/business]/at any time in the past]?
instr: do not include past loans taken against the account.
instr: select 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)
8934 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].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[i].plandisposition.w436_withdrewallmoney = yes or
secj2.pensionfollowup[i].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
if w427=1 or 4 (received other payments or withdrew money):
[not including any money you [rolled into an ira/used to purchase an annuity,
h/h]]ow much money in total did you [receive in payments/withdraw] [since you
left that [employer/business]/since we last talked to you in r's last iw month,
year]?
if w404 or w420 (withdrew some of the money):
earlier you told us that you had withdrawn some money from your [plan name]
(plan).
[not including any money you [rolled into an ira/used to purchase an annuity,
h/h]]ow much money in total did you withdraw [since you left that
[employer/business]/since we last talked to you in r's last iw month, year ]?
if w404 or w420 (withdrew all of the money):
earlier you told us that you had withdrawn all of the money from your [plan
name] (plan).
how much money did you withdraw or how much was the one time payment you
received?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
732 0 1900000 32090.67 85803.60 8073
-----------------------------------------------------------------
24 -8. web non-response
65 9999998. dk (don't know); na (not ascertained)
40 9999999. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[].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_
what did you do with the money?
instr: select all that apply
.................................................................................
130 1. bought durables (house, car, etc.)
244 2. spent it
143 3. saved/invested
231 4. paid off debt
21 5. rolled into ira
20 6. gave it away
33 7. other (specify)
8 8. dk (don't know); na (not ascertained)
22 9. rf (refused)
8082 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].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_
what did you do with the money?
instr: select all that apply
.................................................................................
25 1. bought durables (house, car, etc.)
58 2. spent it
29 3. saved/invested
53 4. paid off debt
2 5. rolled into ira
17 6. gave it away
14 7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
8736 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].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_
what did you do with the money?
instr: select all that apply
.................................................................................
5 1. bought durables (house, car, etc.)
15 2. spent it
8 3. saved/invested
6 4. paid off debt
5. rolled into ira
6 6. gave it away
4 7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
8890 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].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_
what did you do with the money?
instr: select all that apply
.................................................................................
1 1. bought durables (house, car, etc.)
2. spent it
3. saved/invested
3 4. paid off debt
5. rolled into ira
2 6. gave it away
7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
8928 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].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_
what did you do with the money?
instr: select 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)
8934 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].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[i].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_
in what year did you roll the money into an ira?
year:
.................................................................................
7 -8. web non-response
631 1992-2021. actual value
25 9998. dk (don't know); na (not ascertained)
3 9999. rf (refused)
8268 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].withdrawalstransfers.w099_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w018 amount of pension rollover
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].withdrawalstransfers.w018a
how much did the rollover amount to?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
542 0 30000000 298494.18 1362081.18 8268
-----------------------------------------------------------------
24 -8. web non-response
64 99999998. dk (don't know); na (not ascertained)
36 99999999. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].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[i].plandisposition.w444_transferredtonewemployer =
yes or secj2.pensionfollowup[i].plandisposition.w443_combinedwithotherplan =
yes) and (activelanguage <> eng or iwtype <> ext) and (activelanguage <> spn or
iwtype <> ext) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w100 past pension-transfer money-yr
section: j2 level: pension type: numeric width: 4 decimals: 0
ref: secj2.pensionfollowup[1].withdrawalstransfers.w100_
in what year did you [transfer the money/combine the plans]?
year:
.................................................................................
