Imputations for Employer-Sponsored Pension Wealth from Current Jobs in 2004 (V1.0)

July 22, 2009

The public data product Imputations for Employer-Sponsored Pension Wealth from Current Jobs in 2004 (V1.0) is now available.

This data set contains imputations for pension data from current jobs based on both self-reported and employer data. For this version of pension wealth imputations, we use the respondentís self-reported pension plan type to determine which method of wealth estimation to use. If a respondent reported being covered by one or more defined contribution (DC) plans on his/her current job in 2004, DC wealth for each such plan is taken from the 2004 survey self-reported account balances. If a respondent reported being covered by one or more defined benefit (DB) plans in 2004, the DB pension wealth value for each such plan is calculated by the HRS Pension Estimation Program using a combination of self-reported data from the employment section (J) of the 2004 survey and pension plan rules obtained from the planís Summary Plan Description (SPD).

Note: For this version of imputations, pension wealth estimates are calculated as of 2004. In previously released versions (1992 and 1998), pension wealth estimates were calculated based on respondent age at retirement.

The data set may be downloaded from the HRS Public File Download Area. Registration (free) is required for access. Be sure to check the HRS File Merge Cross-Reference Table for up-to-date information on the restricted data merge status of this data set.

If you find any problems with the data, please report them to us via the Help Desk, or by e-mail to hrsquestions@umich.edu.

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