| HRS 1994 (Wave 2) Documentation |
[End of this section] [Table of Contents] [Previous Section] [Next Section]
Section FB: Employment (Self Employed) (N = 11596) VAR # _____ HHID HHID HRS Household Identifier ____________________________________________________________ Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ HHID 11596 47924 23344 1 99587 PN PN HRS Person Number ____________________________________________________________ PN Code Frequency ------------------ 10 5807 11 70 20 3151 21 3 30 1099 31 1 40 1465 HHIDPN HRS Household Identifier + Person Number ____________________________________________________________ Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ HHIDPN 11596 47924304 23344388 1010 99587010 W2SUBHH W2SUBHH HRS Wave 2 Sub-Household Identifier ____________________________________________________________ W2SUBHH Code Frequency ----------------------- 0 11232 1 103 2 84 3 177 FB2. According to our records, in WAVE-1 MONTH/YEAR you were working for someone else. In what month and year did you stop working for that employer? In what month and year did you stop working there? [NOTE: MONTHS ENTERED MUST BE BETWEEN WAVE-1 MONTH/ YEAR AND WAVE-2 MONTH/YEAR] W4200 MONTH: ____________________________________________________________ 1. JAN 2. FEB 3. MAR 4. APR 5. MAY 6. JUN 7. JUL 8. AUG 9. SEP 10. OCT 11. NOV 12. DEC 95. Denies working for Wave 1 employer 96. Still working there [GO TO FB16] 98. Don't Know; DK 99. Refused; RF 0. Inap. W4200 Code Frequency ---------------------- 0 11431 1 13 2 10 3 9 4 8 5 11 6 9 7 8 8 8 9 9 10 15 11 9 12 15 95 1 96 33 98 6 99 1 W4201 YEAR: ____________________________________________________________ 1992-1994. Year 9996. Still working there (as second job) [GO TO FB16] 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4201 11596 48 542 0 9999 W4202 FB3. What were you earning, before deductions, when you left that employer? [NOTE: IF PER HOUR BE SURE TO ADD 00 FOR CENTS IF THERE ARE NONE] ____________________________________________________________ 0000000. None [GO TO FB4] 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FB4] 9999998. Don't Know; DK [GO TO FB4] 9999999. Refused; RF [GO TO FB4] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4202 11596 7979 278513 0 9999999 W4203 FB3a. Was that per hour, week, month, or year? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FB3 PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W4203 Code Frequency ---------------------- 0 11479 1 17 2 26 3 1 4 8 6 64 9 1 W4204- FB4. Why did you leave that employer? W4205 [NOTE: PROBE IF NECESSARY: Did the business close, were you laid off or let go, did you leave to take care of family members, or what? [NOTE: ENTER ALL THAT APPLY] ____________________________________________________________ [NOTE: Variables w4206-w4213 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than two.] 01. BUSINESS CLOSED; business moved or sold [GO TO FB5] 02. LAID OFF/LET GO; temporary or seasonal job ended; "contract over" [GO TO FB5] 03. POOR HEALTH/DISABLED; R died; death 04. FAMILY CARE; marriage; pregnancy; child care; husband's wishes 05. BETTER JOB; start own business; go to school/get more training 06. QUIT; bored/burned out; didn't like job/wanted a change; problems with supervisor/co-workers; lack of pay/work hours/promotion/benefits 07. RETIRED 08. R (family) moved 09. Sold business (own) 13. Strike 14. Divorce/separation 16. Transportation/distance to work 24. Early retirement incentive/offer 95. R has not left/still has this job 97. Other (specify) 98. Don't Know; DK 99. Not Ascertained; NA 00. Inap W4204 Code Frequency ---------------------- 0 11470 1 13 2 27 3 7 4 3 5 20 6 27 7 27 8 2 W4205 Code Frequency ---------------------- 0 11589 2 1 5 1 6 1 7 1 97 3 W4214 FB4a. Did your employment situation change in some way that encouraged you to leave? ____________________________________________________________ [NOTE: Brackets indicate that the skip may be to a later question number, depending on intervening skip instructions which appear in the questionnaire but usually not in this codebook.] 1. Yes 5. No [GO TO FB5] 8. Don't Know; DK [GO TO FB5] 9. Refused; RF [GO TO FB5] 0. Inap. W4214 Code Frequency ---------------------- 0 11510 1 36 5 50 W4215- FB4b. How did it change? W4217 [NOTE: ENTER ALL THAT APPLY] ____________________________________________________________ [NOTE: Variables w4218-w4227 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than three.] 01. SUPERVISOR ENCOURAGED DEPARTURE 02. COWORKERS ENCOURAGED DEPARTURE 03. WAGES REDUCED (OR ABOUT TO BE REDUCED) 04. HOURS REDUCED (OR ABOUT TO BE REDUCED) 05. WOULD HAVE BEEN LAID OFF 06. NEW JOB DUTIES 07. NEW JOB LOCATION 08. BECAME ELIGIBLE FOR PENSION 09. EMPLOYER CHANGED HEALTH INSURANCE 10. SPECIAL EARLY RETIREMENT INCENTIVE OFFER 21. Scheduling problems; change in work schedule (exc. 04) 22. Other working conditions; didn't get along with supervisor, business had changed, unsafe working conditions 23. Better job/pay, more hours/benefits; old job lack of pay raises/benefits 24. Start or help with own/family business 31. Physical and mental condition of R (incl. stress) 97. Other (specify) 98. Don't Know; DK 99. Not Ascertained; NA 00. Inap W4215 Code Frequency ---------------------- 0 11560 1 1 2 1 3 3 4 1 6 5 7 2 10 7 21 1 22 8 24 4 31 2 99 1 W4216 Code Frequency ---------------------- 0 11591 4 1 22 1 24 2 97 1 W4217 Code Frequency ---------------------- 0 11595 10 1 W4228 FB4c. If your employer had allowed you to work fewer hours with correspondingly less pay, would you have continued working there? ____________________________________________________________ 1. Yes 5. No 8. Don't Know; DK 9. Refused; RF 0. Inap. W4228 Code Frequency ---------------------- 0 11561 1 1 5 32 8 1 9 1 W4229 FB5. Were there any months between WAVE-1 MONTH/YEAR and MONTH/YEAR STOPPED WORKING FOR WAVE-1 EMPLOYER when you did not work for this employer? ____________________________________________________________ 1. Yes 5. No [GO TO FB6] 8. Don't Know; DK [GO TO FB6] 9. Refused; RF [GO TO FB6] 0. Inap. W4229 Code Frequency ---------------------- 0 11484 1 6 5 105 8 1 W4230- FB5a. Which months were those? W4237 [NOTE: ENTER ALL THAT APPLY] [NOTE: MONTHS ENTERED MUST BE BETWEEN WAVE-1 MONTH/ YEAR AND MONTH/YEAR STOPPED WORKING FOR WAVE-1 EMPLOYER] MONTH: ____________________________________________________________ [NOTE: Variables w4238-w4271 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than eight.] 1. JAN 92 2. FEB 92 3. MAR 92 4. APR 92 5. MAY 92 6. JUN 92 7. JUL 92 8. AUG 92 9. SEP 92 10. OCT 92 11. NOV 92 12. DEC 92 13. JAN 93 14. FEB 93 15. MAR 93 16. APR 93 17. MAY 93 18. JUN 93 19. JUL 93 20. AUG 93 21. SEP 93 22. OCT 93 23. NOV 93 24. DEC 93 25. JAN 94 26. FEB 94 27. MAR 94 28. APR 94 29. MAY 94 30. JUN 94 31. JUL 94 32. AUG 94 33. SEP 94 34. OCT 94 35. NOV 94 36. DEC 94 37. All of 1992 after W1 IW 38. All of 1993 39. All of 1994 to date 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF W4230 Code Frequency ---------------------- 0 11590 11 1 12 1 13 1 21 1 97 2 W4231 Code Frequency ---------------------- 0 11592 12 1 13 1 14 1 22 1 W4232 Code Frequency ---------------------- 0 11592 13 1 14 1 15 1 23 1 W4233 Code Frequency ---------------------- 0 11592 14 1 16 1 18 1 24 1 W4234 Code Frequency ---------------------- 0 11592 15 1 17 1 19 1 25 1 W4235 Code Frequency ---------------------- 0 11594 18 1 26 1 W4236 Code Frequency ---------------------- 0 11594 19 1 27 1 W4237 Code Frequency ---------------------- 0 11594 20 1 28 1 W4272 FB6. Were you included in a pension or retirement plan, or in any tax deferred savings plan, when you worked for that employer? ____________________________________________________________ 1. Yes 5. No [GO TO FB15] 8. Don't Know; DK [GO TO FB15] 9. Refused; RF [GO TO FB15] 0. Inap. W4272 Code Frequency ---------------------- 0 11470 1 58 5 68 W4273 FB7. I would like to know what type of plan this was. In some retirement plans, Type A, benefits are usually based on a formula involving age, years of service, and salary. In other plans, Type B, money is accumulated in an account for you. Was your plan Type A or Type B? ____________________________________________________________ 1. Type A [GO TO FB8] 2. Type B [GO TO FB12] 3. Both types 8. Don't Know; DK [GO TO FB8] 9. Refused; RF [GO TO FB8] 