section j2: pension (pension)
==========================================================================================
hrs 2022 early release
note to users: this codebook is designed to match the distribution dataset.
codebook metadata are derived from the data collection instrument.
if you have questions concerning codebook layout or content please bring
them to the attention of the hrs staff at hrsquestions@umich.edu.
printing recommendation: set margins (left/right/top/bottom) to .5 inch; print
in portrait orientation using a mono-space 10-point font.
==========================================================================================
hhid household identification number
section: j2 level: pension type: character width: 6 decimals: 0
.................................................................................
7014 010001-952836. household identification number
pn respondent person identification number
section: j2 level: pension type: character width: 3 decimals: 0
.................................................................................
4042 010. person identifier
270 011. person identifier
14 012. person identifier
2354 020. person identifier
85 021. person identifier
9 022. person identifier
74 030. person identifier
16 031. person identifier
3 032. person identifier
1 033. person identifier
132 040. person identifier
14 041. person identifier
subhh 2022 sub household identification number
section: j2 level: pension type: character width: 1 decimals: 0
.................................................................................
6231 0. original sample household - no split from divorce or
separation of spouses or partners
411 1. split household - one half of couple from subhh 0 and new
spouse or partner, if any
289 2. split household - one half of couple from subhh 0 and new
spouse or partner, if any
36 5. split household - one half of couple from subhh 1 or 2
1 6. split household - one half of couple from subhh 1 or 2
46 7. reunited household - respondents from split household
reunite
8. split household - one half of couple from subhh 1 or 2
rsubhh 2020 sub household identification number
section: j2 level: pension type: character width: 1 decimals: 0
.................................................................................
6337 0. original sample household - no split from divorce or
separation of spouses or partners
356 1. split household - one half of couple from subhh 0 and new
spouse or partner, if any
257 2. split household - one half of couple from subhh 0 and new
spouse or partner, if any
29 5. split household - one half of couple from subhh 1 or 2
6. split household - one half of couple from subhh 1 or 2
35 7. reunited household - respondents from split household
reunite
8. split household - one half of couple from subhh 1 or 2
pn_sp 2022 spouse/partner person number
section: j2 level: pension type: character width: 3 decimals: 0
.................................................................................
1911 010. person identifier
179 011. person identifier
4 012. person identifier
1862 020. person identifier
56 021. person identifier
4 022. person identifier
30 030. person identifier
7 031. person identifier
61 040. person identifier
12 041. person identifier
1 043. person identifier
2887 blank. single respondent household
csr 2022 whether coversheet respondent
section: j2 level: pension type: numeric width: 1 decimals: 0
.................................................................................
4967 1. yes
33 3. 2nd coverscreen r, answers not retained
2014 5. no
famr 2022 whether family respondent
section: j2 level: pension type: numeric width: 1 decimals: 0
.................................................................................
4433 1. family r
2 3. 2nd family r, answers not retained
2579 5. non-family r
finr 2022 whether financial respondent
section: j2 level: pension type: numeric width: 1 decimals: 0
.................................................................................
5046 1. financial r
47 3. 2nd financial r, answers not retained
1921 5. non-financial r
j2jobndx job table index
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].jobindex
.................................................................................
6173 1-9. link to preload job table
839 10. new job added 2022
2 blank. inap (inapplicable); partial interview
j2z140 prev wave old pension type
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z140_oldpentype_v
*
.................................................................................
1601 1. db (formula)
2986 2. dc (account)
386 3. both type
165 8. dk (don't know); na (not ascertained)
148 9. rf (refused)
1728 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
.................................................................................
6270 1952-2023. actual value
32 9998. dk (don't know); na (not ascertained)
2 9999. rf (refused)
710 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
.................................................................................
3683 1959-2023. actual value
27 9998. dk (don't know); na (not ascertained)
17 9999. rf (refused)
3287 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
.................................................................................
232 1. northeast region: new england division (me, nh, vt, ma, ri,
ct)
656 2. northeast region: middle atlantic division (ny, nj, pa)
899 3. midwest region: east north central division (oh, in, il, mi,
wi)
453 4. midwest region: west north central division (mn, ia, mo, nd,
sd, ne, ks)
1373 5. south region: south atlantic division (de, md, dc, va, wv,
nc, sc, ga, fl)
354 6. south region: east south central division (ky, tn, al, ms)
482 7. south region: west south central division (ar, la, ok, tx)
435 8. west region: mountain division (mt, id, wy, co, nm, az, ut,
nv)
1008 9. west region: pacific division (wa, or, ca, ak, hi)
18 11. foreign country: not in a census division (includes u.s.
territories)
7 98. dk (don't know); na (not ascertained)
15 99. rf (refused)
1082 blank. inap (inapplicable); partial interview
j2z504 related job number
section: j2 level: pension type: character width: 3 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z504_jobid
.................................................................................
6175 301-309. text job id number
839 blank. newly added past pension
j2z139 prev wave pension index
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z139_pensionndx_v
.................................................................................
6363 1-8. link to preload pension table
651 blank. newly added past pension
j2z505 pension number for tracking
section: j2 level: pension type: character width: 3 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z505_pensionid
.................................................................................
6363 101-112. pension id number
651 blank. newly added past pension
j2z507 prev wave pension plan type
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z507_plantype
.................................................................................
2607 1. 401k plan
998 2. defined benefit plan
899 3. defined contribution plan
158 4. supplemental retirement account (sra)
24 5. 401a plan
362 6. 403b plan
82 7. 457 plan
102 8. thrift/savings plan (tsp)
42 9. profit-sharing plan
33 10. employee stock ownership plan (esop)
2 11. money purchase plan
1 12. portable cash option plan
19 13. employee stock purchase plan (espp)
55 14. sep or simple plan
33 15. combination plan
14 16. cash balance plan
37 95. ira provided by employer
460 97. other
137 98. dk (don't know); na (not ascertained)
166 99. rf (refused)
783 blank. newly added past pension
j2z508 preloaded plan provider type
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.bj_preload_pastpens[1].z508_typeprovider
*
.................................................................................
