WLS Codebooks
Note: Codebooks contain frequency data from the private data release. For some variables, these differ from the frequencies in the public release. Variables that differ between the public and private versions include "(not available on public release)" as part of the variable description, or a note indicating the difference between the public and private versions.
Phone: Pensions and Retirement
GPENS Pensions Module OVERVIEW In 1993, the scope of the pensions section was very narrow and focused primarily on the respondent. Information about coverage and benefit eligibility age was collected for employer provided pensions and IRA/Keogh plans; for all other retirement plans only participation was noted. The sole spousal question ascertained coverage through a pension plan from an employer. By 2004, the sample had aged into retirement making it essential to cover pensions in considerably greater detail. In the 2004 wave, the pensions section covered types of plans respondents were receiving and any benefits respondents were receiving from these plans. If they were not, they were asked when they would become eligible, and how much they expected to receive. (If they were currently receiving benefits, this information was collected in the income module.) In replicates seven through nine the pensions section queried married respondents in more detail about the coverage that would continue after their death for the surviving spouse. Most of the same information was collected from the spouse throughout the pensions section. A retirement attitudes section followed. All respondents were asked if they considered themselves completely, partly, or not at all retired. For those who had retired, the month and year of retirement were ascertained. Respondents who had not retired were asked when they planned on retiring and whether their spouse would retire at that time. Fifty percent of the respondents (conditioned on the RETFLAG) were asked about their current or expected post-retirement living standards, and about their post-retirement relationship with their spouse. Unfolding brackets followed questions asking for dollar amounts in this section. Associated with these items are four variables (identified by the eight characters of the variable name) detailing the information collected in the bracketing sequence. The character "b" is associated with a summary variable, "u" and "l" denote the upper and lower bounds and "e" indicates the entry point into the bracketing sequence. During the interview, interviewers had a chance to leave notes with additional information obtained from the respondents. The WLS staff reviewed and processed these notes using a standardized set of decision rules for each section. In many cases processing the notes resulted in changes to the coded responses which created inconsistencies in the skip pattern of the CASES instrument. While we put considerable effort into adjusting such discrepancies, we could not eliminate them all. Occasionally, notes indicated problematic cases due to the lack of specific information or, conversely, cases that contained extra information that was important enough to retain. In such instances we created a flag, identified by the character "f" and attached it to the variable name, for the affected variable. BRIEF VARIABLE DESCRIPTIONS GT101RE-GT111RE: Current / Expected Pension - Type, Benefit Receipt and Eligibility (Respondent) GT101SP-GT111SP: Current / Expected Pension - Benefit Receipt and Eligibility (Spouse) GT112RE-GT121RE: Retirement Experience / Outlook on Retirement GT122RE-GT124SP: Pension Plan Details (Last 3 Replicates of the Survey) Note: See Cor 880 in Appendix Q for variable creation details