0. Inap. W4273 Code Frequency ---------------------- 0 11538 1 33 2 23 3 2 W4274 FB7a. How much money was in your account when you left that employer? ____________________________________________________________ 0000000. None 1-9999993. Dollar Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4274 11596 34 2568 0 210000 W4275- FB8. Do you expect to receive benefits from this plan in W4276 the future, are you receiving benefits now, did you get a cash settlement when you left, did you lose your benefits, or what? [NOTE: DO NOT PROBE BUT ENTER ALL THAT APPLY] ____________________________________________________________ [NOTE: Variables w4277-w4282 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than two.] 01. EXPECT FUTURE BENEFITS 02. RECEIVING CASH BENEFITS NOW 03. RECEIVED CASH SETTLEMENT 04. ROLLED OVER INTO IRA 05. LOST BENEFITS 14. Decision on benefits pending or in litigation 97. Other (specify) 98. Don't Know; DK 99. Not Ascertained; NA 00. Inap W4275 Code Frequency ---------------------- 0 11561 1 12 2 15 3 5 4 1 5 1 99 1 W4276 Code Frequency ---------------------- 0 11593 2 1 3 2 FB8a/b. In what month and year did you start to receive these benefits? [NOTE: MONTHS ENTERED MUST BE BETWEEN WAVE-1 MONTH/ YEAR AND WAVE-2 MONTH/YEAR] W4283 MONTH: ____________________________________________________________ 1. JAN 2. FEB 3. MAR 4. APR 5. MAY 6. JUN 7. JUL 8. AUG 9. SEP 10. OCT 11. NOV 12. DEC 98. Don't Know; DK 99. Refused; RF 0. Inap. W4283 Code Frequency ---------------------- 0 11580 1 3 2 2 3 1 4 2 5 1 7 4 9 1 10 1 12 1 W4284 YEAR: ____________________________________________________________ 1992-1994. Year 9996. Still working there (as second job) [GO TO FB16] 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4284 11596 3 74 0 1994 W4285 FB8c. How much are the benefits per month or year? ____________________________________________________________ 0000000. None [GO TO FB8e] 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FB8e] 9999998. Don't Know; DK [GO TO FB8e] 9999999. Refused; RF [GO TO FB8e] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4285 11596 871 92865 0 9999999 W4286 FB8d. Was that per month or year? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FB8c PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W4286 Code Frequency ---------------------- 0 11581 4 13 6 2 W4287 FB8e. Are the benefits adjusted for changes in the cost of living? ____________________________________________________________ 1. Yes 5. No 8. Don't Know; DK 9. Refused; RF 0. Inap. W4287 Code Frequency ---------------------- 0 11580 1 6 5 9 8 1 W4288 FB8f. Have they ever been adjusted for changes in the cost of living? ____________________________________________________________ 1. Yes 5. No 8. Don't Know; DK 9. Refused; RF 0. Inap. W4288 Code Frequency ---------------------- 0 11586 1 1 5 8 8 1 W4289 FB8g. How much did the cash settlement amount to? ____________________________________________________________ 0000000. None 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4289 11596 41 2462 0 208000 W4290- FB8h. What did you do with the money? W4292 ____________________________________________________________ [NOTE: Variables w4293-w4297 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than three.] 1. Bought durables 2. Spent it 3. Saved/Invested 4. Paid off debt 5. Rolled into IRA 7. Other (Specify) 8. Don't Know; DK 9. Refused; RF 0. Inap. W4290 Code Frequency ---------------------- 0 11589 2 3 3 1 5 3 W4291 Code Frequency ---------------------- 0 11595 4 1 W4292 Code Frequency ---------------------- 0 11595 3 1 W4298 FB8j. How much did the rollover amount to? ____________________________________________________________ 0000000. None 1-9999993. Dollar Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4298 11596 11 1161 0 125000 W4299 FB9. How many years altogether were you included in this plan? [NOTE: INCLUDE YEARS WITH OTHER EMPLOYERS IF SAME PLAN] ____________________________________________________________ 1. One year or less 2-50. Years 96. None (no other info given) 97. Other (F2 TO Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4299 11596 0 1 0 36 W4300 FB10. At what age do you expect to start receiving (the rest of your) benefits from this plan? ____________________________________________________________ 30-70. Age 96. Already receiving all benefits 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4300 11596 0 2 0 98 W4301 FB11. About how much do you expect these benefits to be? As a proportion of your pay when you left that job, or as an amount per month or year when you start receiving them? ____________________________________________________________ 1. Percent of pay 2. Amount per month/year [GO TO FB11b] 3. Lump sum [GO TO FB11d] 8. Don't Know; DK [GO TO FA14] 9. Refused; RF [GO TO FA14] 0. Inap. W4301 Code Frequency ---------------------- 0 11585 1 2 2 8 3 1 W4302 FB11a. ENTER THE PERCENT OF FINAL PAY AT RETIREMENT ____________________________________________________________ 1-100. Percent 98. Don't Know; DK 99. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4302 11596 0 9 0 998 W4303 FB11b. How much do you expect to receive? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ 0000000. None 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4303 11596 2588 160831 0 9999998 W4304 FB11c. Was that per month or year? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FB PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W4304 Code Frequency ---------------------- 0 11591 4 4 6 1 W4305 FB11d. ENTER LUMP SUM AMOUNT. ____________________________________________________________ 0000000. None 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4305 11596 0 2 0 200 W4306 FB12. How much money was in your account when you left that employer? ____________________________________________________________ 0000000. None 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4306 11596 4414 207671 0 9999999 W4307 FB13. When you left that employer, did you withdraw the money, roll it over into an IRA, leave it to accumulate in your old plan, convert it to an annuity, or what? [NOTE: DO NOT PROBE BUT IF MORE THAN ONE RESPONSE GIVEN, ENTER 7 - OTHER AND RECORD ALL DETAILS. ____________________________________________________________ [NOTE: Multiple mentions were allowed for this question, but in no instance did a single respondent require more than one.] 01. WITHDREW THE MONEY [GO TO FB14] 02. ROLLED OVER INTO IRA 03. LEFT TO ACCUMULATE 04. CONVERT TO ANNUITY [GO TO FB13b] 51. Cash settlement--spent 52. Cash settlement--saved or invested (exc. 54) (incl. home purchase) 53. Cash settlement--paid debts or bills 54. Cash settlement--rolled over into IRA 55. Cash settlement--NA what R did with the money 91. Decision pending; pension rights not yet settled with old employer 92. Lost benefits 97. Other [please describe fully] [GO TO FB14] 98. Don't Know; DK [GO TO FB14] 99. Not Ascertained; NA [GO TO FB14] 00. Inap W4307 Code Frequency ---------------------- 0 11573 1 6 2 6 3 8 91 1 92 1 98 1 W4308 FB13a. How much is in your account now? ____________________________________________________________ 0000000. None 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4308 11596 5207 227429 0 9999999 W4309 FB13b. How old were you when that annuity started? ____________________________________________________________ 30-90. Age 98. Don't Know; DK 99. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4309 11596 0 0 0 0 W4310 FB13c. How much are the benefits per month or year? ____________________________________________________________ 0000000. None [GO TO FB14] 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FB14] 9999998. Don't Know; DK [GO TO FB14] 9999999. Refused; RF [GO TO FB14] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4310 11596 0 0 0 0 W4311 FB13d. Was that per month or year? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FB13c PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W4311 Code Frequency ---------------------- 0 11596 W4312 FB14. What is the earliest age at which you could have left that employer and begun to receive pension benefits? ____________________________________________________________ 25-80. Age 92. Now; Current age 93. Can't at all 94. Formula given 95. Any time; No age requirement; Any age 98. Don't Know; DK 99. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4312 11596 0 5 0 98 W4312A FB15. Now I have a few questions about your current business. What industry do you work in? That is, what does your company do or make? (What industry do you _typically_ work in?) ____________________________________________________________ [NOTE: These data have been masked for confidentiality. The values in parentheses indicate the original U.S. Census codes, as found in the Master Codes section of the codebook.] 001. Agriculture, Forestry, Fishing (010-031) 002. Mining and Construction (040-060) 003. Manufacturing: Non-durable (100-222) 004. Manufacturing: Durable (230-392) 005. Transportation (400-572) 006. Wholesale (500-571) 007. Retail (580-691) 008. Finance, Insurance, and Real Estate (700-712) 009. Business and Repair Services (721-760) 010. Personal Services (761-791) 011. Entertainment and Recreation (800-802) 012. Professional and Related Services (812-892) 013. Public Administration (900) 999. NA; missing 000. Inap W4312A Code Frequency ---------------------- 0 10030 1 144 2 158 3 37 4 44 5 62 6 49 7 209 8 125 9 161 10 161 11 10 12 194 999 212 W4312B FB16. What sort of work do you do? (Tell me a little more about what you do.) ____________________________________________________________ [NOTE: These data have been masked for confidentiality. The values in parentheses indicate the original U.S. Census codes, as found in the Master Codes section of the codebook.] 001. Managerial specialty operation (003-037) 002. Professional specialty operation and technical support (043-235) 003. Sales (243-285) 004. Clerical, administrative support (303-389) 005. Service: private household, cleaning and building services (403-407) 006. Service: protection (413-427) 007. Service: food preparation (433-444) 008. Health services (445-447) 009. Personal services (448-469) 010. Farming, forestry, fishing (473-499) 011. Mechanics and repair (503-549) 012. Construction trade and extractors (553-617) 013. Precision production (633-699) 014. Operators: machine (703-799) 015. Operators: transport, etc. (803-859) 016. Operators: handlers, etc. (863-889) 017. Member of Armed Forces (900) 999. NA; missing 000. Inap W4312B Code Frequency ---------------------- 0 10030 1 289 2 183 3 278 4 60 5 44 6 3 7 8 8 9 9 116 10 138 11 33 12 80 13 36 14 26 15 47 16 15 999 201 W4313 FB17. How many hours a week do you usually work in this business? ____________________________________________________________ 00. Zero; None 1-95. Hours 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4313 11596 5 16 0 144 W4314 FB18. Counting paid vacations as weeks of work, how many weeks a year do you usually work on this job? [NOTE: READ SLOWLY] ____________________________________________________________ 1-52. Weeks 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4314 11596 6 16 0 99 W4315 FB18a. In the last 12 months, did you miss any days from work because of your health? ____________________________________________________________ 1. Yes 5. No [GO TO FB19] 8. Don't Know; DK [GO TO FB19] 9. Refused; RF [GO TO FB19] 0. Inap. [GO TO FB19] W4315 Code Frequency ---------------------- 0 10222 1 336 5 1035 8 1 9 2 W4316 FB18b. About how many days did you miss? ____________________________________________________________ 1-365. Days 998. Don't Know; DK 999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4316 11596 1 19 0 998 W4317 FB19. Are you paid a regular salary or wages? ____________________________________________________________ 1. Yes 5. No [GO TO FB20] 8. Don't Know; DK [GO TO FB20] 9. Refused; RF [GO TO FB20] 0. Inap. W4317 Code Frequency ---------------------- 0 10222 1 477 5 891 8 2 9 4 W4318 FB19a. How much were you paid before taxes and other deductions? [NOTE: IF PER HOUR BE SURE TO ADD 00 FOR CENTS IF THERE ARE NONE] ____________________________________________________________ 0000000. None [GO TO FB20] 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FB20] 9999998. Don't Know; DK [GO TO FB20] 9999999. Refused; RF [GO TO FB20] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4318 11596 63928 790986 0 9999999 W4319 FB19b. Was that per hour, week, month, or year? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FB19a PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 11. Day 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W4319 Code Frequency ---------------------- 0 11193 1 41 2 108 3 5 4 56 5 2 6 175 11 7 97 9 W4320 FB20. Do you receive some or all of the net earnings or profits? ____________________________________________________________ 1. Yes 5. No [GO TO FB21a] 8. Don't Know; DK [GO TO FB21a] 9. Refused; RF [GO TO FB21a] 0. Inap. W4320 Code Frequency ---------------------- 0 10222 1 1096 5 264 8 5 9 9 W4321 FB20a. (In addition to your regular salary,) How much did you receive from net earnings or profits? [NOTE: IF R HAS TROUBLE GIVING DOLLAR FIGURE, ASK: What did you earn the last year you worked?] [NOTE: IF PER HOUR BE SURE TO ADD 00 FOR CENTS IF THERE ARE NONE] ____________________________________________________________ 0000000. None; None yet; Just started [GO TO FB21a] 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999995. Included in FB19a 9999997. Other (F2 TO Specify) [GO TO FB21a] 9999998. Don't Know; DK [GO TO FB21a] 9999999. Refused; RF [GO TO FB21a] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4321 11596 226223 1480586 0 9999999 W4322 FB20b. Was that per hour, week, month, or year? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FB20a PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W4322 Code Frequency ---------------------- 0 10871 1 11 2 17 4 14 6 666 97 12 98 1 99 4 W4323 FB21a. How many people work in this business? ____________________________________________________________ 1-9994. # of People 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4323 11596 99 3083 0 99998 W4324 FB21a. Does [your (husband/wife/partner)] do any work for the business? ____________________________________________________________ 1. Yes 5. No [GO TO FB22] 8. Don't Know; DK [GO TO FB22] 9. Refused; RF [GO TO FB22] 0. Inap. W4324 Code Frequency ---------------------- 0 10399 1 527 5 670 W4325 FB21b. How many hours a week does (he/she) usually work for the business? ____________________________________________________________ 1-95. Hours 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4325 11596 1 9 0 112 W4326 FB21c. Is (he/she) paid a regular salary? ____________________________________________________________ 1. Yes 5. No 8. Don't Know; DK 9. Refused; RF 0. Inap. W4326 Code Frequency ---------------------- 0 11069 1 144 5 381 8 1 9 1 FB22 In what month and year did you start working at this a/b. business? [NOTE: MONTHS ENTERED MUST BE ON/BEFORE WAVE-2 MONTH/YEAR] [NOTE: IF R WORKED MORE THAN ONCE FOR THIS BUSINESS, ASK ABOUT FIRST HIRE] W4327 MONTH: ____________________________________________________________ 1. JAN 2. FEB 3. MAR 4. APR 5. MAY 6. JUN 7. JUL 8. AUG 9. SEP 10. OCT 11. NOV 12. DEC 98. Don't Know; DK 99. Refused; RF 0. Inap. W4327 Code Frequency ---------------------- 0 10222 1 182 2 61 3 72 4 114 5 67 6 130 7 72 8 76 9 87 10 83 11 54 12 42 98 332 99 2 W4328 YEAR: ____________________________________________________________ 1920-1994. Year 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4328 11596 246 738 0 9999 W4329 FB23. Were there any months since (MONTH/YEAR GIVEN IN FA22/WAVE-1 MONTH/YEAR / MARCH 1992) when you were not working for this business? ____________________________________________________________ 1. Yes 5. No [GO TO FB24] 8. Don't Know; DK [GO TO FB24] 9. Refused; RF [GO TO FB24] 0. Inap. W4329 Code Frequency ---------------------- 0 10243 1 139 5 1208 8 5 9 1 W4330- FB23a. Which months were those? W4360 [NOTE: ENTER ALL THAT APPLY] MONTH: ____________________________________________________________ [NOTE: Variables w4361-w4371 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than three.] 