3644 1. private employer
1783 2. government employer
126 3. r's own business
363 4. union
339 97. other
44 98. dk (don't know); na (not ascertained)
27 99. rf (refused)
688 blank. newly added past pension
688 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
.................................................................................
3120 1. previous wave job
3360 2. old job
534 blank. newly added past pension
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:
new r:
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.)
instr: please do not include benefit plans that provides 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 rs your own employer, business or
union. for example, do not include plans from a current, former or deceased
spouse
.................................................................................
651 1. yes
5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
6363 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?
.................................................................................
15 -8. web non-response
4579 1. yes
458 2. yes, but some information needs updating
1302 5. no
6. no, never had this plan
8 8. dk (don't know); na (not ascertained)
9. rf (refused)
652 blank. inap (inapplicable); partial interview
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.
.................................................................................
462 1. withdrew all of the money/received full amount as cash
settlement or lump-sum
63 2. combined with another plan
39 3. transferred to new employer
468 4. rolled over into ira
5. lost all benefits
6 6. plan frozen, or lost some benefits
39 7. converted to or purchased an annuity
22 8. receiving regular payments/benefits
8 9. withdrew some of the money
95. duplicate pension plan
196 97. other
98. dk (don't know); na (not ascertained)
99. rf (refused)
5711 blank. inap (inapplicable); partial interview
j2w404m2 plan status -2
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[2].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.
.................................................................................
3 1. withdrew all of the money/received full amount as cash
settlement or lump-sum
1 2. combined with another plan
1 3. transferred to new employer
7 4. rolled over into ira
5. lost all benefits
6. plan frozen, or lost some benefits
4 7. converted to or purchased an annuity
6 8. receiving regular payments/benefits
6 9. withdrew some of the money
11 97. other
98. dk (don't know); na (not ascertained)
99. rf (refused)
6975 blank. inap (inapplicable); partial interview
j2w404m3 plan status -3
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[3].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
97. other
98. dk (don't know); na (not ascertained)
99. rf (refused)
7014 blank. inap (inapplicable); partial interview
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.
.................................................................................
36 -8. web non-response
2951 1. 401k plan
1083 2. defined benefit plan
967 3. defined contribution plan
162 4. supplemental retirement account (sra)
21 5. 401a plan
394 6. 403b plan
93 7. 457 plan
111 8. thrift/savings plan (tsp)
45 9. profit-sharing plan
37 10. employee stock ownership plan (esop)
3 11. money purchase plan
1 12. portable cash option plan
21 13. employee stock purchase plan (espp)
56 14. sep or simple plan
34 15. combination plan
14 16. cash balance plan
48 95. ira provided by employer
8 96. ira not provided by employer
489 97. other
186 98. dk (don't know); na (not ascertained)
161 99. rf (refused)
93 blank. inap (inapplicable); partial interview
j2z200 rpt yr
section: j2 level: pension type: numeric width: 4 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z200_yrrptpastpen
.................................................................................
6363 1992-2018. actual value
651 blank. inap (inapplicable); partial interview
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.'
.................................................................................
6339 301-309. job number
14 888. web non-response
329 911. current employer
8 912. last employer
7 913. most recent employer
914. longest held job employer
5 996. current self-employment
108 997. not on list: specify
1 998. dk (don't know); na (not ascertained)
1 999. rf (refused)
202 blank. inap (inapplicable); partial interview
j2w460 related job number - updated
section: j2 level: pension type: character width: 3 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w460_updatedjobid
*
.................................................................................
634 301-307. job number
6380 blank. inap (inapplicable); partial interview
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]?
.................................................................................
33 -8. web non-response
6475 1952-2023. actual value
4 9998. dk (don't know); na (not ascertained)
3 9999. rf (refused)
499 blank. inap (inapplicable); partial interview
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
.................................................................................
132 -8. web non-response
3862 1959-2023. actual value
9 9998. dk (don't know); na (not ascertained)
3 9999. rf (refused)
3008 blank. inap (inapplicable); partial interview
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.
.................................................................................
45 -8. web non-response
251 1. northeast region: new england division (me, nh, vt, ma, ri,
ct)
691 2. northeast region: middle atlantic division (ny, nj, pa)
966 3. midwest region: east north central division (oh, in, il, mi,
wi)
484 4. midwest region: west north central division (mn, ia, mo, nd,
sd, ne, ks)
1481 5. south region: south atlantic division (de, md, dc, va, wv,
nc, sc, ga, fl)
374 6. south region: east south central division (ky, tn, al, ms)
519 7. south region: west south central division (ar, la, ok, tx)
466 8. west region: mountain division (mt, id, wy, co, nm, az, ut,
nv)
1082 9. west region: pacific division (wa, or, ca, ak, hi)
22 11. foreign country: not in a census division (includes u.s.
territories)
5 98. don't know
16 99. refuse
612 blank. inap (inapplicable); partial interview
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.
.................................................................................
28 -8. web non-response
4037 1. private employer
1946 2. government employer
136 3. r's own business
394 4. union
360 97. other
54 98. dk (don't know); na (not ascertained)
28 99. rf (refused)
31 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
.................................................................................
7014 1-9. actual values
blank. inap (inapplicable); partial interview
j2w790 updated job status
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.w790_updatedz503
.................................................................................
3048 1. previous wave job
3291 2. old job
8. dk (don't know); na (not ascertained)
9. rf (refused)
675 blank. inap (inapplicable); partial interview
j2w452 whether plan from new or same job
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].w452_pensionfromnewjoborsamejobaspw
.................................................................................
2422 1. yes
4592 5. no
blank. inap (inapplicable); partial interview
j2w419 followupintro
section: j2 level: pension type: numeric width: 2 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.
.................................................................................