1 -8. web non-response
104 1995-2021. actual value
2 9998. dk (don't know); na (not ascertained)
9999. rf (refused)
8827 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].withdrawalstransfers.w100_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w019 amount of transfer
section: j2 level: pension type: numeric width: 6 decimals: 0
ref: secj2.pensionfollowup[1].withdrawalstransfers.w019a
how much did [the transfer amount to/you combine into the other plan]?
amount:
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
74 1000 500000 96419.97 123565.17 8827
-----------------------------------------------------------------
12 -8. web non-response
17 999998. dk (don't know); na (not ascertained)
4 999999. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if (secj2.pensionfollowup[i].w428_ = empty or secj2.pensionfollowup[i].w428_ =
assignedno) and (secj2.pensionfollowup[i].plandisposition.w434_receiving = yes
or secj2.pensionfollowup[i].receivingbenefits.w108a = yes or
secj2.pensionfollowup[i].plandisposition.w451_dead = yes or
secj2.pensionfollowup[i].accountbalances.w455a = continue) then
assign: secj2.pensionfollowup[i].w428_ := 'assignedno'
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if (secj2.pensionfollowup[i].w428_ = empty or secj2.pensionfollowup[i].w428_ =
assignedyes) and ((secj2.pensionfollowup[i].plandisposition.w435_leftmoney =
yes or secj2.pensionfollowup[i].plandisposition.w441_noaction = yes) and
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan in [1, 2]) then
assign: secj2.pensionfollowup[i].w428_ := 'assignedyes'
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if not((secj2.pensionfollowup[i].w428_ = empty or
secj2.pensionfollowup[i].w428_ = assignedyes) and
((plandisposition.w435_leftmoney = yes or plandisposition.w441_noaction = yes)
and piw403_stillhaveplan in [1, 2])) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w428 current status - expecting
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].w428_
are you expecting to receive money or benefits at some point in the future from
your [insert plan name] plan?
.................................................................................
34 -8. web non-response
4193 1. yes
336 2. assigned yes
751 5. no
2861 6. assigned no
47 8. dk (don't know); na (not ascertained)
43 9. rf (refused)
669 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].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
at what age do you expect to start receiving (the rest of the) money or benefits
from your [insert plan name] (plan)?
instr: 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.
web-administered text:
at what age do you expect to start receiving the rest of the money or benefits
from your [insert plan name] plan?
.................................................................................
59 -8. web non-response
4081 50-95. actual value
19 96. answered in years
346 98. dk (don't know); na (not ascertained)
24 99. rf (refused)
4405 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j353aagerecbenfts
if secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts <> 96 and
secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts <> specialanswer
then
if activemode = 'iweradmin' then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2903 months-expect receive benefits
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j903a
instr: if r reports age and months, enter number of months
instr: if r did not mention months, press [enter] to continue
months:
user note: interviewer-administered item.
.................................................................................
146 1-10. actual value
5 98. dk (don't know); na (not ascertained)
99. rf (refused)
8783 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j353aagerecbenfts
if secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts <> specialanswer
then
if secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts = 96 and
activemode = 'iweradmin' then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2354 yrs- expect receive benefits
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j354a
instr: enter number of years until benefits start.
0-40 years
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
16 0 30 4.69 7.43 8917
-----------------------------------------------------------------
1 98. dk (don't know); na (not ascertained)
99. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j353aagerecbenfts
if secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts <> specialanswer
then
if secj2.pensionfollowup[i].w425_ <> yes and secj2.pensionfollowup[i].w425_ <>
assignedyes and secj2.pensionfollowup[i].w452_pensionfromnewjoborsamejobaspw =
yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w457 benefits change at retirement
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.w457_
if you continue to work will your benefits at retirement go up or stay the same?
.................................................................................
2 -8. web non-response
130 1. go up
65 2. stay the same
6 8. dk (don't know); na (not ascertained)
9. rf (refused)
8731 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j353aagerecbenfts
if secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts <> specialanswer
then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2926 cash payment allowed
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j926_
once you start to receive money or benefits, can you take some or all of it as a
one time cash payment?
.................................................................................
66 -8. web non-response
2931 1. yes
769 5. no
385 8. dk (don't know); na (not ascertained)
8 9. rf (refused)
4775 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if secj2.pensionfollowup[i].expectedbenefits.j926_ = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2927 all cash allowed
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j927_
can you take all of your money or benefits as a one time cash payment or only
some?
.................................................................................