1. JAN 92 2. FEB 92 3. MAR 92 4. APR 92 5. MAY 92 6. JUN 92 7. JUL 92 8. AUG 92 9. SEP 92 10. OCT 92 11. NOV 92 12. DEC 92 13. JAN 93 14. FEB 93 15. MAR 93 16. APR 93 17. MAY 93 18. JUN 93 19. JUL 93 20. AUG 93 21. SEP 93 22. OCT 93 23. NOV 93 24. DEC 93 25. JAN 94 26. FEB 94 27. MAR 94 28. APR 94 29. MAY 94 30. JUN 94 31. JUL 94 32. AUG 94 33. SEP 94 34. OCT 94 35. NOV 94 36. DEC 94 37. All of 1992 after W1 IW 38. All of 1993 39. All of 1994 to date 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4330 11596 0 6 0 98 W4331 11596 0 2 0 39 W4332 11596 0 2 0 39 W4333 11596 0 1 0 32 W4334 11596 0 1 0 36 W4335 11596 0 1 0 36 W4336 11596 0 1 0 32 W4337 11596 0 1 0 31 W4338 11596 0 1 0 32 W4339 11596 0 1 0 35 W4340 11596 0 1 0 36 W4341 11596 0 1 0 36 W4342 11596 0 0 0 27 W4343 11596 0 1 0 28 W4344 11596 0 0 0 29 W4345 11596 0 0 0 16 W4346 11596 0 0 0 17 W4347 11596 0 0 0 18 W4348 11596 0 0 0 19 W4349 11596 0 0 0 20 W4350 11596 0 0 0 21 W4351 11596 0 0 0 22 W4352 11596 0 0 0 23 W4353 11596 0 0 0 24 W4354 11596 0 0 0 25 W4355 11596 0 0 0 26 W4356 11596 0 0 0 27 W4357 11596 0 0 0 28 W4358 11596 0 0 0 29 W4359 11596 0 0 0 30 W4360 11596 0 0 0 31 W4372 FB24. What were you earning when you started working at this business? [NOTE: IF PER HOUR BE SURE TO ADD 00 FOR CENTS IF THERE ARE NONE] ____________________________________________________________ 0000000. None 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999995. Just started business 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4372 11596 237966 1521555 0 9999999 W4373 FB24a. Was that per hour, week, month, or year? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FB24 PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 5. Twice a month 4. Month 5. Twice a month 6. Year 11. Day 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W4373 Code Frequency ---------------------- 0 10797 1 99 2 136 3 4 4 79 5 1 6 427 11 17 97 11 98 1 99 24 W4374 FB25. Are you covered by a union or employee-association contract? ____________________________________________________________ 1. Yes 5. No 8. Don't Know; DK 9. Refused; RF 0. Inap. W4374 Code Frequency ---------------------- 0 10222 1 14 5 1357 8 3 W4375 FB26. Now I'd like to ask about pension or retirement plans on your job. Aside from IRA or Keogh plans, are you included in any pension plans or tax-deferred savings plans through your work? ____________________________________________________________ 1. Yes [GO TO FB36] 5. No [GO TO FB64] 8. Don't Know; DK [GO TO FB64] 9. Refused; RF [GO TO FB64] 0. Inap. W4375 Code Frequency ---------------------- 0 10222 1 115 5 1256 8 3 W4376 FB27. Have the rules that govern your pension benefits or the age you can receive them changed since WAVE-1 MONTH/YEAR? ____________________________________________________________ 1. Yes [GO TO FB36] 5. No 7. Denies being covered by a pension [GO TO FB64] 8. Don't Know; DK 9. Refused; RF 0. Inap. W4376 Code Frequency ---------------------- 0 11596 W4377 FB28. In how many different pension plans are you included on this job? ____________________________________________________________ 1-10. Plans 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4377 11596 0 0 0 0 W4378, FB29. ONLY ONE PLAN: I would like to know what type of W4390, plan this is. MORE THAN ONE PLAN: Now I have some W4402 questions about your (next) most important of these plans. In some retirement plans, Type A, benefits are usually based on a formula involving age, years of service and salary. In other plans, Type B, money is accumulated in an account for you. Is your plan Type A or Type B? 401-K, 403-B, ESOP, SRA, THRIFT/SAVINGS, STOCK/ PROFIT SHARING, MONEY PURCHASE PLANS ARE ALL TYPE B RETIREMENT PLANS. TYPE B PLANS ARE OFTEN CALLED " DEFINED BENEFIT" PLANS. ____________________________________________________________ 1. Type A (Formula) [GO TO FB31] 2. Type B (Account) [GO TO FB34] 3. Both A & B 8. Don't Know; DK [GO TO FB31] 9. Refused; RF [GO TO FB31] 0. Inap. W4378 Code Frequency ---------------------- 0 11596 W4390 Code Frequency ---------------------- 0 11596 W4402 Code Frequency ---------------------- 0 11596 W4379, FB30. For that part of your plan where money is W4391, accumulated in an account, how much is in the W4403 account at present? ____________________________________________________________ 0000000. None 1-9999993. Dollar amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4379 11596 0 0 0 0 W4391 11596 0 0 0 0 W4403 11596 0 0 0 0 W4380, FB31. At what age do you expect to start receiving W4392, benefits from this plan? W4404 ____________________________________________________________ 40-80. Age [GO TO FB32] 92. Now; Current age 93. Can't at all 94. Formula given 95. Any time; No age requirement; Any age [GO TO FB32] 96. Answer in years 98. Don't Know; DK [GO TO FB32] 99. Refused; RF [GO TO FB32] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4380 11596 0 0 0 0 W4392 11596 0 0 0 0 W4404 11596 0 0 0 0 W4381, FB31a. "Expected age to start receiving benefits" IN YEARS. W4393, W4405 ____________________________________________________________ 1-40. Years 97. Other (F2 to Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4381 11596 0 0 0 0 W4393 11596 0 0 0 0 W4405 11596 0 0 0 0 W4382, FB32. About how much do you expect your benefits to be? W4394, (As a percent of your pay at retirement, or as an W4406 amount per month or year?) ____________________________________________________________ 1. Percent of pay 2. Amount per month/year [GO TO FB32b] 3. Lump sum [GO TO FB32d] 8. Don't Know; DK [GO TO FB33] 9. Refused; RF [GO TO FB33] 0. Inap. W4382 Code Frequency ---------------------- 0 11596 W4394 Code Frequency ---------------------- 0 11596 W4406 Code Frequency ---------------------- 0 11596 W4383, FB32a. ENTER THE PERCENT OF FINAL PAY AT RETIREMENT W4395, W4407 ____________________________________________________________ 1-100 Percent [GO TO FB33] 98. Don't Know; DK [GO TO FB33] 99. Refused; RF [GO TO FB33] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4383 11596 0 0 0 0 W4395 11596 0 0 0 0 W4407 11596 0 0 0 0 W4384, FB32b. How much do you expect to receive? W4396, W4408 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ 0000000. None [GO TO FB33] 1-9999993. Amount 9999994. $9,999,994 or More (Specify) 9999997. Other (F2 TO Specify) [GO TO FB33] 9999998. Don't Know; DK [GO TO FB33] 9999999. Refused; RF [GO TO FB33] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4384 11596 0 0 0 0 W4396 11596 0 0 0 0 W4408 11596 0 0 0 0 W4385, FB32c. Was that per month or year? W4397, W4409 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FB32b PER [GO TO FB33] 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W4385 Code Frequency ---------------------- 0 11596 W4397 Code Frequency ---------------------- 0 11596 W4409 Code Frequency ---------------------- 0 11596 W4386, FB32d. LUMP SUM AMOUNT: W4398, W4410 ____________________________________________________________ 0000000. None 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4386 11596 0 0 0 0 W4398 11596 0 0 0 0 W4410 11596 0 0 0 0 W4387, FB33. If you continue to work at this business (until AGE W4399, GIVEN IN FB31/for NUMBER GIVEN IN FB31a years), how W4411 much do you expect your pay to be? [NOTE: IF PER HOUR BE SURE TO ADD 00 FOR CENTS IF THERE ARE NONE] ____________________________________________________________ 0000000. None 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4387 11596 0 0 0 0 W4399 11596 0 0 0 0 W4411 11596 0 0 0 0 W4388, FB33a. Was that per hour, week, month, or year? W4400, W4412 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FB33 PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W4388 Code Frequency ---------------------- 0 11596 W4400 Code Frequency ---------------------- 0 11596 W4412 Code Frequency ---------------------- 0 11596 W4389, FB34. How much money is in your account at present? W4401, W4413 ____________________________________________________________ 0000000. None [GO TO FB64] 1-9999993. Dollar Amount [GO TO FB64] 9999994. $9,999,994 or More (F2 to Specify) [GO TO FB64] 9999997. Other (F2 TO Specify) [GO TO FB64] 9999998. Don't Know; DK [GO TO FB64] 9999999. Refused; RF [GO TO FB64] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4389 11596 0 0 0 0 W4401 11596 0 0 0 0 W4413 11596 0 0 0 0 W4414 FB36. In how many different plans of this sort are you included on this job? ____________________________________________________________ 1-10. Plans 97. Other (F2 to Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4414 11596 0 2 0 99 W4415, FB37. ONLY ONE PLAN: I would like to know what type of W4467, plan this is. MORE THAN ONE PLAN: Now I have some W4519 questions about the (next) most important of these plans. (In some retirement plans, Type A, benefits are usually based on