7014 1. continue
8. dk (don't know); na (not ascertained)
9. rf (refused)
blank. inap (inapplicable); partial interview
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.
.................................................................................
146 1. receiving regular payments/benefits
274 2. left money in the account
14 3. withdrew all of the money/received full amount as cash
settlement or lump-sum
29 4. withdrew some of the money
47 5. rolled over into ira
6 6. converted to or purchased an annuity
36 7. haven't done anything with plan/waiting to become eligible
for benefits
6 8. combined it with another plan
7 9. transferred to new employer
10. lost all benefits
11. frozen, or lost some benefits
31 97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
6418 blank. inap (inapplicable); partial interview
j2w420m2 what happened to pw job plan -2
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[2].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.
.................................................................................
8 1. receiving regular payments/benefits
11 2. left money in the account
3. withdrew all of the money/received full amount as cash
settlement or lump-sum
10 4. withdrew some of the money
6 5. rolled over into ira
2 6. converted to or purchased an annuity
3 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
8 97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
6966 blank. inap (inapplicable); partial interview
j2w420m3 what happened to pw job plan -3
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[3].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
1 2. left money in the account
3. withdrew all of the money/received full amount as cash
settlement or lump-sum
2 4. withdrew some of the money
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
2 97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
7009 blank. inap (inapplicable); partial interview
j2w420m4 what happened to pw job plan -4
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[4].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)
7014 blank. inap (inapplicable); partial interview
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
114 1. yes
31 5. no
1 8. dk (don't know); na (not ascertained)
9. rf (refused)
6867 blank. inap (inapplicable); partial interview
j2w434 plan status-receiving regular benefits
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w434_receiving
.................................................................................
1763 1. yes
5251 5. no
blank. inap (inapplicable); partial interview
j2w435 plan status-left money in the account
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w435_leftmoney
.................................................................................
286 1. yes
6728 5. no
blank. inap (inapplicable); partial interview
j2w436 plan status-withdrew all money
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w436_withdrewallmoney
.................................................................................
479 1. yes
6535 5. no
blank. inap (inapplicable); partial interview
j2w437 plan status-withdrew some money
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w437_withdrewsomemoney
.................................................................................
384 1. yes
6630 5. no
blank. inap (inapplicable); partial interview
j2w439 plan status-rolled into ira
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w439_rolledoverintoira
.................................................................................
672 1. yes
6342 5. no
blank. inap (inapplicable); partial interview
j2w440 plan status-converted to annuity
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w440_converttoannuity
.................................................................................
51 1. yes
6963 5. no
blank. inap (inapplicable); partial interview
j2w441 plan status-did nothing with plan yet
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w441_noaction
.................................................................................
39 1. yes
6975 5. no
blank. inap (inapplicable); partial interview
j2w443 plan status-combined with other plan
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w443_combinedwithotherplan
.................................................................................
70 1. yes
6944 5. no
blank. inap (inapplicable); partial interview
j2w444 plan status-tranfer to new employer
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w444_transferredtonewemployer
.................................................................................
47 1. yes
6967 5. no
blank. inap (inapplicable); partial interview
j2w445 plan status-lost all benefits
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w445_lostallbenefits
.................................................................................
1. yes
7014 5. no
blank. inap (inapplicable); partial interview
j2w446 plan status-frozen/lost some benefits
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w446_frozenorlostsomebenefits
.................................................................................
6 1. yes
7008 5. no
blank. inap (inapplicable); partial interview
j2w447 plan status-did something else with plan
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w447_other
.................................................................................
248 1. yes
6766 5. no
blank. inap (inapplicable); partial interview
j2w448 plan status-dk what happened to plan
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w448_dontknow
.................................................................................
1. yes
7014 5. no
blank. inap (inapplicable); partial interview
j2w449 plan status-rf what happened to plan
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w449_refusal
.................................................................................
1. yes
7014 5. no
blank. inap (inapplicable); partial interview
j2w451 plan status
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w451_dead
user note: plans will be assigned active (w451=5) or dead (w451=1) based on
their status for the purpose of controlling which follow-up questions will be
asked. if both an active and a dead status code are chosen, plan will be
considered active, with the exception that if they report there is no money left
in the plan (w458=5), the plan will be considered dead.
.................................................................................
1314 1. yes
5700 5. no
blank. inap (inapplicable); partial interview
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.
.................................................................................
73 101-106. pension id number
1 888. web non-response
11 996. ira: specify
30 997. not on list
1 998. dk (don't know); na (not ascertained)
1 999. rf (refused)
6897 blank. inap (inapplicable); partial interview
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?
.................................................................................
5 1. yes
25 5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
6984 blank. inap (inapplicable); partial interview
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?
.................................................................................
1. yes
5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
7014 blank. inap (inapplicable); partial interview
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
3989 0 72 15.60 11.52 2697
-----------------------------------------------------------------
84 -8. web non-response
219 98. dk (don't know); na (not ascertained)
25 99. rf (refused)
j2850 given choice-automatic enroll
section: j2 level: pension type: numeric width: 2 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?
.................................................................................
4 -8. web non-response
272 1. have to sign up
209 3. automatically enrolled
17 8. dk (don't know); na (not ascertained)
9. rf (refused)
6512 blank. inap (inapplicable); partial interview
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.
.................................................................................
12 -8. web non-response
151 1. defined benefit (formula)
292 2. defined contribution (account)
75 3. both types
120 8. dk (don't know); na (not ascertained)
6 9. rf (refused)
6358 blank. inap (inapplicable); partial interview
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]?
.................................................................................
12 -8. web non-response
133 1. yes
1606 5. no
53 8. dk (don't know); na (not ascertained)
2 9. rf (refused)
5208 blank. inap (inapplicable); partial interview
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
.................................................................................