gt101re: Besides Social Security, do you have any pension or retirement plans, including those you became eligible for through your spouse?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11d
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-3 | REFUSED | 10 | 38 | 48 |
-1 | DON'T KNOW | 0 | 7 | 7 |
1 | YES | 2931 | 2769 | 5700 |
2 | NO | 423 | 1072 | 1495 |
gt102re: Did Respondent report having employer provided pensions?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11d, b11e@a, b11e@b, b11e@c, b11e@d, b11e@e, b11e_f
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 3 | 15 | 18 |
-3 | REFUSED | 3 | 19 | 22 |
-2 | 433 | 1117 | 1550 | |
-1 | DON'T KNOW | 0 | 11 | 11 |
1 | YES | 1848 | 1493 | 3341 |
2 | NO | 1077 | 1231 | 2308 |
gt103re: Did Respondent report having IRAs or Keogh plans?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11d, b11e@a, b11e@b, b11e@c, b11e@d, b11e@e, b11e_f
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 3 | 15 | 18 |
-3 | REFUSED | 3 | 19 | 22 |
-2 | 433 | 1117 | 1550 | |
-1 | DON'T KNOW | 0 | 11 | 11 |
1 | YES | 1283 | 1300 | 2583 |
2 | NO | 1642 | 1424 | 3066 |
gt104re: Did Respondent report having 401k or 403b plans?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11d, b11e@a, b11e@b, b11e@c, b11e@d, b11e@e, b11e_f
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 3 | 15 | 18 |
-3 | REFUSED | 3 | 19 | 22 |
-2 | 433 | 1117 | 1550 | |
-1 | DON'T KNOW | 0 | 11 | 11 |
1 | YES | 1076 | 768 | 1844 |
2 | NO | 1849 | 1956 | 3805 |
gt105re: Did Respondent report having annuities?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11d, b11e@a, b11e@b, b11e@c, b11e@d, b11e@e, b11e_f
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 3 | 15 | 18 |
-3 | REFUSED | 3 | 19 | 22 |
-2 | 433 | 1117 | 1550 | |
-1 | DON'T KNOW | 0 | 11 | 11 |
1 | YES | 395 | 484 | 879 |
2 | NO | 2530 | 2240 | 4770 |
gt106re: Did Respondent report having a type of pension or retirement plan other than employer provided pensions, IRAs, Keogh plans, 401k or 403b plans, or annuities?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11d, b11e@a, b11e@b, b11e@c, b11e@d, b11e@e, b11e_f
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 3 | 15 | 18 |
-3 | REFUSED | 3 | 19 | 22 |
-2 | 433 | 1117 | 1550 | |
-1 | DON'T KNOW | 0 | 11 | 11 |
1 | YES | 509 | 404 | 913 |
2 | NO | 2416 | 2320 | 4736 |
gt107re: Are you currently receiving payments from any pension or retirement plans including employer provided pensions, IRAs, Keogh plans, 401k or 403b plans, annuities, or another plan?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11f, b11d
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 4 | 0 | 4 |
-3 | REFUSED | 4 | 6 | 10 |
-2 | 433 | 1117 | 1550 | |
-1 | DON'T KNOW | 1 | 3 | 4 |
1 | YES | 1867 | 1329 | 3196 |
2 | NO | 1055 | 1431 | 2486 |
gt122re: Will any or all of these regular payments you are receiving for pension or retirement plans continue for as long as you live?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11w1, b11d, b11f, group91
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 4 | 7 | 11 |
-3 | REFUSED | 2 | 0 | 2 |
-2 | 2790 | 3468 | 6258 | |
-1 | DON'T KNOW | 9 | 8 | 17 |
1 | YES/ALL | 490 | 345 | 835 |
2 | ONLY SOME | 45 | 45 | 90 |
3 | NO/NONE | 24 | 13 | 37 |
gt123re: If you were to die tomorrow, would some percentage of all or some of these life-long regular payments continue to be paid to your spouse for as long as he/she lived?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11w2, b11w1, b11d, b11f, married, group91