a formula involving age, years of service and salary. In other plans, Type B, money is accumulated in an account for you.) Is your plan Type A or Type B? 401-K, 403-B, ESOP, SRA, THRIFT/SAVINGS, STOCK/ PROFIT SHARING, MONEY PURCHASE PLANS ARE ALL TYPE B RETIREMENT PLANS. TYPE B PLANS ARE OFTEN CALLED "DEFINED BENEFIT" PLANS. ____________________________________________________________ 1. Type A (Formula) [GO TO FB39] 2. Type B (Account) [GO TO FB52] 3. Both A & B 8. Don't Know; DK [GO TO FB39] 9. Refused; RF [GO TO FB39] 0. Inap. W4415 Code Frequency ---------------------- 0 11485 1 30 2 68 3 8 8 4 9 1 W4467 Code Frequency ---------------------- 0 11567 1 6 2 20 3 1 9 2 W4519 Code Frequency ---------------------- 0 11592 2 2 3 1 8 1 W4416, FB38. For that part of your plan where money is W4468, accumulated in an account, how much is in the W4520 account at present? ____________________________________________________________ 0000000. None 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4416 11596 931 92916 0 9999998 W4468 11596 17 1857 0 200000 W4520 11596 862 92864 0 9999998 W4417, FB39. How much do you currently contribute (as a percent W4469, of your pay or amount of money per month or year)? W4521 [NOTE: INCLUDE CONTRIBUTIONS THROUGH SALARY DEDUCTIONS, UNION DUES, OR OTHER SOURCES] ____________________________________________________________ 1. Percent of pay 2. Amount per month/year [GO TO FB39b] 7. Don't contribute anything; Included in union dues [GO TO FB40] 8. Don't Know; DK [GO TO FB40] 9. Refused; RF [GO TO FB40] 0. Inap. W4417 Code Frequency ---------------------- 0 11553 1 9 2 11 7 17 8 4 9 2 W4469 Code Frequency ---------------------- 0 11587 2 1 7 6 8 1 9 1 W4521 Code Frequency ---------------------- 0 11594 8 2 W4418, FB39a. ENTER PERCENT OF THE PAY. W4470, W4522 ____________________________________________________________ 1-100. Percent 998. Don't Know; DK 999. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4418 11596 0 13 0 998 W4470 11596 0 0 0 0 W4522 11596 0 0 0 0 W4419, FB39b. How much do you currently contribute? W4471, W4523 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ 0000000. Nothing [GO TO FB40] 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FB40] 9999998. Don't Know; DK [GO TO FB40] 9999999. Refused; RF [GO TO FB40] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4419 11596 88 9287 0 999999 W4471 11596 0 1 0 75 W4523 11596 0 0 0 0 W4420, FB39c. Was that per month or year? W4472, W4524 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FB39b PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W4420 Code Frequency ---------------------- 0 11587 4 3 5 1 6 5 W4472 Code Frequency ---------------------- 0 11595 4 1 W4524 Code Frequency ---------------------- 0 11596 W4421, FB40. For how many years altogether have you been included W4473, in this plan? W4525 [NOTE: INCLUDE YEARS WITH OTHER EMPLOYERS IF SAME PLAN] ____________________________________________________________ 1. One year or less 2-50. Years in plan 96. None (no other info given) 97. Other (F2 TO Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ---------------------------------------------------------------- W4421 11596 0 2 0 99 W4473 11596 0 2 0 99 W4525 11596 0 1 0 98 W4422, FB41. At what age do you expect to start receiving W4474, benefits from this plan? W4526 ____________________________________________________________ 40-80. Age [GO TO FB42] 95. Always receiving benefits 96. Answer in years 98. Don't Know; DK [GO TO FB42] 99. Refused; RF [GO TO FB42] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4422 11596 0 4 0 99 W4474 11596 0 2 0 99 W4526 11596 0 1 0 98 W4423, FB41a. "Expected age to start receiving benefits" IN YEARS: W4475, W4527 ____________________________________________________________ 1-40 Age 97. Other (F2 to Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4423 11596 0 1 0 65 W4475 11596 0 0 0 0 W4527 11596 0 0 0 0 W4424, FB42. About how much do you expect your benefits to be? W4476, (As a percent of your pay at retirement, or as an W4528 amount per month or year?) ____________________________________________________________ 1. Percent of pay 2. Amount per month/year [GO TO FB42b] 3. Lump sum [GO TO FB42d] 8. Don't Know; DK [GO TO FB43] 9. Refused; RF [GO TO FB43] 0. Inap. W4424 Code Frequency ---------------------- 0 11553 1 3 2 21 3 7 8 8 9 4 W4476 Code Frequency ---------------------- 0 11587 2 6 3 1 9 2 W4528 Code Frequency ---------------------- 0 11594 1 1 8 1 W4425, FB42a. ENTER PERCENT OF FINAL PAY AT RETIREMENT: W4477, W4529 ____________________________________________________________ 1-100 Percent [GO TO FB43] 98. Don't Know; DK [GO TO FB43] 99. Refused; RF [GO TO FB43] 0. Inap. [GO TO FB43] Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4425 11596 0 9 0 999 W4477 11596 0 0 0 0 W4529 11596 0 0 0 1 W4426, FB42b. How much do you expect to receive? W4478, W4530 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ 0000000. None [GO TO FB43] 1-9999993. Dollar amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FB43] 9999998. Don't Know; DK [GO TO FB43] 9999999. Refused; RF [GO TO FB43] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4426 11596 3456 185703 0 9999999 W4478 11596 1725 131323 0 9999998 W4530 11596 0 0 0 0 W4427, FB42c. Was that per month or year? W4479, W4531 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FB42b PER [GO TO FB43] 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W4427 Code Frequency ---------------------- 0 11579 4 15 6 2 W4479 Code Frequency ---------------------- 0 11592 4 4 W4531 Code Frequency ---------------------- 0 11596 W4428, FB42d. LUMP SUM AMOUNT: W4480, W4532 ____________________________________________________________ 0000000. None 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4428 11596 2705 161217 0 9999999 W4480 11596 862 92864 0 9999997 W4532 11596 0 0 0 0 W4429, FB43. Most pension plans have a normal retirement age at W4481, which full benefits--sometimes called unreduced W4533 benefits--can be received. Some plans allow retirement at an earlier age, usually with reduced benefits. And in many plans, normal retirement age depends on years of service. What is the earliest age at which you would be eligible to receive full or unreduced pension benefits from this job? ____________________________________________________________ 35-80. Age 92. Now; Current age 93. Can't at all 94. Formula given 95. Any time; No age requirement; Any age 97. Other (F2 to Specify) 98. Don't Know; DK [GO TO FB46] 99. Refused; RF [GO TO FB46] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4429 11596 0 4 0 99 W4481 11596 0 2 0 99 W4533 11596 0 1 0 98 W4430, FB44. How much would these full or unreduced benefits be W4482, as a percentage of your pay at retirement or amount W4534 of dollars per month or year? ____________________________________________________________ 1. Percent of pay 2. Amount per month/year [GO TO FB44b] 3. Lump sum [GO TO FB44d] 8. Don't Know; DK [GO TO FB45] 9. Refused; RF [GO TO FB45] 0. Inap. W4430 Code Frequency ---------------------- 0 11567 1 4 2 13 3 2 8 10 W4482 Code Frequency ---------------------- 0 11591 2 4 3 1 W4534 Code Frequency ---------------------- 0 11596 W4431, FB44a. ENTER PERCENT OF FINAL PAY AT RETIREMENT: W4483, W4535 ____________________________________________________________ 1-100. Percent [GO TO FB45] 998. Don't Know; DK [GO TO FB45] 999. Refused; RF [GO TO FB45] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4431 11596 0 9 0 998 W4483 11596 0 0 0 0 W4535 11596 0 0 0 0 W4432, FB44b. How much do you expect to receive? W4484, W4536 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ 0000000. Nothing [GO TO FB45] 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FB45] 9999998. Don't Know; DK [GO TO FB45] 9999999. Refused; RF [GO TO FB45] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4432 11596 871 92865 0 9999998 W4484 11596 1725 131323 0 9999998 W4536 11596 0 0 0 0 W4433, FB44c. Was that per month or year? W4485, W4537 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FB44b PER [GO TO FA45] 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W4433 Code Frequency ---------------------- 0 11584 4 9 6 3 W4485 Code Frequency ---------------------- 0 11594 4 2 W4537 Code Frequency ---------------------- 0 11596 W4434, FB44d. LUMP SUM AMOUNT: W4486, W4538 ____________________________________________________________ 0000000. None 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4434 11596 164 12901 0 1200000 W4486 11596 862 92864 0 9999997 W4538 11596 0 0 0 0 W4435, FB45. If you work at this business until AGE GIVEN IN W4487, FB43, how much do you expect your pay to be? W4539 [NOTE: IF PER HOUR BE SURE TO ADD 00 FOR CENTS IF THERE ARE NONE] ____________________________________________________________ 0000000. None [GO TO FB46] 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FB46] 9999998. Don't Know; DK [GO TO FB46] 9999999. Refused; RF [GO TO FB46] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4435 11596 15615 393711 0 9999999 W4487 11596 5174 227420 0 9999999 W4539 11596 192 20636 0 2222222 W4436, FB45a. Was that per hour, week, month, or year? W4488, W4540 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FB45 PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 11. Day 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W4436 Code Frequency ---------------------- 0 11576 4 10 6 10 W4488 Code Frequency ---------------------- 0 11594 6 1 99 1 W4540 Code Frequency ---------------------- 0 11595 6 1 W4437, FB46. What is the earliest age at which you could leave W4489, this employer and start to receive pension benefits? W4541 ____________________________________________________________ 35-80. Age 92. Now; Current age 93. Can't at all 94. Formula given 95. Any time; No age requirement; Any age [GO TO FB49] 97. Other (F2 to Specify) [GO TO FB49] 98. Don't Know; DK [GO TO FB49] 99. Refused; RF [GO TO FB49] 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4437 11596 0 5 0 99 W4489 11596 0 2 0 99 W4541 11596 0 1 0 98 W4438, FB48. By how much would your pension be reduced from full W4490, benefits if you left this job at AGE GIVEN IN FB46? W4542 ____________________________________________________________ 1. Percent of benefits 2. Amount per month/year [GO TO FB48b] 3. Lump sum [GO TO FB48d] 4. Percent per year 6. Benefits would be reduced [GO TO FB49] 8. Don't Know; DK [GO TO FB49] 9. Refused; RF [GO TO FB49] 0. Inap. W4438 Code Frequency ---------------------- 0 11583 1 5 2 2 6 2 8 4 W4490 Code Frequency ---------------------- 0 11594 1 1 2 1 W4542 Code Frequency ---------------------- 0 11596 W4439, FB48a. ENTER PERCENT OF BENEFITS OR PERCENT PER YEAR AT W4491, RETIREMENT: W4543 ____________________________________________________________ 1-100. Percent 998. Don't Know; DK 999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4439 11596 0 9 0 998 W4491 11596 0 0 0 20 W4543 11596 0 0 0 0 W4440, FB48b. How much would your benefits be reduced? W4492, W4544 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ 0000000. None [GO TO FB49] 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FB49] 9999998. Don't Know; DK [GO TO FB49] 9999999. Refused; RF [GO TO FB49] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4440 11596 0 3 0 300 W4492 11596 0 2 0 175 W4544 11596 0 0 0 0 W4441, FB48c. Was that per month or year? W4493, W4545 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FB48b PER 1. Hour [GO TO FB49] 2. Week [GO TO FB49] 3. Every two weeks/Bi-weekly [GO TO FB49] 4. Month [GO TO FB49] 5. Twice a month [GO TO FB49] 6. Year [GO TO FB49] 97. Other (Specify) [GO TO FB49] 98. Don't Know; DK [GO TO FB49] 99. Refused; RF [GO TO FB49] 0. Inap. W4441 Code Frequency ---------------------- 0 11594 4 1 6 1 W4493 Code Frequency ---------------------- 0 11595 4 1 W4545 Code Frequency ---------------------- 0 11596 W4442, FB48d. LUMP SUM AMOUNT: W4494, W4546 ____________________________________________________________ 0000000. None 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4442 11596 0 0 0 0 W4494 11596 0 0 0 0 W4546 11596 0 0 0 0 W4443, FB49. Does the amount of your pension depend on Social W4495, Security benefits, in that when you start receiving W4547 Social Security benefits your pension benefits will be reduced? ____________________________________________________________ 1. Yes 5. No [GO TO FB50] 8. Don't Know; DK [GO TO FB50] 9. Refused; RF [GO TO FB50] 0. Inap. W4443 Code Frequency ---------------------- 0 11553 5 39 8 3 9 1 W4495 Code Frequency ---------------------- 0 11587 5 8 9 1 W4547 Code Frequency ---------------------- 0 11594 8 2 W4444, FB49a. When will this change take place: automatically at W4496, age 62, automatically at age 65, when you start W4548 receiving Social Security benefits, or at some other time? ____________________________________________________________ 1. At age 62 2. At age 65 3. When social security benefits begin 4. At some other time 8. Don't Know; DK 9. Refused; RF 0. Inap. W4444 Code Frequency ---------------------- 0 11596 W4496 Code Frequency ---------------------- 0 11596 W4548 Code Frequency ---------------------- 0 11596 W4445, FB50. Rather than regular retirement benefits, could you W4497, choose to receive a lump-sum settlement from this W4549 plan when you retire? ____________________________________________________________ 1. Yes 2. Yes, Partial lump sum 5. No 8. Don't Know; DK 9. Refused; RF 0. Inap. W4445 Code Frequency ---------------------- 0 11553 1 25 5 12 8 5 9 1 W4497 Code Frequency ---------------------- 0 11587 1 5 5 2 9 2 W4549 Code Frequency ---------------------- 0 11594 8 1 9 1 W4446, FB52. (Could you tell me a little more about this plan?) W4498, Is it a thrift or savings plan, a 401K, a 403B, a W4550 Supplemental Retirement Account, a profit-sharing plan, a stock purchase plan, a money purchase plan, or what? ____________________________________________________________ 01. THRIFT OR SAVINGS; "savings and investment plan"; "deferred compensation"; "civil service" 02. 401K; "tax shelter"; combination of 01 and 02; 457K 03. 403b 04. SRA (Supplemental Retirement Account) 05. PROFIT SHARING; combination of 05 and 06 06. STOCK PURCHASE; ESOP (Employee Stock Option Plan) 07. MONEY PURCHASE 08. Annuity (incl. tax deferred) 11. IRA; IRA/SEP 12. SEPP: Simplified Employee Pension Plan 15. Combination of 02 and 05 16. Combination of 01 and 06 17. Combination of 02 and 06 18. Other combinations 97. Other (specify) 98. Don't Know; DK 99. Not Ascertained; NA 00. Inap W4446 Code Frequency ---------------------- 0 11528 1 5 2 12 4 7 5 18 6 4 7 3 8 3 11 7 12 2 97 3 98 4 W4498 Code Frequency ---------------------- 0 11576 1 1 2 3 4 4 5 1 6 3 7 1 97 5 98 2 W4550 Code Frequency ---------------------- 0 11594 2 1 4 1 W4447, FB53. For how many years altogether have you been included W4499, in this plan? W4551 [NOTE: INCLUDE YEARS WITH OTHER EMPLOYERS, IF SAME PLAN] ____________________________________________________________ 1. One year or less 2-50. Years in this plan 96. None (no other info given) 97. Other (F2 to Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4447 11596 0 2 0 98 W4499 11596 0 1 0 98 W4551 11596 0 0 0 34 W4448, FB54. How much does the business contribute (as a percent W4500, of your pay or amount of money per month or year)? W4552 ____________________________________________________________ 1. Percent of pay 2. Amount of money per month/year [GO TO FB54b] 3. Lump sum [GO TO FB44d] 5. Based on profits [GO TO FB55] 6. Doesn't contribute anything [GO TO FB55] 8. Don't Know; DK [GO TO FB55] 9. Refused; RF [GO TO FB55] 0. Inap. W4448 Code Frequency ---------------------- 0 11528 1 29 2 19 6 13 8 6 9 1 W4500 Code Frequency ---------------------- 0 11576 1 8 2 5 6 5 8 2 W4552 Code Frequency ---------------------- 0 11594 1 1 6 1 W4449, FB54a. ENTER PERCENT OF PAY: W4501, W4553 ____________________________________________________________ 1-100. Percent [GO TO FB55] 998. Don't Know; DK [GO TO FB55] 999. Refused; RF [GO TO FB55] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4449 11596 0 19 0 999 W4501 11596 0 13 0 999 W4553 11596 0 0 0 15 W4450, FB54b. ENTER EMPLOYER-CONTRIBUTED AMOUNT: W4502, W4554 ____________________________________________________________ 0000000. None [GO TO FB55] 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FB55] 9999998. Don't Know; DK [GO TO FB55] 9999999. Refused; RF [GO TO FB55] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4450 11596 5199 227427 0 9999999 W4502 11596 866 92864 0 9999997 W4554 11596 0 0 0 0 W4451, FB54c. Was that per month or year? W4503, W4555 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FB54b PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 