21 -8. web non-response
2448 1. all
365 5. only some
96 8. dk (don't know); na (not ascertained)
9. rf (refused)
6004 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2928 keep money allowed
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j928_
once you start to receive money or benefits, can you keep some money in your
account to take out whenever you want?
.................................................................................
87 -8. web non-response
2883 1. yes
815 5. no
364 8. dk (don't know); na (not ascertained)
10 9. rf (refused)
4775 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2929 regular payments allowed
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j929_
(once you start to receive money or benefits,) can you receive regular payments
on a monthly or yearly basis?
.................................................................................
56 -8. web non-response
3654 1. yes
244 5. no
200 8. dk (don't know); na (not ascertained)
5 9. rf (refused)
4775 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if secj2.pensionfollowup[i].expectedbenefits.j926_ = yes and
(secj2.pensionfollowup[i].expectedbenefits.j928_ = no or
secj2.pensionfollowup[i].expectedbenefits.j928_ = specialanswer) and
(secj2.pensionfollowup[i].expectedbenefits.j929_ = no or
secj2.pensionfollowup[i].expectedbenefits.j929_ = specialanswer) then
assign: secj2.pensionfollowup[i].expectedbenefits.j931_ := '[lumpsum]'
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if (secj2.pensionfollowup[i].expectedbenefits.j926_ = no or
secj2.pensionfollowup[i].expectedbenefits.j926_ = specialanswer) and
secj2.pensionfollowup[i].expectedbenefits.j928_ = yes and
(secj2.pensionfollowup[i].expectedbenefits.j929_ = no or
secj2.pensionfollowup[i].expectedbenefits.j929_ = specialanswer) then
assign: secj2.pensionfollowup[i].expectedbenefits.j931_ := '[keepmoney]'
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if (secj2.pensionfollowup[i].expectedbenefits.j926_ = no or
secj2.pensionfollowup[i].expectedbenefits.j926_ = specialanswer) and
(secj2.pensionfollowup[i].expectedbenefits.j928_ = no or
secj2.pensionfollowup[i].expectedbenefits.j928_ = specialanswer) and
secj2.pensionfollowup[i].expectedbenefits.j929_ = yes then
assign: secj2.pensionfollowup[i].expectedbenefits.j931_ := '[regularpayments]'
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if (secj2.pensionfollowup[i].expectedbenefits.j926_ = no or
secj2.pensionfollowup[i].expectedbenefits.j926_ = specialanswer) and
(secj2.pensionfollowup[i].expectedbenefits.j928_ = no or
secj2.pensionfollowup[i].expectedbenefits.j928_ = specialanswer) and
(secj2.pensionfollowup[i].expectedbenefits.j929_ = no or
secj2.pensionfollowup[i].expectedbenefits.j929_ = specialanswer) then
assign: secj2.pensionfollowup[i].expectedbenefits.j931_ := empty
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if not((j926_ = no or j926_ = specialanswer) and (j928_ = no or j928_ =
specialanswer) and (j929_ = no or j929_ = specialanswer)) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2931m1 benefit withdraw options r plans -1
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j931_
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]?
instr: select all that apply
web-administered text:
which of these options do you plan to take advantage of?
instr: select all that apply.
.................................................................................