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 4 | 6 | 10 |
-2 | 2909 | 3623 | 6532 | |
-1 | DON'T KNOW | 4 | 9 | 13 |
1 | YES | 384 | 157 | 541 |
2 | NO | 63 | 91 | 154 |
gt124re: In the event of your death, approximately what share of those life-long regular payments would continue to be paid to your spouse for as long as he/she lived?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11w3, b11w2, b11w1, b11d, b11f, married, group91
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 4 | 6 | 10 |
-3 | REFUSED | 1 | 1 | 2 |
-2 | 2976 | 3723 | 6699 | |
-1 | DON'T KNOW | 4 | 5 | 9 |
1 | 100% | 132 | 65 | 197 |
2 | MORE THAN HALF | 108 | 31 | 139 |
3 | ABOUT HALF | 112 | 41 | 153 |
4 | LESS THAN HALF | 27 | 14 | 41 |
gt108re: Do you have any retirement plans from which you are not currently receiving benefits?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11g, b11f, b11d
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 7 | 5 | 12 |
-3 | REFUSED | 3 | 3 | 6 |
-2 | 433 | 1117 | 1550 | |
-1 | DON'T KNOW | 3 | 10 | 13 |
1 | YES | 1748 | 1985 | 3733 |
2 | NO | 1170 | 766 | 1936 |
gt109re: What is the earliest age at which you were or would be eligible for these pension or retirement benefits?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11h, b11g, b11f, b11d
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 9 | 9 | 18 |
-3 | REFUSED | 0 | 2 | 2 |
-2 | 1610 | 1896 | 3506 | |
-1 | DON'T KNOW | 55 | 160 | 215 |
1 | NOW/AT ANY AGE/WHENEVER I WANT | 542 | 527 | 1069 |
40 - 59 | 474 | 429 | 903 | |
60 - 63 | 285 | 233 | 518 | |
64 - 65 | 275 | 358 | 633 | |
66 - 79 | 114 | 272 | 386 |
gt110re: About how much do you expect to receive from these pension or retirement plans when you start receiving benefits?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11q75_1, b11g, b11f, b11d
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 8 | 6 | 14 |
-3 | REFUSED | 54 | 88 | 142 |
-2 | 1609 | 1896 | 3505 | |
-1 | DON'T KNOW | 734 | 1215 | 1949 |
0 - 500 | 150 | 210 | 360 | |
520 - 1500 | 176 | 174 | 350 | |
1600 - 6000 | 224 | 106 | 330 | |
7000 - 50000 | 241 | 128 | 369 | |
54000 - 5,000,000 | 168 | 63 | 231 |
gt110ref: Flag for: About how much do you expect to receive from these pension or retirement plans when you start receiving benefits?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11q75_1, b11g, b11f, b11d
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-2 | 3345 | 3870 | 7215 | |
1 | NOT PLANNING TO RECEIVE BENEFITS/TAKE REQUIRED MINIMUM | 18 | 14 | 32 |
2 | R PLANS TO WITHDRAW LUMP SUM | 7 | 11 | 18 |
gt111re: What is the unit on how much you expect to receive from these pension or retirement plans when you start receiving benefits?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11q75_2, b11q75_1, b11g, b11f, b11d
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 8 | 7 | 15 |
-2 | 2408 | 3208 | 5616 | |
1 | PER MONTH | 533 | 436 | 969 |
2 | PER YEAR | 271 | 104 | 375 |
3 | PERCENTAGE OF PAY | 2 | 1 | 3 |
4 | TOTAL SUM OF BENEFIT | 104 | 79 | 183 |
5 | LUMP SUM | 36 | 48 | 84 |
7 | SOMETHING ELSE | 2 | 3 | 5 |
gt110reb: Response summary for: About how much do you expect to receive from these pension or retirement plans when you start receiving benefits?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11q75_1, b11g, b11f, b11d
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-9 | ITEM NOT ON PATH | 1609 | 1896 | 3505 |
-6 | AMOUNT GIVEN | 959 | 681 | 1640 |
-5 | PARTIAL INTERVIEW - QUESTION NOT ASKED | 6 | 9 | 15 |