44 1. [r's contribution level changed/my contribution levels
changed]
9 2. required age or years of service changed
25 3. benefits formula changed
2 4. benefits frozen
19 5. employer contribution or match rate changed
29 7. other (specify)
5 8. dk (don't know); na (not ascertained)
9. rf (refused)
6881 blank. inap (inapplicable); partial interview
j2w429m2 how pension rules changed -2
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[2].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]
4 2. required age or years of service changed
4 3. benefits formula changed
4. benefits frozen
5 5. employer contribution or match rate changed
1 7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
6997 blank. inap (inapplicable); partial interview
j2w429m3 how pension rules changed -3
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[3].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
2 3. benefits formula changed
4. benefits frozen
2 5. employer contribution or match rate changed
7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
7010 blank. inap (inapplicable); partial interview
j2w429m4 how pension rules changed -4
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[4].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
1 4. benefits frozen
5. employer contribution or match rate changed
7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
7013 blank. inap (inapplicable); partial interview
j2w429m5 how pension rules changed -5
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[5].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)
7014 blank. inap (inapplicable); partial interview
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?
.................................................................................
49 -8. web non-response
4141 1. yes
698 2. assigned yes
648 5. no
139 8. dk (don't know); na (not ascertained)
25 9. rf (refused)
1314 blank. inap (inapplicable); partial interview
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
2707 0 13003546 195261.00 513202.35 2176
-----------------------------------------------------------------
207 -8. web non-response
1636 99999998. dk (don't know); na (not ascertained)
288 99999999. rf (refused)
j2w455 zero amount in pension now
section: j2 level: pension type: numeric width: 3 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.
.................................................................................
2 1. continue
7012 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.
.................................................................................
1037 0. value of breakpoint
30 10000. value of breakpoint
287 10001. value of breakpoint
62 50000. value of breakpoint
235 50001. value of breakpoint
36 100000. value of breakpoint
240 100001. value of breakpoint
20 250000. value of breakpoint
177 250001. value of breakpoint
4890 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
*
.................................................................................
214 9999. value of breakpoint
30 10000. value of breakpoint
351 49999. value of breakpoint
62 50000. value of breakpoint
240 99999. value of breakpoint
36 100000. value of breakpoint
179 249999. value of breakpoint
20 250000. value of breakpoint
992 99999996. greater than maximum breakpoint
4890 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
*
.................................................................................
108 0. no breakpoint values given during interview
608 98. dk (don't know); na (not ascertained)
218 99. rf (refused)
6080 blank. inap (inapplicable); partial interview
j2w002 amount in pension when left
section: j2 level: pension type: numeric width: 8 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
278 0 3000000 197308.06 374857.25 6616
-----------------------------------------------------------------
2 -8. web non-response
9999996. still working for this employer
9999996. still working for this employer
97 99999998. dk (don't know); na (not ascertained)
21 99999999. 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.
.................................................................................
56 0. value of breakpoint
1 10000. value of breakpoint
26 10001. value of breakpoint
2 50000. value of breakpoint
14 50001. value of breakpoint
13 100001. value of breakpoint
1 250000. value of breakpoint
7 250001. value of breakpoint
6894 blank. inap (inapplicable); partial interview
j2w004 amount in pension when left - max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w004a
*
.................................................................................
12 9999. value of breakpoint
1 10000. value of breakpoint
28 49999. value of breakpoint
2 50000. value of breakpoint
14 99999. value of breakpoint
11 249999. value of breakpoint
1 250000. value of breakpoint
51 99999996. greater than maximum breakpoint
6894 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
*
.................................................................................
6 0. no breakpoint values given during interview
28 98. dk (don't know); na (not ascertained)
12 99. rf (refused)
6968 blank. inap (inapplicable); partial interview
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?
.................................................................................
4 1. yes
2 5. no
1 8. dk (don't know); na (not ascertained)
9. rf (refused)
7007 blank. inap (inapplicable); partial interview
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?
.................................................................................
10 -8. web non-response
1307 1. yes
649 5. no
183 8. dk (don't know); na (not ascertained)
4 9. rf (refused)
4861 blank. inap (inapplicable); partial interview
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?
.................................................................................
204 1. yes
1100 5. no
1 8. dk (don't know); na (not ascertained)
2 9. rf (refused)
5707 blank. inap (inapplicable); partial interview
j2w433 amount of loan balance
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w433_
what is the amount of the loan balance?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
192 95 370000 12116.42 28212.33 6810
-----------------------------------------------------------------
1 -8. web non-response
8 99999998. dk (don't know); na (not ascertained)
3 99999999. rf (refused)
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)?
.................................................................................
16 -8. web non-response
1788 1. yes
530 5. no
15 8. dk (don't know); na (not ascertained)
5 9. rf (refused)
4660 blank. inap (inapplicable); partial interview
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.
.................................................................................
11 -8. web non-response
1180 1. percent of pay
296 3. amount per month
92 4. amount per year
109 5. amount every two weeks
67 8. dk (don't know); na (not ascertained)
32 9. rf (refused)
5227 blank. inap (inapplicable); partial interview
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
1090 1 100 9.08 8.54 5735
-----------------------------------------------------------------
12 -8. web non-response
133 998. dk (don't know); na (not ascertained)
44 999. 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.
.................................................................................
101 0. value of breakpoint
9 3. value of breakpoint
29 4. value of breakpoint
11 6. value of breakpoint
21 7. value of breakpoint
4 9. value of breakpoint
7 10. value of breakpoint
1 12. value of breakpoint
6 13. value of breakpoint
6825 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
9 3. value of breakpoint
35 5. value of breakpoint
11 6. value of breakpoint
25 8. value of breakpoint
4 9. value of breakpoint
7 11. value of breakpoint
1 12. value of breakpoint
92 99999996. greater than maximum breakpoint
6825 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
*
.................................................................................
7 0. no breakpoint values given during interview
53 98. dk (don't know); na (not ascertained)
39 99. rf (refused)
6915 blank. inap (inapplicable); partial interview
j2406 amt-own contribution
section: j2 level: pension type: numeric width: 8 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]?