649 1. one time payment
686 2. keep money in account to take out later
2542 3. regular payments (monthly or annually)
112 8. dk (don't know); na (not ascertained)
7 9. rf (refused)
4938 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if secj2.pensionfollowup[i].expectedbenefits.j926_ = yes and
(secj2.pensionfollowup[i].expectedbenefits.j928_ = no or
secj2.pensionfollowup[i].expectedbenefits.j928_ = specialanswer) and
(secj2.pensionfollowup[i].expectedbenefits.j929_ = no or
secj2.pensionfollowup[i].expectedbenefits.j929_ = specialanswer) then
assign: secj2.pensionfollowup[i].expectedbenefits.j931_ := '[lumpsum]'
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if (secj2.pensionfollowup[i].expectedbenefits.j926_ = no or
secj2.pensionfollowup[i].expectedbenefits.j926_ = specialanswer) and
secj2.pensionfollowup[i].expectedbenefits.j928_ = yes and
(secj2.pensionfollowup[i].expectedbenefits.j929_ = no or
secj2.pensionfollowup[i].expectedbenefits.j929_ = specialanswer) then
assign: secj2.pensionfollowup[i].expectedbenefits.j931_ := '[keepmoney]'
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if (secj2.pensionfollowup[i].expectedbenefits.j926_ = no or
secj2.pensionfollowup[i].expectedbenefits.j926_ = specialanswer) and
(secj2.pensionfollowup[i].expectedbenefits.j928_ = no or
secj2.pensionfollowup[i].expectedbenefits.j928_ = specialanswer) and
secj2.pensionfollowup[i].expectedbenefits.j929_ = yes then
assign: secj2.pensionfollowup[i].expectedbenefits.j931_ := '[regularpayments]'
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if (secj2.pensionfollowup[i].expectedbenefits.j926_ = no or
secj2.pensionfollowup[i].expectedbenefits.j926_ = specialanswer) and
(secj2.pensionfollowup[i].expectedbenefits.j928_ = no or
secj2.pensionfollowup[i].expectedbenefits.j928_ = specialanswer) and
(secj2.pensionfollowup[i].expectedbenefits.j929_ = no or
secj2.pensionfollowup[i].expectedbenefits.j929_ = specialanswer) then
assign: secj2.pensionfollowup[i].expectedbenefits.j931_ := empty
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if not((j926_ = no or j926_ = specialanswer) and (j928_ = no or j928_ =
specialanswer) and (j929_ = no or j929_ = specialanswer)) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2931m2 benefit withdraw options r plans -2
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j931_
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]?
instr: select all that apply
web-administered text:
which of these options do you plan to take advantage of?
instr: select all that apply.
.................................................................................
15 1. one time payment
72 2. keep money in account to take out later
92 3. regular payments (monthly or annually)
8. dk (don't know); na (not ascertained)
9. rf (refused)
8755 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if secj2.pensionfollowup[i].expectedbenefits.j926_ = yes and
(secj2.pensionfollowup[i].expectedbenefits.j928_ = no or
secj2.pensionfollowup[i].expectedbenefits.j928_ = specialanswer) and
(secj2.pensionfollowup[i].expectedbenefits.j929_ = no or
secj2.pensionfollowup[i].expectedbenefits.j929_ = specialanswer) then
assign: secj2.pensionfollowup[i].expectedbenefits.j931_ := '[lumpsum]'
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if (secj2.pensionfollowup[i].expectedbenefits.j926_ = no or
secj2.pensionfollowup[i].expectedbenefits.j926_ = specialanswer) and
secj2.pensionfollowup[i].expectedbenefits.j928_ = yes and
(secj2.pensionfollowup[i].expectedbenefits.j929_ = no or
secj2.pensionfollowup[i].expectedbenefits.j929_ = specialanswer) then
assign: secj2.pensionfollowup[i].expectedbenefits.j931_ := '[keepmoney]'
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if (secj2.pensionfollowup[i].expectedbenefits.j926_ = no or
secj2.pensionfollowup[i].expectedbenefits.j926_ = specialanswer) and
(secj2.pensionfollowup[i].expectedbenefits.j928_ = no or
secj2.pensionfollowup[i].expectedbenefits.j928_ = specialanswer) and
secj2.pensionfollowup[i].expectedbenefits.j929_ = yes then
assign: secj2.pensionfollowup[i].expectedbenefits.j931_ := '[regularpayments]'
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if (secj2.pensionfollowup[i].expectedbenefits.j926_ = no or
secj2.pensionfollowup[i].expectedbenefits.j926_ = specialanswer) and
(secj2.pensionfollowup[i].expectedbenefits.j928_ = no or
secj2.pensionfollowup[i].expectedbenefits.j928_ = specialanswer) and
(secj2.pensionfollowup[i].expectedbenefits.j929_ = no or
secj2.pensionfollowup[i].expectedbenefits.j929_ = specialanswer) then
assign: secj2.pensionfollowup[i].expectedbenefits.j931_ := empty
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if not((j926_ = no or j926_ = specialanswer) and (j928_ = no or j928_ =
specialanswer) and (j929_ = no or j929_ = specialanswer)) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2931m3 benefit withdraw options r plans -3
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j931_
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]?