-4 | AMOUNT NOT ASCERTAINED | 8 | 6 | 14 |
0 | NO INFO IN BRACKETING | 158 | 343 | 501 |
1 | PARTIAL INFO IN BRACKETING | 91 | 157 | 248 |
2 | COMPLETE INFO IN BRACKETING | 539 | 803 | 1342 |
gt110rel: Bracket lower bound for: About how much do you expect to receive from these pension or retirement plans when you start receiving benefits?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11q75_1, b11g, b11f, b11d
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW - QUESTION NOT ASKED | 6 | 9 | 15 |
-2 | 2568 | 2577 | 5145 | |
0 | NO INFO IN BRACKETING | 282 | 719 | 1001 |
500 | 135 | 244 | 379 | |
1000 | 174 | 191 | 365 | |
2000 | 125 | 110 | 235 | |
4000 | 80 | 45 | 125 |
gt110reu: Bracket upper bound for: About how much do you expect to receive from these pension or retirement plans when you start receiving benefits?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11q75_1, b11g, b11f, b11d
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1921 | 1872 | 3793 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-2 | 2568 | 2577 | 5145 | |
500 | 142 | 357 | 499 | |
1000 | 146 | 267 | 413 | |
2000 | 118 | 176 | 294 | |
4000 | 90 | 68 | 158 |
gt110ree: Bracketing entry point for: About how much do you expect to receive from these pension or retirement plans when you start receiving benefits?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11q75_1, b11g, b11f, b11d
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 6 | 6 | 12 |
-2 | 2576 | 2583 | 5159 | |
500 | 245 | 429 | 674 | |
1000 | 258 | 402 | 660 | |
2000 | 279 | 466 | 745 |
gt101sp: Besides Social Security, does your spouse have any pension or retirement plans?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11ds, married
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-3 | REFUSED | 12 | 36 | 48 |
-2 | 501 | 1066 | 1567 | |
-1 | DON'T KNOW | 15 | 18 | 33 |
1 | YES | 1769 | 2378 | 4147 |
2 | NO | 1067 | 388 | 1455 |
gt107sp: Is your spouse currently receiving regular payments from any of these pension or retirement plans?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11fs, b11ds, married
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 4 | 0 | 4 |
-3 | REFUSED | 0 | 7 | 7 |
-2 | 1595 | 1508 | 3103 | |
-1 | DON'T KNOW | 2 | 8 | 10 |
1 | YES | 549 | 1703 | 2252 |
2 | NO | 1214 | 660 | 1874 |
gt122sp: Will any or all of these regular payments from these pension or retirement plans continue for as long as your spouse lives?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11w1s, b11ds, b11fs, married, group91
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 1 | 3 | 4 |
-3 | REFUSED | 1 | 2 | 3 |
-2 | 3199 | 3379 | 6578 | |
-1 | DON'T KNOW | 0 | 7 | 7 |
1 | YES/ALL | 146 | 458 | 604 |
2 | ONLY SOME | 4 | 20 | 24 |
3 | NO/NONE | 13 | 17 | 30 |
gt123sp: If your spouse were to die tomorrow, would some percentage of all or some of his/her life-long regular payments from these pension or retirement plans continue to be paid to you for as long as you live?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11w2s, b11w1s, b11ds, b11fs, married, group91
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 1 | 4 | 5 |
-2 | 3213 | 3405 | 6618 | |
-1 | DON'T KNOW | 10 | 10 | 20 |
1 | YES | 87 | 405 | 492 |
2 | NO | 53 | 62 | 115 |
gt124sp: Approximately what share of your spouse's life-long regular payments from these pension or retirement plans would continue to be paid to you for as long as you lived?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11w3s, b11w2s, b11w1s, b11ds, b11fs, married, group91
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 1 | 4 | 5 |
