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

st001re        Respondent currently included in a pension or retirement
               plan offered by a current or former employer or union.

st002re        Is respondent currently receiving benefits from plan
               in st001re?

st003red       Earliest age respondent can receive benefits from plan in
               st001re.

st004re        Does respondent have an individual IRA or Keogh
               account?

st005sp        Does spouse have a pension plan from a current or former
               employer?

st006re        Does respondent have any other retirement or pension
               plans?

st007red       Description of other retirement or pension plans indicated
               in st006re.

st001re: Are you currently included in a pension plan or retirement plan offered by a current or former employer or union?

Data source: Sibling Respondent      Collected in: 1993-94      Mode: phone
Source variables: aa01, 838, RT001RE

Frequencies
Value Label Male Female Total
. System missing - NR 2113 1861 3974
-3 REFUSED/NOT ASCERTAINED 62 39 101
-2 3 39 42
-1 DON'T KNOW 0 6 6
1 YES 1661 1276 2937
2 NO 598 1120 1718

st002re: Are you currently receiving benefits from a pension plan or retirement plan offered by a current or former employer or union?

Data source: Sibling Respondent      Collected in: 1993-94      Mode: phone
Source variables: 838f

Frequencies
Value Label Male Female Total
. System missing - NR 2113 1861 3974
-3 REFUSED, NOT ASCERTAINED 17 9 26
-2 663 1204 1867
-1 DON'T KNOW 2 2 4
0 WILL NOT RECEIVE BENEFITS 3 2 5
1 YES 335 147 482
2 NO 1304 1116 2420
Note: This question was not asked in the 1992-93 original sample member
questionnaire. ST002RE is coded 9 for the original sample
members who are also siblings (SA005RE=4), who are currently included
in a pension plan (ST001RE=1).

st003red: 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: Sibling Respondent      Collected in: 1993-94      Mode: phone
Source variables: 838m, RT002RED

Frequencies
Value Label Male Female Total
. System missing - NR 2113 1861 3974
-3 REFUSED, NOT ASCERTAINED 12 7 19
-2 663 1204 1867
-1 DON'T KNOW 93 180 273
0 WILL NOT RECEIVE BENEFITS 5 3 8
1 ALREADY RECEIVING BENEFITS 335 147 482
50 - 72 AGE 1216 939 2155

st004re: Do you have an individual IRA or Keogh Account?

Data source: Sibling Respondent      Collected in: 1993-94      Mode: phone
Source variables: 838s, RT003RE

Frequencies
Value Label Male Female Total
. System missing - NR 2113 1861 3974
-3 REFUSED/NOT ASCERTAINED 73 50 123
-2 3 36 39
-1 DON'T KNOW 1 11 12
1 YES 1241 1252 2493
2 NO 1006 1131 2137

st005sp: Does your spouse have a pension plan from any current or former employers?

Data source: Sibling Respondent      Collected in: 1993-94      Mode: phone
Source variables: 34m, 844s, RT004SP

Frequencies
Value Label Male Female Total
. System missing - NR 2113 1861 3974
-3 REFUSED/NOT ASCERTAINED 55 31 86
-2 393 579 972
-1 DON'T KNOW 11 15 26
1 YES 894 1371 2265
2 NO 971 484 1455

st006re: 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: Sibling Respondent      Collected in: 1993-94      Mode: phone
Source variables: 840, RT005RE

Frequencies
Value Label Male Female Total
. System missing - NR 2113 1861 3974
-3 REFUSED/NOT ASCERTAINED 65 46 111
-1 DON'T KNOW 4 12 16
1 YES 373 318 691
2 NO 1882 2104 3986

st007red: 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: Sibling Respondent      Collected in: 1993-94      Mode: phone
Source variables: 840f, RT006RED

Frequencies
Value Label Male Female Total
. System missing - NR 2113 1861 3974
-3 REFUSED, NOT ASCERTAINED 3 3 6
-2 1951 2162 4113
-1 DON'T KNOW 1 8 9
1 401K 156 121 277
2 403B 2 1 3
3 MILITARY PENSION 37 11 48
4 PROFIT-SHARING PLAN 11 11 22
5 EMPLOYER-SPONSORED DEFERRED COMPENSATION PLAN 11 8 19
6 EMPLOYER-SPONSORED THRIFT OR SAVINGS PLAN 1 2 3
7 TAX-SHELTERED ANNUITY 23 32 55
8 LIFE INSURANCE; ANNUITY FROM LIFE INSURANCE POLICY 26 38 64
9 PERSONAL SAVINGS OR INVESTMENTS 27 16 43
10 SOCIAL SECURITY 5 7 12
11 OTHER PENSION/RETIREMENT PLAN FROM EMPLOYER OR UNION 44 14 58
12 OTHER PENSION/RETIREMENT PLAN--NOT SPECIFIED 5 2 7
15 CURRENT SPOUSE'S MILITARY PENSION 0 2 2
19 CURRENT SPOUSE'S TAX-SHELTERED ANNUITY 1 0 1
20 CURRENT SPOUSE'S LIFE INSURANCE 1 1 2
21 CURRENT SPOUSE'S IRA OR KEOGH 0 6 6
22 CURRENT SPOUSE'S PERSONAL SAVINGS OR INVESTMENTS 0 1 1
24 CURRENT SPOUSE'S PENSION/ RETIREMENT PLAN FROM EMPLOYER/ UNION--NOT SPECIFIED 1 6 7
25 CURRENT SPOUSE'S PENSION/ RETIREMENT--NOT SPECIFIED 2 4 6
26 FORMER SPOUSE'S PENSION/ RETIREMENT PLAN 0 6 6
27 OTHER, NOT SPECIFIED 16 18 34

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