instr: select all that apply
web-administered text:
which of these options do you plan to take advantage of?
instr: select all that apply.
.................................................................................
1 1. one time payment
2 2. keep money in account to take out later
14 3. regular payments (monthly or annually)
8. dk (don't know); na (not ascertained)
9. rf (refused)
8917 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
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
how much do you plan to take as a one-time payment?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
416 0 4000000 126940.07 297853.90 8269
-----------------------------------------------------------------
15 -8. web non-response
209 9999998. dk (don't know); na (not ascertained)
25 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_
(thinking about how much you plan to take as a one-time payment):
do you expect 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
web-admininstered text:
thinking about how much you plan to take as a one-time payment:
do you expect less than $____, more than $____, or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
60 0. value of breakpoint
5 5000. value of breakpoint
43 5001. value of breakpoint
6 20000. value of breakpoint
41 20001. value of breakpoint
9 50000. value of breakpoint
45 50001. value of breakpoint
4 150000. value of breakpoint
29 150001. value of breakpoint
8692 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_
*
.................................................................................
13 4999. value of breakpoint
5 5000. value of breakpoint
45 19999. value of breakpoint
6 20000. value of breakpoint
41 49999. value of breakpoint
9 50000. value of breakpoint
43 149999. value of breakpoint
4 150000. value of breakpoint
76 99999996. greater than maximum breakpoint
8692 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_
*
.................................................................................
9 0. no breakpoint values given during interview
8 97. data not available
23 98. dk (don't know); na (not ascertained)
19 99. rf (refused)
8875 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
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_
how much do you expect to leave in the account to take out later?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
445 0 2500000 167123.43 277414.29 8174
-----------------------------------------------------------------
52 -8. web non-response
236 9999998. dk (don't know); na (not ascertained)
27 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_
(thinking about how much you expect to leave in this account to take out later):
do you expect 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
web-admininstered text:
thinking about how much you expect to leave in this account to take out later:
do you expect less than $____, more than $____, or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
129 0. value of breakpoint
11 5000. value of breakpoint
56 5001. value of breakpoint
21 20000. value of breakpoint
41 20001. value of breakpoint
9 50000. value of breakpoint
23 50001. value of breakpoint
1 100000. value of breakpoint
10 100001. value of breakpoint
2 150000. value of breakpoint
11 150001. value of breakpoint
8620 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_
*
.................................................................................
36 4999. value of breakpoint
11 5000. value of breakpoint
63 19999. value of breakpoint
21 20000. value of breakpoint
41 49999. value of breakpoint
9 50000. value of breakpoint
19 99999. value of breakpoint
1 100000. value of breakpoint
9 149999. value of breakpoint
2 150000. value of breakpoint
102 99999996. greater than maximum breakpoint
8620 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_
*
.................................................................................
39 0. no breakpoint values given during interview
1 97. data not available
45 98. dk (don't know); na (not ascertained)
19 99. rf (refused)
8830 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
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: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j947aformofbenfts
[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?
(first, please indicate if you'd like to report this as a percentage of pay or
an amount per month or year, then the next question will ask for the value.)
instr: 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?
web-administered text:
[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?
first, please indicate if you'd like to report this as a percentage of pay or an
amount per month or year, then the next question will ask for the value.
instr: please take recent losses in value into consideration.
.................................................................................