.................................................................................
9 -8. web non-response
471 0-250000. actual value
16 99999998. dk (don't know); na (not ascertained)
1 99999999. rf (refused)
6517 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.
.................................................................................
14 0. value of breakpoint
2 751. value of breakpoint
1 2000. value of breakpoint
4 2001. value of breakpoint
2 5000. value of breakpoint
1 5001. value of breakpoint
2 10001. value of breakpoint
6988 blank. inap (inapplicable); partial interview
j2408 amt-own contribution - max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j408_
*
.................................................................................
2 1999. value of breakpoint
1 2000. value of breakpoint
6 4999. value of breakpoint
2 5000. value of breakpoint
9999. value of breakpoint
15 99999996. greater than maximum breakpoint
6988 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_
*
.................................................................................
6 0. no breakpoint values given during interview
9 98. dk (don't know); na (not ascertained)
99. rf (refused)
6999 blank. inap (inapplicable); partial interview
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)?
.................................................................................
5 -8. web non-response
1611 1. yes
477 5. no
50 8. dk (don't know); na (not ascertained)
2 9. rf (refused)
4869 blank. inap (inapplicable); partial interview
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.
.................................................................................
16 -8. web non-response
1038 1. percent of pay
83 3. amount per month
82 4. amount per year
19 5. amount every 2 weeks
142 6. [[vol] same as my contribution/same as my contribution]
37 7. [[vol] half of my contribution/half of my contribution]
171 8. dk (don't know); na (not ascertained)
23 9. rf (refused)
5403 blank. inap (inapplicable); partial interview
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
919 1 100 6.11 8.01 5766
-----------------------------------------------------------------
310 998. dk (don't know); na (not ascertained)
19 999. 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.
.................................................................................
186 0. value of breakpoint
23 3. value of breakpoint
34 4. value of breakpoint
37 6. value of breakpoint
25 7. value of breakpoint
7 9. value of breakpoint
9 10. value of breakpoint
2 12. value of breakpoint
5 13. value of breakpoint
6686 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
*
.................................................................................
25 2. value of breakpoint
23 3. value of breakpoint
46 5. value of breakpoint
37 6. value of breakpoint
30 8. value of breakpoint
7 9. value of breakpoint
7 11. value of breakpoint
2 12. value of breakpoint
151 99999996. greater than maximum breakpoint
6686 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
*
.................................................................................
24 0. no breakpoint values given during interview
121 98. dk (don't know); na (not ascertained)
22 99. rf (refused)
6847 blank. inap (inapplicable); partial interview
j2398 amt-employer contribution
section: j2 level: pension type: numeric width: 8 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]?
.................................................................................
9 -8. web non-response
145 0-40000. actual value
29 99999998. dk (don't know); na (not ascertained)
1 99999999. rf (refused)
6830 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.
.................................................................................
19 0. value of breakpoint
1 1500. value of breakpoint
8 1501. value of breakpoint
1 5000. value of breakpoint
5 5001. value of breakpoint
4 10001. value of breakpoint
1 30001. value of breakpoint
6975 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_
*
.................................................................................
5 1499. value of breakpoint
1 1500. value of breakpoint
11 4999. value of breakpoint
1 5000. value of breakpoint
5 9999. value of breakpoint
3 29999. value of breakpoint
13 99999996. greater than maximum breakpoint
6975 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_
*
.................................................................................
8 0. no breakpoint values given during interview
8 98. dk (don't know); na (not ascertained)
99. rf (refused)
6998 blank. inap (inapplicable); partial interview
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?
.................................................................................
6 -8. web non-response
45 1. yes
431 5. no
50 8. dk (don't know); na (not ascertained)
2 9. rf (refused)
6480 blank. inap (inapplicable); partial interview
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
2660 0 100 55.32 42.34 2207
-----------------------------------------------------------------
85 -8. web non-response
349 996. [vol] this is a target date/life cycle fund
1619 998. dk (don't know); na (not ascertained)
94 999. 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.
.................................................................................
1414 0. value of breakpoint
20 20. value of breakpoint
98 21. value of breakpoint
44 40. value of breakpoint
97 41. value of breakpoint
26 60. value of breakpoint
65 61. value of breakpoint
3 80. value of breakpoint
27 81. value of breakpoint
5220 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
*
.................................................................................
105 19. value of breakpoint
20 20. value of breakpoint
128 39. value of breakpoint
44 40. value of breakpoint
107 59. value of breakpoint
26 60. value of breakpoint
54 79. value of breakpoint
3 80. value of breakpoint
1307 99999996. greater than maximum breakpoint
5220 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
*
.................................................................................
88 0. no breakpoint values given during interview
1150 98. dk (don't know); na (not ascertained)
94 99. rf (refused)
5682 blank. inap (inapplicable); partial interview
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?
.................................................................................
37 -8. web non-response
2667 1. yes
24 3. [only the share r contributes/only the share i contribute]
1879 5. no
3 6. iwer-admin: [vol]no, it's in a target or lifecycle fund
175 8. dk (don't know); na (not ascertained)
23 9. rf (refused)
2206 blank. inap (inapplicable); partial interview
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?
.................................................................................
3 -8. web non-response
2136 1. all
381 2. some
71 3. a little
7 6. (vol) i can control my share, but not my employer's
[iwer-administered only]
65 8. dk (don't know); na (not ascertained)
4 9. rf (refused)
4347 blank. inap (inapplicable); partial interview
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]?
.................................................................................
5 -8. web non-response
475 1. yes
1870 5. no
17 8. dk (don't know); na (not ascertained)
5 9. rf (refused)
4642 blank. inap (inapplicable); partial interview
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?
.................................................................................
1. yes
3 5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
7011 blank. inap (inapplicable); partial interview
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?
.................................................................................
