Pension Estimation Program (Version 1.1.1)

January 25, 2005

An updated version of the HRS Pension Estimation Program is now available for download. The Pension Estimation Program is designed to estimate the pension entitlements held by respondents of the HRS, based on the plan formulas and benefit provisions obtained from the linked sample of pension providers. The program uses systems of equations to represent each of the pension plans, including all benefit formulas and payment provisions. These equations, in turn, use as input work and income histories of the respondents. For a given set of assumptions, the program calculates the appropriate pension entitlements, and generates output data files for subsequent analysis.

This version (v1.1.1) of the Pension Estimation Program incorporates the following updates and fixes:

User Notes