12. Quarter 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W4451 Code Frequency ---------------------- 0 11583 4 4 6 9 W4503 Code Frequency ---------------------- 0 11592 6 4 W4555 Code Frequency ---------------------- 0 11596 W4452, FB55. How much do you currently contribute (as a percent W4504, of your pay or amount of money per month or year)? W4556 ____________________________________________________________ 1. Percent of pay 2. Amount of money per month/year [GO TO FB55b] 6. Don't contribute anything; Included in union dues [GO TO FB56] 8. Don't Know; DK [GO TO FB56] 9. Refused; RF [GO TO FB56] 0. Inap. W4452 Code Frequency ---------------------- 0 11528 1 18 2 14 6 32 8 3 9 1 W4504 Code Frequency ---------------------- 0 11576 1 3 2 7 6 7 8 1 9 2 W4556 Code Frequency ---------------------- 0 11594 1 1 2 1 W4453, FB55a. ENTER PERCENT OF PAY: W4505, W4557 ____________________________________________________________ 1-100. Percent [GO TO FB56] 998. Don't Know; DK [GO TO FB56] 999. Refused; RF [GO TO FB56] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4453 11596 0 13 0 998 W4505 11596 0 0 0 15 W4557 11596 0 0 0 15 W4454, FB55b. How much do you contribute? W4506, W4558 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ 0000000. None [GO TO FB56] 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FB56] 9999998. Don't Know; DK [GO TO FB56] 9999999. Refused; RF [GO TO FB56] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4454 11596 1741 131328 0 9999999 W4506 11596 5 392 0 40000 W4558 11596 1 93 0 10000 W4455, FB55c. Was that per month or year? W4507, W4559 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FB55b PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 12. Quarter 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W4455 Code Frequency ---------------------- 0 11583 4 3 6 8 98 2 W4507 Code Frequency ---------------------- 0 11589 4 2 6 5 W4559 Code Frequency ---------------------- 0 11595 6 1 W4456, FB56. How much money is in your account at present? W4508, W4560 ____________________________________________________________ 0000000. None 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4456 11596 22313 464233 0 9999999 W4508 11596 3583 185802 0 9999999 W4560 11596 2 131 0 10000 W4457, FB57. Are you able to choose how the money in your account W4509, is invested? W4561 ____________________________________________________________ 1. Yes 5. No [GO TO FB59] 8. Don't Know; DK [GO TO FB59] 9. Refused; RF [GO TO FB59] 0. Inap. W4457 Code Frequency ---------------------- 0 11528 1 40 5 25 8 3 W4509 Code Frequency ---------------------- 0 11576 1 14 5 6 W4561 Code Frequency ---------------------- 0 11594 1 2 W4458, FB58. Is the money in this account invested mostly in W4510, stocks, mostly in interest earning assets, is it W4562 about evenly split between these, or what? ____________________________________________________________ 1. Mostly or all stock (including mutual funds) 2. Mostly or all interest earnings (including bonds) 3. Split 5. Not invested 7. Other (Specify) 8. Don't Know; DK 9. Refused; RF 0. Inap. W4458 Code Frequency ---------------------- 0 11556 1 10 2 6 3 23 7 1 W4510 Code Frequency ---------------------- 0 11582 1 11 3 3 W4562 Code Frequency ---------------------- 0 11594 3 2 W4459, FB59. Does this plan allow you to receive benefits in the W4511, form of a lump sum payment? W4563 ____________________________________________________________ 1. Yes 2. Yes, Partial lump sum 5. No 8. Don't Know; DK 9. Refused; RF 0. Inap. W4459 Code Frequency ---------------------- 0 11528 1 50 2 1 5 11 8 6 W4511 Code Frequency ---------------------- 0 11576 1 17 5 2 8 1 W4563 Code Frequency ---------------------- 0 11594 1 2 W4460, FB60. Does it allow you to receive benefits in the form W4512, of installments or a monthly pension? W4564 ____________________________________________________________ 1. Yes 5. No [GO TO FB61] 8. Don't Know; DK [GO TO FB61] 9. Refused; RF [GO TO FB61] 0. Inap. W4460 Code Frequency ---------------------- 0 11528 1 60 5 5 8 3 W4512 Code Frequency ---------------------- 0 11576 1 18 8 2 W4564 Code Frequency ---------------------- 0 11594 1 2 W4461, FB60a. What is the youngest age at which you could leave W4513, this employer and start receiving a monthly pension W4565 or installments from this plan? ____________________________________________________________ 35-80. Age 92. Now; Current age 93. Can't at all 94. Formula given 95. Any time; No age requirement; Any age 98. Don't Know; DK 99. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4461 11596 0 5 0 95 W4513 11596 0 3 0 95 W4565 11596 0 1 0 55 W4462, FB61. At what age do you expect to start receiving any W4514, benefits from this plan? W4566 ____________________________________________________________ 30-80. Age 98. Don't Know; DK 99. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4462 11596 0 5 0 98 W4514 11596 0 3 0 98 W4566 11596 0 1 0 65 W4463 FB61a. In what form do you expect to receive benefits? (As W4515 a lump sum payment, as a monthly pension, as W4570 installments, or what? ____________________________________________________________ [NOTE: Variables w4464-w4466, w4516-w4518, and w4568-w4570 were removed to save space because they contained no data. Multiple mentions were allowed for these questions, and in no instance did a single respondent require more than one.] 1. Lump sum 2. Monthly pension 3. Installments 4. Split 6. Already receiving 7. Other (Specify) 8. Don't Know; DK 9. Refused; RF 0. Inap. W4463 Code Frequency ---------------------- 0 11528 1 16 2 38 3 7 8 7 W4515 Code Frequency ---------------------- 0 11576 1 6 2 9 3 2 7 1 8 2 W4567 Code Frequency ---------------------- 0 11594 2 1 3 1 W4571 FB63. Altogether how much do you have in your account balance(s) for any other pension plans or savings plan(s) from this job? ____________________________________________________________ 0000000. None 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4571 11596 864 92864 0 9999998 W4572 FB64. Counting high school graduation as 12 years, about how many years of school would you say are needed to do your job reasonably well? ____________________________________________________________ 00. None 1-20. Years of school 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4572 11596 3 11 0 99 FB64 (For someone with this much formal schooling,) about a/b. how much experience do you think it would take to become good at your job? W4573 AMOUNT: ____________________________________________________________ 00. None 1-97. Number given 98. Don't Know; DK 99. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4573 11596 1 9 0 99 W4574 UNIT: ____________________________________________________________ 1. Hours 2. Weeks 3. Day 4. Months 6. Years 7. Other (Specify) 8. Don't Know; DK 9. Refused; RF 0. Inap. W4574 Code Frequency ---------------------- 0 10224 1 82 2 51 3 1 4 126 6 1039 7 22 8 51 W4576 FB68. Over the next several years, do you expect your earnings, adjusted for inflation, to go up, stay about the same, or go down? ____________________________________________________________ 1. Go up 3. Stay about the same 5. Go down 8. Don't Know; DK 9. Refused; RF 0. Inap. W4576 Code Frequency ---------------------- 0 10222 1 577 3 585 5 185 8 25 9 2 W4577 FB69. Sometimes people look for a different job even when they are currently working. Are you currently looking for another job? ____________________________________________________________ 1. Yes 5. No [GO TO FB74] 8. Don't Know; DK [GO TO FB74] 9. Refused; RF [GO TO FB74] 0. Inap. W4577 Code Frequency ---------------------- 0 10355 1 94 5 1146 8 1 W4578 FB70. Are you looking for jobs only in this area, or are you considering jobs that would require you to move? ____________________________________________________________ 1. Jobs in this area 2. Job requiring a move 3. Both/Either one 8. Don't Know; DK 9. Refused; RF 0. Inap. W4578 Code Frequency ---------------------- 0 11502 1 68 2 10 3 15 8 1 W4579 FB71. Are you looking for part-time or full-time work? ____________________________________________________________ 1. Part-time 2. Full-time 3. Either kind 8. Don't Know; DK 9. Refused; RF 0. Inap. W4579 Code Frequency ---------------------- 0 11502 1 37 2 39 3 15 8 3 W4580 FB72. Are you looking for the same kind of work you're doing now, or