4 -8. web non-response
109 1. more stocks
218 3. less stocks
5 4. [vol] more in target/life cycle funds [iwer-administered
only]
1 5. [vol] less in target/life cycle funds [iwer-administered
only]
107 7. other (specify)
23 8. dk (don't know); na (not ascertained)
7 9. rf (refused)
6540 blank. inap (inapplicable); partial interview
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?
.................................................................................
1 -8. web non-response
270 1. yes
1044 5. no
60 7. not applicable (e.g., non-profit)
53 8. dk (don't know); na (not ascertained)
9. rf (refused)
5586 blank. inap (inapplicable); partial interview
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
235 0 100 39.29 36.11 6744
-----------------------------------------------------------------
35 998. 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.
.................................................................................
24 0. value of breakpoint
2 20. value of breakpoint
5 21. value of breakpoint
1 40. value of breakpoint
3 41. value of breakpoint
60. value of breakpoint
61. value of breakpoint
6979 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
*
.................................................................................
10 19. value of breakpoint
2 20. value of breakpoint
6 39. value of breakpoint
1 40. value of breakpoint
4 59. value of breakpoint
60. value of breakpoint
79. value of breakpoint
12 99999996. greater than maximum breakpoint
6979 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
*
.................................................................................
0. no breakpoint values given during interview
14 98. dk (don't know); na (not ascertained)
99. rf (refused)
7000 blank. inap (inapplicable); partial interview
j2988 target date or life cycle fund
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j988a
is any of this account balance in a target date or life cycle fund?
instr: if r is unsure and wants clarification, use dk.
web-administered text:
is any of this account balance in a target date or life cycle fund?
.................................................................................
66 -8. web non-response
924 1. yes
2697 5. no
1072 8. dk (don't know)
47 9. rf (refused)
2208 blank. inap (inapplicable); partial interview
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)?
.................................................................................
30 -8. web non-response
1581 1. yes
230 2. assigned yes
3998 5. no
22 8. dk (don't know); na (not ascertained)
38 9. rf (refused)
1115 blank. inap (inapplicable); partial interview
j2w013 amount converted to annuity
section: j2 level: pension type: numeric width: 8 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
38 10000 2000000 248236.84 354885.40 6963
-----------------------------------------------------------------
4 -8. web non-response
6 99999998. dk (don't know); na (not ascertained)
3 99999999. rf (refused)
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?
.................................................................................
21 1. yes
30 5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
6963 blank. inap (inapplicable); partial interview
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?
.................................................................................
14 -8. web non-response
1701 21-85. actual value
63 98. dk (don't know); na (not ascertained)
3 99. rf (refused)
5233 blank. inap (inapplicable); partial interview
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.
.................................................................................
97 1-11. actual value
2 98. dk (don't know); na (not ascertained)
99. rf (refused)
6915 blank. inap (inapplicable); partial interview
j2w015 amount of benefits
section: j2 level: pension type: numeric width: 8 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:
.................................................................................
50 -8. web non-response
1516 0-400000. actual value
94 99999998. dk (don't know); na (not ascertained)
121 99999999. rf (refused)
5233 blank. inap (inapplicable); partial interview
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
1283 4. month
224 6. year
10 7. other(specify)
8. dk (don't know); na (not ascertained)
1 9. rf (refused)
5450 blank. inap (inapplicable); partial interview
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?
.................................................................................
4 -8. web non-response
551 1. yes
927 5. no
34 8. dk (don't know); na (not ascertained)
9. rf (refused)
5498 blank. inap (inapplicable); partial interview
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?
.................................................................................
4 -8. web non-response
1430 1. [as long as r lives/as long as i live]
95 3. for a fixed time period
134 4. until the money runs out
58 5. [as long as r or r's spouse or partner lives/as long as i or
my spouse or partner live]
25 7. other (specify)
32 8. dk (don't know); na (not ascertained)
3 9. rf (refused)
5233 blank. inap (inapplicable); partial interview
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?
.................................................................................
4 -8. web non-response
22 2022-2033. actual value
19 9998. dk (don't know); na (not ascertained)
9999. rf (refused)
6969 blank. inap (inapplicable); partial interview
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 -8. web non-response
16 1-86. actual value
17 98. dk (don't know); na (not ascertained)
99. rf (refused)
6973 blank. inap (inapplicable); partial interview
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:
.................................................................................
5 -8. web non-response
35 1-30. number of years
17 98. dk (don't know); na (not ascertained)
99. rf (refused)
6957 blank. inap (inapplicable); partial interview
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?
.................................................................................
7 -8. web non-response
377 1. same benefit
320 2. reduced benefit
343 3. no benefit/benefits would end
1 4. (vol) guaranteed for some number of years [iwer-administered
only]
5. lump sum payment
49 7. other(specify)
45 8. dk (don't know); na (not ascertained)
3 9. rf (refused)
5869 blank. inap (inapplicable); partial interview
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?
.................................................................................
20 -8. web non-response
763 1. yes
2 2. assigned yes
897 5. no
122 8. dk (don't know); na (not ascertained)
6 9. rf (refused)
5204 blank. inap (inapplicable); partial interview
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
.................................................................................
126 1. yes, received payments
141 2. yes, rolled over into ira
1159 3. assigned yes
196 4. yes, withdrew money
5271 5. no
45 8. dk (don't know); na (not ascertained)
37 9. rf (refused)
39 blank. inap (inapplicable); partial interview
j2w427m2 withdrawals/irregular payments -2
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[2].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
5 2. yes, rolled over into ira
3. assigned yes
11 4. yes, withdrew money
4 5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
6992 blank. inap (inapplicable); partial interview
j2w427m3 withdrawals/irregular payments -3
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[3].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 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)
7012 blank. inap (inapplicable); partial interview
j2w427m4 withdrawals/irregular payments -4
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[4].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)
7014 blank. inap (inapplicable); partial interview
j2w063 total amt received in installments
section: j2 level: pension type: numeric width: 8 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
692 0 1700000 45832.83 121449.29 6153
-----------------------------------------------------------------
38 -8. web non-response
84 99999998. dk (don't know); na (not ascertained)
47 99999999. rf (refused)
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
.................................................................................