-3 | REFUSED | 0 | 3 | 3 |
-2 | 3276 | 3477 | 6753 | |
-1 | DON'T KNOW | 4 | 23 | 27 |
1 | 100% | 36 | 123 | 159 |
2 | MORE THAN HALF | 18 | 103 | 121 |
3 | ABOUT HALF | 25 | 124 | 149 |
4 | LESS THAN HALF | 4 | 29 | 33 |
gt108sp: Does your spouse have any retirement plans from which he/she is not currently receiving benefits?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11gs, b11fs, b11ds, married
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 4 | 1 | 5 |
-3 | REFUSED | 0 | 8 | 8 |
-2 | 1595 | 1508 | 3103 | |
-1 | DON'T KNOW | 4 | 38 | 42 |
1 | YES | 1414 | 1209 | 2623 |
2 | NO | 347 | 1122 | 1469 |
gt109sp: What is the earliest age at which your spouse was or would be eligible for these benefits from retirement plans he/she is not currently receiving?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11hs, b11gs, b11fs, b11ds, married
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 8 | 8 | 16 |
-3 | REFUSED | 1 | 2 | 3 |
-2 | 1947 | 2677 | 4624 | |
-1 | DON'T KNOW | 66 | 120 | 186 |
1 | NOW/AT ANY AGE/WHENEVER I WANT | 258 | 267 | 525 |
40 - 59 | 360 | 212 | 572 | |
60 - 62 | 368 | 165 | 533 | |
63 - 65 | 286 | 219 | 505 | |
66 - 95 | 70 | 216 | 286 |
gt109spf: Flag for: What is the earliest age at which your spouse was or would be eligible for these benefits from retirement plans he/she is not currently receiving?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11hs, b11gs, b11fs, b11ds, married
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-2 | 3362 | 3891 | 7253 | |
3 | WILL BECOME ELIGIBLE FOR BENEFITS UPON RETIREMENT | 8 | 4 | 12 |
gt110sp: About how much does your spouse expect to receive from these retirement plans when he/she starts receiving benefits?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11q76_1, b11gs, b11fs, b11ds, married
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 7 | 10 | 17 |
-3 | REFUSED | 42 | 63 | 105 |
-2 | 1946 | 2676 | 4622 | |
-1 | DON'T KNOW | 589 | 708 | 1297 |
0 - 500 | 237 | 97 | 334 | |
550 - 1000 | 166 | 85 | 251 | |
1100 - 3000 | 158 | 109 | 267 | |
3200 - 35000 | 153 | 89 | 242 | |
36000 - 4,000,000 | 66 | 49 | 115 |
gt111sp: What is the unit on how much your spouse expects to receive from these retirement plans when he/she starts receiving benefits?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11q76_2, b11q76_1, b11gs, b11fs, b11ds, married
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 7 | 10 | 17 |
-2 | 2586 | 3451 | 6037 | |
1 | PER MONTH | 556 | 317 | 873 |
2 | PER YEAR | 141 | 64 | 205 |
3 | PERCENTAGE OF PAY | 0 | 1 | 1 |
4 | TOTAL SUM OF BENEFIT | 50 | 25 | 75 |
5 | LUMP SUM | 23 | 18 | 41 |
7 | SOMETHING ELSE | 1 | 0 | 1 |
gt110spb: Response summary for: About how much does your spouse expect to receive from these retirement plans when he/she starts receiving benefits?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11q76_1, b11gs, b11fs, b11ds, married
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-9 | ITEM NOT ON PATH | 1946 | 2676 | 4622 |
-6 | AMOUNT GIVEN | 780 | 429 | 1209 |
-5 | PARTIAL INTERVIEW - QUESTION NOT ASKED | 6 | 9 | 15 |
-4 | AMOUNT NOT ASCERTAINED | 7 | 10 | 17 |
0 | NO INFO IN BRACKETING | 166 | 255 | 421 |
1 | PARTIAL INFO IN BRACKETING | 58 | 118 | 176 |
2 | COMPLETE INFO IN BRACKETING | 407 | 398 | 805 |
gt110spl: Bracket lower bound for: About how much does your spouse expect to receive from these retirement plans when he/she starts receiving benefits?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11q76_1, b11gs, b11fs, b11ds, married