80 -8. web non-response
171 1. percent of pay
1734 2. amount per month
190 3. amount per year
56 4. lump sum
606 8. dk (don't know); na (not ascertained)
85 9. rf (refused)
6012 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].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
(what percent of your pay do you expect those payments to be?)
percent:
web-admininstered text:
what percent of your pay do you expect those payments to be?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
153 1 100 32.42 29.05 8763
-----------------------------------------------------------------
2 -8. web non-response
16 998. dk (don't know); na (not ascertained)
999. rf (refused)
j2789 percent regular payments-min
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j789_
(thinking about how much you expect those regular payments to be):
is it less than ___ percent, more than ___ percent, or what?
procedures: 2up1down, 1up2down
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
web-admininstered text:
thinking about how much you expect those regular payments to be:
is it less than ___ percent, more than ___ percent, or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
11 0. value of breakpoint
2 20. value of breakpoint
3 21. value of breakpoint
1 40. value of breakpoint
1 61. value of breakpoint
8916 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
2 20. value of breakpoint
3 39. value of breakpoint
1 40. value of breakpoint
1 79. value of breakpoint
6 99999996. greater than maximum breakpoint
8916 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_
*
.................................................................................
1 0. no breakpoint values given during interview
4 98. dk (don't know); na (not ascertained)
1 99. rf (refused)
8928 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j353aagerecbenfts
if secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = amountpermonth
or secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = amountperyear
or secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = lumpsum or
secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = specialanswer or
secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = percentofpay then
if secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts <> percentofpay
then
if secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = dontknow then
assign: secj2.pensionfollowup[i].expectedbenefits.j357a := dontknow
{previous ask} secj2.pensionfollowup[].expectedbenefits.j353aagerecbenfts
if secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = amountpermonth
or secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = amountperyear
or secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = lumpsum or
secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = specialanswer or
secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = percentofpay then
if secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts <> percentofpay
then
if secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = refusal then
assign: secj2.pensionfollowup[i].expectedbenefits.j357a := refusal
{previous ask} secj2.pensionfollowup[].expectedbenefits.j353aagerecbenfts
if secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = amountpermonth
or secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = amountperyear
or secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = lumpsum or
secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = specialanswer or
secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = percentofpay then
if secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts <> percentofpay
then
if not(j947aformofbenfts = refusal) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2357 amount regular payments
section: j2 level: pension type: numeric width: 7 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j357a
how much do you expect or plan to receive [per month/per year]?
[instr: do not probe dk/rf]
web-administered text:
how much do you expect or plan to receive [per month/per year]?
.................................................................................
65 -8. web non-response
1784 0-1500000. actual value
731 9999998. dk (don't know); na (not ascertained)
91 9999999. rf (refused)
6263 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_
(thinking about how much you expect to receive):
does it amount to less than $____ per year, more than $____ per year, 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
web-admininstered text:
does it amount to less than $____ per year, more than $____ per year, or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
442 0. value of breakpoint
31 6000. value of breakpoint
92 6001. value of breakpoint
47 12000. value of breakpoint
110 12001. value of breakpoint
28 24000. value of breakpoint
66 24001. value of breakpoint
11 36000. value of breakpoint
58 36001. value of breakpoint
8049 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_
*
.................................................................................
84 5999. value of breakpoint
31 6000. value of breakpoint
113 11999. value of breakpoint
47 12000. value of breakpoint
113 23999. value of breakpoint
28 24000. value of breakpoint
53 35999. value of breakpoint
11 36000. value of breakpoint
405 99999996. greater than maximum breakpoint
8049 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_
*
.................................................................................
42 0. no breakpoint values given during interview
5 97. data not available
277 98. dk (don't know); na (not ascertained)
65 99. rf (refused)
8545 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j353aagerecbenfts
if secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = amountpermonth
or secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = amountperyear
or secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = lumpsum or
secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = specialanswer or
secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = percentofpay then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w089 benefits duration
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.w089a
will this payment continue for as long as you live, for a fixed period of time,
or what?