114 1. bought durables (house, car, etc.)
204 2. spent it
155 3. saved/invested
169 4. paid off debt
21 5. rolled into ira
11 6. gave it away
152 7. other (specify)
6 8. dk (don't know); na (not ascertained)
17 9. rf (refused)
6165 blank. inap (inapplicable); partial interview
j2w453m2 what done with money withdrawn -2
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[2].withdrawalstransfers.w453_
what did you do with the money?
instr: select all that apply
.................................................................................
19 1. bought durables (house, car, etc.)
41 2. spent it
21 3. saved/invested
35 4. paid off debt
1 5. rolled into ira
9 6. gave it away
61 7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
6827 blank. inap (inapplicable); partial interview
j2w453m3 what done with money withdrawn -3
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[3].withdrawalstransfers.w453_
what did you do with the money?
instr: select all that apply
.................................................................................
6 1. bought durables (house, car, etc.)
10 2. spent it
7 3. saved/invested
11 4. paid off debt
1 5. rolled into ira
8 6. gave it away
11 7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
6960 blank. inap (inapplicable); partial interview
j2w453m4 what done with money withdrawn -4
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[4].withdrawalstransfers.w453_
what did you do with the money?
instr: select all that apply
.................................................................................
1 1. bought durables (house, car, etc.)
1 2. spent it
1 3. saved/invested
1 4. paid off debt
5. rolled into ira
3 6. gave it away
7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
7007 blank. inap (inapplicable); partial interview
j2w453m5 what done with money withdrawn -5
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[5].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)
7014 blank. inap (inapplicable); partial interview
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:
.................................................................................
8 -8. web non-response
640 1985-2023. actual value
18 9998. dk (don't know); na (not ascertained)
5 9999. rf (refused)
6343 blank. inap (inapplicable); partial interview
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
500 0 3200000 241506.30 334896.12 6343
-----------------------------------------------------------------
33 -8. web non-response
80 99999998. dk (don't know); na (not ascertained)
58 99999999. rf (refused)
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
109 1997-2023. actual value
3 9998. dk (don't know); na (not ascertained)
1 9999. rf (refused)
6900 blank. inap (inapplicable); partial interview
j2w019 amount of transfer
section: j2 level: pension type: numeric width: 8 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
75 0 778000 112469.35 153880.33 6900
-----------------------------------------------------------------
10 -8. web non-response
24 99999998. dk (don't know); na (not ascertained)
5 99999999. rf (refused)
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?
.................................................................................
26 -8. web non-response
3204 1. yes
313 2. assigned yes
508 5. no
2892 6. assigned no
40 8. dk (don't know); na (not ascertained)
30 9. rf (refused)
1 blank. inap (inapplicable); partial interview
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?
.................................................................................
42 -8. web non-response
3145 50-95. actual value
18 96. answered in years
297 98. dk (don't know); na (not ascertained)
13 99. rf (refused)
3499 blank. inap (inapplicable); partial interview
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.
.................................................................................
153 1-12. actual value
3 98. dk (don't know); na (not ascertained)
99. rf (refused)
6858 blank. inap (inapplicable); partial interview
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
15 1 30 5.80 7.70 6999
-----------------------------------------------------------------
98. dk (don't know); na (not ascertained)
99. rf (refused)
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
93 1. go up
35 2. stay the same
5 8. dk (don't know); na (not ascertained)
9. rf (refused)
6879 blank. inap (inapplicable); partial interview
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?
.................................................................................
40 -8. web non-response
2287 1. yes
540 5. no
333 8. dk (don't know); na (not ascertained)
6 9. rf (refused)
3808 blank. inap (inapplicable); partial interview
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?
.................................................................................
8 -8. web non-response
1902 1. all
296 5. only some
80 8. dk (don't know); na (not ascertained)
1 9. rf (refused)
4727 blank. inap (inapplicable); partial interview
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?
.................................................................................
52 -8. web non-response
2195 1. yes
604 5. no
346 8. dk (don't know); na (not ascertained)
9 9. rf (refused)
3808 blank. inap (inapplicable); partial interview
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?
.................................................................................
43 -8. web non-response
2786 1. yes
189 5. no
182 8. dk (don't know); na (not ascertained)
6 9. rf (refused)
3808 blank. inap (inapplicable); partial interview
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.
.................................................................................
467 1. one time payment
519 2. keep money in account to take out later
2008 3. regular payments (monthly or annually)
66 8. dk (don't know); na (not ascertained)
10 9. rf (refused)
3944 blank. inap (inapplicable); partial interview
j2931m2 benefit withdraw options r plans -2
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[2].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.
.................................................................................
10 1. one time payment
42 2. keep money in account to take out later
60 3. regular payments (monthly or annually)
8. dk (don't know); na (not ascertained)
9. rf (refused)
6902 blank. inap (inapplicable); partial interview
j2931m3 benefit withdraw options r plans -3
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[3].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.
.................................................................................
3 1. one time payment
2. keep money in account to take out later
3 3. regular payments (monthly or annually)
8. dk (don't know); na (not ascertained)
9. rf (refused)
7008 blank. inap (inapplicable); partial interview
j2363 lump sum-amt plan to take
section: j2 level: pension type: numeric width: 10 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
299 0 4000000 95499.85 277500.66 6534
-----------------------------------------------------------------
159 9999999998. dk (don't know); na (not ascertained)
22 9999999999. 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.
.................................................................................
47 0. value of breakpoint
3 5000. value of breakpoint
26 5001. value of breakpoint
5 20000. value of breakpoint
34 20001. value of breakpoint
5 50000. value of breakpoint
38 50001. value of breakpoint
4 150000. value of breakpoint
19 150001. value of breakpoint
6833 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_
*
.................................................................................