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW - QUESTION NOT ASKED | 6 | 9 | 15 |
-2 | 2726 | 3105 | 5831 | |
0 | NO INFO IN BRACKETING | 310 | 381 | 691 |
500 | 128 | 113 | 241 | |
1000 | 116 | 131 | 247 | |
2000 | 67 | 98 | 165 | |
4000 | 17 | 58 | 75 |
gt110spu: Bracket upper bound for: About how much does your spouse expect to receive from these retirement plans when he/she starts receiving benefits?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11q76_1, b11gs, b11fs, b11ds, married
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1840 | 1826 | 3666 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-2 | 2726 | 3105 | 5831 | |
500 | 140 | 99 | 239 | |
1000 | 130 | 118 | 248 | |
2000 | 107 | 107 | 214 | |
4000 | 42 | 62 | 104 |
gt110spe: Bracketing entry point for: About how much does your spouse expect to receive from these retirement plans when he/she starts receiving benefits?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11q76_1, b11gs, b11fs, b11ds, married
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 2 | 2 | 4 |
-2 | 2733 | 3115 | 5848 | |
500 | 195 | 232 | 427 | |
1000 | 217 | 280 | 497 | |
2000 | 217 | 257 | 474 |
gt112re: At this time do you consider yourself partly retired, completely retired, or not retired at all?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11q485
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-3 | REFUSED | 3 | 5 | 8 |
-1 | DON'T KNOW | 1 | 11 | 12 |
1 | COMPLETELY RETIRED | 1577 | 2064 | 3641 |
2 | PARTLY RETIRED | 915 | 743 | 1658 |
3 | NOT RETIRED AT ALL | 868 | 1063 | 1931 |
gt112ref: Flag for: At this time do you consider yourself partly retired, completely retired, or not retired at all?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11q485
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-2 | 3369 | 3878 | 7247 | |
1 | NOT IN LABOR FORCE / HOMEMAKER | 1 | 17 | 18 |
gt113re: At what age do you plan to stop working?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11q490a, b11q485
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-3 | REFUSED | 2 | 6 | 8 |
-2 | 2492 | 2807 | 5299 | |
-1 | DON'T KNOW | 189 | 267 | 456 |
1 | NEVER | 183 | 219 | 402 |
57 - 65 | 155 | 264 | 419 | |
66 - 67 | 119 | 138 | 257 | |
68 - 70 | 179 | 147 | 326 | |
71 - 97 | 45 | 38 | 83 |
gt113ref: Flag for: At what age do you plan to stop working?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b11q490a, b11q485
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-2 | 3345 | 3849 | 7194 | |
1 | NOT IN LABOR FORCE / HOMEMAKER | 1 | 19 | 20 |
2 | R IS GOING TO PARTLY RETIRE AT THIS AGE | 5 | 3 | 8 |
6 | AS LONG AS HEALTH PERMITS | 19 | 24 | 43 |
gt114re: Do you expect your spouse to retire at about the same time that you do?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b1105, b11q490a, b11q485, spouseret, married
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 1 | 0 | 1 |
-3 | REFUSED | 2 | 1 | 3 |
-2 | 3219 | 3808 | 7027 | |
-1 | DON'T KNOW | 16 | 9 | 25 |
1 | YES | 55 | 24 | 79 |
2 | NO | 71 | 44 | 115 |
gt114ref: Flag for: Do you expect your spouse to retire at about the same time that you do?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b1105, b11q490a, b11q485, spouseret, married
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-2 | 3359 | 3888 | 7247 | |
4 | SPOUSE IS RETIRED / AT HOME | 11 | 7 | 18 |
gt115re: When you and your spouse are both retired, how do you expect your living standards will change?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b1110, b11q485, b11q490a, retflag
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 1 | 0 | 1 |
