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
Note: Top and bottom coded on the public release

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
Note: Variable is bracketed.
Note: Variable is flagged.
Note: Top coded on the public release

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
Note: Variable is bracketed.
Note: Variable is flagged.
Note: Top coded on the public release

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
Note: Variable is bracketed.
Note: Variable is flagged.
Note: Top coded on the public release

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
Note: Top and bottom coded on the public release

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
Note: Variable is bracketed.
Note: Top coded on the public release

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
Note: Variable is bracketed.
Note: Top coded on the public release

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

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