12 4999. value of breakpoint
3 5000. value of breakpoint
28 19999. value of breakpoint
5 20000. value of breakpoint
35 49999. value of breakpoint
5 50000. value of breakpoint
35 149999. value of breakpoint
4 150000. value of breakpoint
54 99999996. greater than maximum breakpoint
6833 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_
*
.................................................................................
3 0. no breakpoint values given during interview
26 98. dk (don't know); na (not ascertained)
10 99. rf (refused)
6975 blank. inap (inapplicable); partial interview
j2932 amount leave in account
section: j2 level: pension type: numeric width: 10 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
350 0 2300000 169021.55 291718.57 6453
-----------------------------------------------------------------
45 -8. web non-response
144 9999999998. dk (don't know); na (not ascertained)
22 9999999999. 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.
.................................................................................
71 0. value of breakpoint
10 5000. value of breakpoint
36 5001. value of breakpoint
12 20000. value of breakpoint
32 20001. value of breakpoint
7 50000. value of breakpoint
17 50001. value of breakpoint
2 100000. value of breakpoint
3 100001. value of breakpoint
3 150000. value of breakpoint
18 150001. value of breakpoint
6803 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_
*
.................................................................................
21 4999. value of breakpoint
10 5000. value of breakpoint
42 19999. value of breakpoint
12 20000. value of breakpoint
28 49999. value of breakpoint
7 50000. value of breakpoint
12 99999. value of breakpoint
2 100000. value of breakpoint
2 149999. value of breakpoint
3 150000. value of breakpoint
72 99999996. greater than maximum breakpoint
6803 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_
*
.................................................................................
15 0. no breakpoint values given during interview
27 98. dk (don't know); na (not ascertained)
18 99. rf (refused)
6954 blank. inap (inapplicable); partial interview
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.
.................................................................................
61 -8. web non-response
126 1. percent of pay
1293 2. amount per month
165 3. amount per year
28 4. lump sum
542 8. dk (don't know); na (not ascertained)
56 9. rf (refused)
4743 blank. inap (inapplicable); partial interview
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
111 1 85 25.64 27.04 6888
-----------------------------------------------------------------
3 -8. web non-response
11 998. dk (don't know); na (not ascertained)
1 999. 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.
.................................................................................
9 0. value of breakpoint
1 21. value of breakpoint
4 41. value of breakpoint
1 80. value of breakpoint
6999 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_
*
.................................................................................
4 19. value of breakpoint
3 39. value of breakpoint
4 59. value of breakpoint
1 80. value of breakpoint
3 99999996. greater than maximum breakpoint
6999 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)
99. rf (refused)
7009 blank. inap (inapplicable); partial interview
j2357 amount regular payments
section: j2 level: pension type: numeric width: 10 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]?
.................................................................................
1 -8. web non-response
1395 0-1000000. actual value
622 9999999998. dk (don't know); na (not ascertained)
66 9999999999. rf (refused)
4930 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.
.................................................................................
314 0. value of breakpoint
23 6000. value of breakpoint
63 6001. value of breakpoint
44 12000. value of breakpoint
93 12001. value of breakpoint
27 24000. value of breakpoint
67 24001. value of breakpoint
11 36000. value of breakpoint
45 36001. value of breakpoint
6327 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_
*
.................................................................................
72 5999. value of breakpoint
23 6000. value of breakpoint
80 11999. value of breakpoint
44 12000. value of breakpoint
96 23999. value of breakpoint
27 24000. value of breakpoint
48 35999. value of breakpoint
11 36000. value of breakpoint
286 99999996. greater than maximum breakpoint
6327 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_
*
.................................................................................
19 0. no breakpoint values given during interview
204 98. dk (don't know); na (not ascertained)
47 99. rf (refused)
6744 blank. inap (inapplicable); partial interview
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?
.................................................................................
6 -8. web non-response
1065 1. [as long as r lives/as long as i live ]
440 3. for a fixed time period
477 4. until the money runs out
42 5. [as long as r or r's spouse or partner lives/as long as i or
my [husband/wife/partner] live]
27 7. other
144 8. dk (don't know); na (not ascertained)
9 9. rf (refused)
4804 blank. inap (inapplicable); partial interview
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?
.................................................................................
9 -8. web non-response
25 2024-2050. actual value
118 9998. dk (don't know); na (not ascertained)
2 9999. rf (refused)
6860 blank. inap (inapplicable); partial interview
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:
.................................................................................
6 -8. web non-response
32 20-95. actual value
103 98. dk (don't know); na (not ascertained)
1 99. rf (refused)
6872 blank. inap (inapplicable); partial interview
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:
.................................................................................
6 -8. web non-response
257 1-35. actual value
109 98. dk (don't know); na (not ascertained)
1 99. rf (refused)
6641 blank. inap (inapplicable); partial interview
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
967 1. same benefit
288 2. reduced benefit
197 3. no benefit/benefits would end
3 4. (vol) guaranteed for some number of years [iwer-administered
only]
5. lump sum payment
129 8. dk (don't know); na (not ascertained)
8 9. rf (refused)
5415 blank. inap (inapplicable); partial interview
j2w459 plan summary
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].w459_dead
*
.................................................................................
1618 1. yes
5396 5. no
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.
.................................................................................
2970 1. phone
3015 2. ftf
895 3. web
134 4. web-small
blank. inap (inapplicable); partial interview
vdate 2022 data model version
section: j2 level: pension type: numeric width: 1 decimals: 0
user note: this variable identifies which data model was used to interview the
household. please reference the data description for a summary of changes in
each data model.
.................................................................................
1155 1. version 1
1141 2. version 2
594 3. version 3
211 4. version 4
735 5. version 5
3178 6. version 6
version 2022 data release version
section: j2 level: pension type: numeric width: 1 decimals: 0
.................................................................................
7014 1. hrs 2022 early release - february 2024