.................................................................................
8 -8. web non-response
1363 1. [as long as r lives/as long as i live ]
505 3. for a fixed time period
646 4. until the money runs out
68 5. [as long as r or r's spouse or partner lives/as long as i or
my [husband/wife/partner] live]
31 7. other
203 8. dk (don't know); na (not ascertained)
18 9. rf (refused)
6092 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.w089a
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
what is that time period?
until year:
or
until age:
or
years:
web-administered text:
what is that time period?
.................................................................................
8 -8. web non-response
51 2020-2061. actual value
152 9998. dk (don't know); na (not ascertained)
9 9999. rf (refused)
8714 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.w091a
if secj2.pensionfollowup[i].expectedbenefits.w091a = dontknow or
secj2.pensionfollowup[i].expectedbenefits.w091a = refusal or
secj2.pensionfollowup[i].expectedbenefits.w091a = empty or activemode =
'selfadmin' then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w092 benefits duration - until age
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.w092a
what is that time period?
until year:
or
until age:
or
years:
.................................................................................
8 -8. web non-response
38 65-95. actual value
99 98. dk (don't know); na (not ascertained)
4 99. rf (refused)
8785 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.w092a
if secj2.pensionfollowup[i].expectedbenefits.w092a = dontknow or
secj2.pensionfollowup[i].expectedbenefits.w092a = refusal or
secj2.pensionfollowup[i].expectedbenefits.w092a = empty or activemode =
'selfadmin' then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w093 benefits duration - years
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.w093a
what is that time period?
until year:
or
until age:
or
years:
.................................................................................
8 -8. web non-response
259 1-30. actual value
105 98. dk (don't know); na (not ascertained)
5 99. rf (refused)
8557 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.w089a
if (respondents[idm].x065acouplenss = married or
respondents[idm].x065acouplenss = partnered_vol) and (activelanguage <> eng or
iwtype <> ext) and (activelanguage <> spn or iwtype <> ext) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w094 r die will benefits continue
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.w094a
if you should (die/pass away), would your [husband/wife/partner] continue to
receive the same benefit, get a reduced benefit, or would the benefits end?
web-administered text:
if you should pass away, would your [husband/wife/partner] continue to receive
the same benefit, get a reduced benefit, or would the benefits end?
.................................................................................
7 -8. web non-response
1265 1. same benefit
371 2. reduced benefit
267 3. no benefit
5 4. (vol) guaranteed for some number of years [iwer-administered
only]
12 5. lump sum payment
164 8. dk (don't know); na (not ascertained)
9 9. rf (refused)
6834 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].plandisposition.w451_dead = no and
(secj2.pensionfollowup[i].w425_ <> no or not(secj2.pensionfollowup[i].w426_ in
[yes,assignedyes])) then
assign: secj2.pensionfollowup[i].w459_dead := 'no'
{previous ask} secj2.pensionfollowup[].w419_
if not(plandisposition.w451_dead = no and (w425_ <> no or not(w426_ in
[yes,assignedyes]))) then
assign: secj2.pensionfollowup[i].w459_dead := 'yes'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w459 plan summary
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].w459_dead
*
.................................................................................
1544 1. yes
6737 5. no
653 blank. inap (inapplicable); partial interview
j2mode ending mode - section j2
section: j2 level: pension type: numeric width: 1 decimals: 0
user note: this variable identifies the mode at completion of this section.
.................................................................................
7121 1. phone
16 2. ftf
1610 3. web
151 4. web-small
36 blank. inap (inapplicable); partial interview
vdate 2020 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.
.................................................................................
354 1. version 1
194 2. version 2
288 3. version 3
395 4. version 4
139 5. version 5
259 6. version 6
2329 7. version 7
835 8. version 8
899 9. version 9
547 10. version 10
778 11. version 11
1165 12. version 12
752 13. version 13
version 2020 data release version
section: j2 level: pension type: numeric width: 1 decimals: 0
.................................................................................
8934 1. hrs 2020 final release