WLS Codebooks and Flowcharts

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: Pension summary

rt001re        Respondent currently included in a pension or retirement
               plan offered by a current or former employer or union.

rt002red       Earliest age respondent can receive benefits from plan in
               rt001re.

rt003re        Does respondent have an individual IRA or Keogh
               account?

rt004sp        Does spouse have a pension plan from a current or former
               employer?

rt005re        Does respondent have any other retirement or pension
               plans?

rt006red       Description of other retirement or pension plans indicated
               in rt005re.

rt001re: Are you currently included in a pension plan or retirement plan offered by a current or former employer or union?

Data source: Graduate Respondent      Collected in: 1992-93      Mode: phone
Source variables: RF001JS, 838

Frequencies
Value Label Male Female Total
. System missing - NR 1011 813 1824
-3 REFUSED/NOT ASCERTAINED 88 81 169
-2 19 338 357
-1 DON'T KNOW 3 7 10
1 YES 2953 2279 5232
2 NO 917 1808 2725

rt002red: What is the earliest age at which you can receive benefits from a pension plan or retirement plan offered by a current or former employer or union?

Data source: Graduate Respondent      Collected in: 1992-93      Mode: phone
Source variables: RT001RE, 838m

Frequencies
Value Label Male Female Total
. System missing - NR 1011 813 1824
-3 REFUSED, NOT ASCERTAINED 34 36 70
-2 1027 2234 3261
-1 DON'T KNOW 123 239 362
0 WILL NOT RECEIVE BENEFITS 1 5 6
50 - 75 AGE 2795 1999 4794

rt003re: Do you have an individual IRA or Keogh Account?

Data source: Graduate Respondent      Collected in: 1992-93      Mode: phone
Source variables: 838s

Frequencies
Value Label Male Female Total
. System missing - NR 1011 813 1824
-3 REFUSED, NOT ASCERTAINED (NEVER WORKED, RF001RE = 1) 117 440 557
-1 DON'T KNOW 6 13 19
1 YES 2280 2232 4512
2 NO 1577 1828 3405
Note: Most respondents who never worked mistakenly skipped this question
in an early version of the questionnaire. A change was later made
so that all respondents answered this question. Those who
inadvertently skipped the question are coded RT003RE = 9.

rt004sp: Does your spouse have a pension plan from any current or former employers?

Data source: Graduate Respondent      Collected in: 1992-93      Mode: phone
Source variables: 34m, 844s

Frequencies
Value Label Male Female Total
. System missing - NR 1011 813 1824
-3 REFUSED/NOT ASCERTAINED 82 68 150
-2 593 920 1513
-1 DON'T KNOW 8 25 33
1 YES 1470 2589 4059
2 NO 1827 911 2738

rt005re: Do you have any retirement or pension plans other than a pension plan or retirement plan offered by a current or former employer or union, an individual IRA, or a Keogh Account?

Data source: Graduate Respondent      Collected in: 1992-93      Mode: phone
Source variables: 840

Frequencies
Value Label Male Female Total
. System missing - NR 1011 813 1824
-3 REFUSED/NOT ASCERTAINED 96 86 182
-1 DON'T KNOW 1 17 18
1 YES 502 455 957
2 NO 3381 3955 7336

rt006red: What kind of retirement or pension plans do you have other than a pension plan or retirement plan offered by a current or former employer or union, an individual IRA, or a Keogh Account?

Data source: Graduate Respondent      Collected in: 1992-93      Mode: phone
Source variables: RT005RE, s840f

Frequencies
Value Label Male Female Total
. System missing - NR 1011 813 1824
-3 REFUSED, NOT ASCERTAINED 5 3 8
-2 3478 4058 7536
-1 DON'T KNOW 2 11 13
1 401K 98 80 178
2 403B 6 1 7
3 MILITARY PENSION 58 15 73
4 PROFIT-SHARING PLAN 12 10 22
5 EMPLOYER-SPONSORED DEFERRED COMPENSATION PLAN 17 9 26
6 EMPLOYER-SPONSORED THRIFT OR SAVINGS PLAN 7 3 10
7 TAX-SHELTERED ANNUITY 47 75 122
8 LIFE INSURANCE; ANNUITY FROM LIFE INSURANCE POLICY 61 43 104
9 PERSONAL SAVINGS OR INVESTMENTS 39 47 86
10 SOCIAL SECURITY 2 1 3
11 OTHER PENSION/RETIREMENT PLAN FROM EMPLOYER OR UNION 87 64 151
12 OTHER PENSION/RETIREMENT PLAN--NOT SPECIFIED 7 7 14
13 CURRENT SPOUSE'S 401K 0 7 7
14 CURRENT SPOUSE'S 403B 0 1 1
15 CURRENT SPOUSE'S MILITARY PENSION 0 2 2
16 CURRENT SPOUSE'S PROFIT-SHARING PLAN 3 2 5
17 CURRENT SPOUSE'S DEFERRED COMPENSATION PLAN 0 2 2
18 CURRENT SPOUSE'S THRIFT OR SAVINGS PLAN 0 1 1
19 CURRENT SPOUSE'S TAX-SHELTERED ANNUITY 3 2 5
20 CURRENT SPOUSE'S LIFE INSURANCE 0 1 1
21 CURRENT SPOUSE'S IRA OR KEOGH 41 37 78
24 CURRENT SPOUSE'S PENSION/ RETIREMENT PLAN FROM EMPLOYER/ UNION--NOT SPECIFIED 0 4 4
25 CURRENT SPOUSE'S PENSION/ RETIREMENT--NOT SPECIFIED 1 5 6
26 FORMER SPOUSE'S PENSION/ RETIREMENT PLAN 0 13 13
27 OTHER, NOT SPECIFIED 6 9 15
Note: See Appendix Q - COR609 Coding of Pensions.

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