-3 | REFUSED | 1 | 3 | 4 |
-2 | 3005 | 3469 | 6474 | |
-1 | DON'T KNOW | 3 | 7 | 10 |
1 | INCREASE A LOT | 2 | 4 | 6 |
2 | INCREASE SOMEWHAT | 7 | 6 | 13 |
3 | STAY ABOUT THE SAME AS NOW | 231 | 263 | 494 |
4 | DECLINE SOMEWHAT | 103 | 110 | 213 |
5 | DECLINE A LOT | 11 | 24 | 35 |
gt116re: How much had you discussed retirement with your spouse?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b1125, b11q485, married, retflag
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 0 | 2 | 2 |
-3 | REFUSED | 3 | 2 | 5 |
-2 | 2301 | 2847 | 5148 | |
-1 | DON'T KNOW | 2 | 1 | 3 |
1 | A LOT | 644 | 613 | 1257 |
2 | SOME | 242 | 264 | 506 |
3 | A LITTLE | 89 | 62 | 151 |
4 | HARDLY AT ALL | 83 | 95 | 178 |
gt117re: In what month did you completely/partly retire?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b1130_a, b11q485
*NOT AVAILABLE ON PUBLIC RELEASE*
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 0 | 1 | 1 |
-3 | REFUSED | 2 | 8 | 10 |
-2 | 872 | 1079 | 1951 | |
-1 | DON'T KNOW | 205 | 462 | 667 |
1 | January | 348 | 285 | 633 |
2 | February | 139 | 121 | 260 |
3 | March | 160 | 124 | 284 |
4 | April | 195 | 170 | 365 |
5 | May | 181 | 255 | 436 |
6 | June | 313 | 438 | 751 |
7 | July | 205 | 185 | 390 |
8 | August | 157 | 155 | 312 |
9 | September | 131 | 132 | 263 |
10 | October | 158 | 143 | 301 |
11 | November | 101 | 114 | 215 |
12 | December | 197 | 214 | 411 |
gt118re: In what year did you completely/partly retire?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b1130_b, b11q485
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 9 | 15 |
-4 | NOT ASCERTAINED | 0 | 1 | 1 |
-3 | REFUSED | 1 | 8 | 9 |
-2 | 872 | 1079 | 1951 | |
-1 | DON'T KNOW | 26 | 117 | 143 |
1957 - 1996 | 522 | 721 | 1243 | |
1997 - 1999 | 511 | 598 | 1109 | |
2000 - 2001 | 740 | 703 | 1443 | |
2002 - 2003 | 560 | 525 | 1085 | |
2004 - 2005 | 132 | 134 | 266 |
gt119re: In what century-month did you completely/partly retire?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b1130_a, b1130_b, b11q485
*NOT AVAILABLE ON PUBLIC RELEASE*
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-4 | NOT ASCERTAINED | 0 | 1 | 1 |
-3 | REFUSED | 1 | 8 | 9 |
-2 | 878 | 1088 | 1966 | |
-1 | DON'T KNOW | 26 | 117 | 143 |
691 - 1153 | 425 | 607 | 1032 | |
1154 - 1194 | 502 | 610 | 1112 | |
1195 - 1216 | 563 | 504 | 1067 | |
1217 - 1233 | 528 | 531 | 1059 | |
1234 - 1264 | 447 | 429 | 876 |
gt120re: Thinking about your retirement years compared to the years just before you retired, how have your living standards changed?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b1145, b11q485, cmdate, cmretire, retflag
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 10 | 16 |
-4 | NOT ASCERTAINED | 1 | 2 | 3 |
-3 | REFUSED | 2 | 8 | 10 |
-2 | 2279 | 2641 | 4920 | |
-1 | DON'T KNOW | 0 | 5 | 5 |
1 | BETTER | 236 | 294 | 530 |
2 | ABOUT THE SAME | 732 | 799 | 1531 |
3 | NOT AS GOOD | 114 | 136 | 250 |
gt121re: Thinking about your retirement years compared to the years just before you retired, would you say that your relationship with your spouse has been better, about the same, or not as good?
Data source: Graduate Respondent
Collected in: 2004
Mode: phone
Source variables: b1155, b11q485, cmdate, cmretire, married, retflag
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 1621 | 1431 | 3052 |
-5 | PARTIAL INTERVIEW | 6 | 10 | 16 |
-4 | NOT ASCERTAINED | 0 | 2 | 2 |
-3 | REFUSED | 2 | 4 | 6 |
-2 | 2429 | 2930 | 5359 | |
-1 | DON'T KNOW | 11 | 7 | 18 |
1 | BETTER | 296 | 326 | 622 |
2 | ABOUT THE SAME | 606 | 583 | 1189 |
3 | NOT AS GOOD | 20 | 33 | 53 |