something different? ____________________________________________________________ 1. Same [GO TO FB73] 2. Either/Both [GO TO FB73] 3. Different 8. Don't Know; DK [GO TO FB73] 9. Refused; RF [GO TO FB73] 0. Inap. [GO TO FB73] W4580 Code Frequency ---------------------- 0 11502 1 26 2 21 3 47 W4580A FB72a. How would it be different? W4580B ____________________________________________________________ Preference for change to: 01. Self-employment; prefer to be my own boss 02. Return to a previous job type 03. Looks for job R has done as a hobby or "second" job 04. Work at home 11. Fewer/more hours 12. Different work schedule (exc. 11); "no more nights" 13. (More) interesting/challenging 14. Less physically demanding; less stressful 15. Better pay/benefits 16. Promotion; more responsibility 17. Different work environment--NFS 21. Gives specific job title different from current/last job 22. Gives general type of work different from current/last job Need/desperation/lack of choice: 51. Would take any job; need/want work, don't care what type it is 52. Jobs like what R (has/had) not available at this time/in this area 53. Anything but this type of work; R clearly dislikes (current/last) job and seeks change because of this 95. R's answer indicates similar type of work on somewhat different product or in somewhat different industry (could have been coded 2 in previous question) 97. Other 98. Don't Know; DK 99. Not Ascertained; NA 00. Inap W4580A Code Frequency ---------------------- 0 11549 1 3 2 1 11 2 13 1 14 5 15 3 16 1 17 1 21 4 22 16 52 1 53 4 95 3 99 2 W4580B Code Frequency ---------------------- 0 11593 4 1 12 1 21 1 W4581- FB73. During the past four weeks, what have you been doing W4586 to find another job? [NOTE: DO NOT READ CATEGORIES. ENTER ALL THAT APPLY] ____________________________________________________________ [NOTE: Variables w4587-v4589 were removed to save space because they contained no data. Multiple mentions were allowed for these questions, and in no instance did a single respondent require more than six.] 01. CHECKED WITH PUBLIC EMPLOYMENT AGENCY 02. CHECKED WITH PRIVATE EMPLOYMENT AGENCY 03. VISITED EMPLOYERS DIRECTLY (including same employer); interviewed 04. PHONED OR WROTE EMPLOYERS DIRECTLY; sent resumes; updated resume 05. ASKED FRIENDS OR RELATIVES 06. PLACED OR ANSWERED ADS 07. READ ADS; "looked in the paper" 08. DIDN'T DO ANYTHING SPECIFIC [GO TO FB74] 11. Started own business/already has new job 12. Go back to school/get training 97. Other (specify) 98. Don't Know; DK [GO TO FB74] 99. Not Ascertained; NA [GO TO FB74] 00. Inap W4581 Code Frequency ---------------------- 0 11502 1 4 2 1 3 9 4 7 5 8 6 1 7 16 8 41 11 1 12 4 97 2 W4582 Code Frequency ---------------------- 0 11576 2 3 3 3 4 4 5 3 6 2 7 2 11 1 97 2 W4583 Code Frequency ---------------------- 0 11591 3 2 5 3 W4584 Code Frequency ---------------------- 0 11594 4 2 W4585 Code Frequency ---------------------- 0 11594 5 1 6 1 W4586 Code Frequency ---------------------- 0 11594 7 2 W4590 FB73e1. How many employers did you visit? ENTER NUMBER OF EMPLOYERS: ____________________________________________________________ 1-95. Employers 97. Other (F2 to Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4590 11596 0 0 0 8 W4591 FB73f1. How many employers did call or write? ENTER NUMBER OF EMPLOYERS: ____________________________________________________________ 1-95. Employers 97. Other (F2 to Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4591 11596 0 0 0 10 W4592 FB74. If you found out about another job like the one you have now, would you look into it? ____________________________________________________________ 1. Yes [GO TO FB75] 2. Probably [GO TO FB75] 3. Maybe [GO TO FB75] 4. Probably not 5. No 7. Other (Specify) 8. Don't Know; DK [GO TO FB74] 9. Refused; RF [GO TO FB74] 0. Inap. W4592 Code Frequency ---------------------- 0 10449 1 159 2 41 3 40 4 60 5 840 7 7 W4593- FB74a. Is that because you like your present job, because W4600 you don't think you could get an equally good job, because you might lose pension or health insurance benefits if you changed jobs, or what? ENTER ALL THAT APPLY. ____________________________________________________________ 01. LIKE PRESENT JOB; "not interested in changing jobs" 02. CAN'T GET EQUAL JOB; would have to take pay cut; would lose vacation benefits 03. MIGHT/WOULD LOSE PENSION BENEFITS 04. MIGHT/WOULD LOSE HEALTH INSURANCE BENEFITS; have current/chronic health problem 05. NEW JOB MIGHT NOT WORK OUT 06. OWNS BUSINESS, WANTS TO WORK FOR SELF 08. AGE OR PROXIMITY TO RETIREMENT; "been there too long"; have seniority 09. Might/would lose benefits--NA which, or all benefits 12. Under contract, obligated to stay 13. Owns own business; self-employed; works for family member 14. Transportation/distance to work 17. Don't want equal/same job; want better/ different job 97. OTHER (SPECIFY) 98. DK 99. NA 00. Inap W4593 Code Frequency ---------------------- 0 10689 1 526 2 16 3 1 4 1 5 4 6 242 8 32 13 1 97 83 98 1 W4594 Code Frequency ---------------------- 0 11424 1 19 2 16 3 3 4 1 5 3 6 86 8 25 97 19 W4595 Code Frequency ---------------------- 0 11571 1 2 2 5 3 1 4 2 6 7 7 4 97 4 W4596 Code Frequency ---------------------- 0 11593 4 1 6 1 8 1 W4597 Code Frequency ---------------------- 0 11594 8 2 W4598 Code Frequency ---------------------- 0 11595 6 1 W4599 Code Frequency ---------------------- 0 11595 7 1 W4600 Code Frequency ---------------------- 0 11596 FB75. Now I am going to read some statements that are true for some people's jobs but not for other people's jobs. Thinking of your job, please tell how often these statements are true. W4601 FB75a. My job requires lots of physical effort. Is this true all or almost all of the time, most of the time, some of the time, or none or almost none of the time? ____________________________________________________________ 1. All or almost all of the time 2. Most of the time 3. Some of the time 4. None or almost none of the time 8. Don't know; DK 9. Refused; RF 0. Inap. W4601 Code Frequency ---------------------- 0 10394 1 250 2 220 3 363 4 368 9 1 W4602 FB75b. (My job requires) lifting heavy loads. (Is this true all or almost all of the time, most of the time, some of the time, or none or almost none of the time?) ____________________________________________________________ 1. All or almost all of the time 2. Most of the time 3. Some of the time 4. None or almost none of the time 8. Don't know; DK 9. Refused; RF 0. Inap. W4602 Code Frequency ---------------------- 0 10394 1 72 2 90 3 382 4 658 W4603 FB75c. (My job requires) stooping, kneeling or crouching. (Is this true all or almost all of the time, most of the time, some of the time, or none or almost none of the time?) ____________________________________________________________ 1. All or almost all of the time 2. Most of the time 3. Some of the time 4. None or almost none of the time 8. Don't know; DK 9. Refused; RF 0. Inap. W4603 Code Frequency ---------------------- 0 10394 1 167 2 144 3 425 4 466 W4604 FB75d. My job requires good eyesight. (Is this true all or almost all of the time, most of the time, some of the time, or none or almost none of the time?) ____________________________________________________________ 1. All or almost all of the time 2. Most of the time 3. Some of the time 4. None or almost none of the time 8. Don't know; DK 9. Refused; RF 0. Inap. W4604 Code Frequency ---------------------- 0 10394 1 734 2 288 3 118 4 62 W4605 FB75e. (My job requires) intense concentration or attention. (Is this true all or almost all of the time, most of the time, some of the time, or none or almost none of the time?) ____________________________________________________________ 1. All or almost all of the time 2. Most of the time 3. Some of the time 4. None or almost none of the time 8. Don't know; DK 9. Refused; RF 0. Inap. W4605 Code Frequency ---------------------- 0 10394 1 597 2 335 3 198 4 71 8 1 W4606 FB75f. (My job requires) skill in dealing with other people. (Is this true all or almost all of the time, most of the time, some of the time, or none or almost none of the time?) ____________________________________________________________ 1. All or almost all of the time 2. Most of the time 3. Some of the time 4. None or almost none of the time 8. Don't know; DK 9. Refused; RF 0. Inap. W4606 Code Frequency ---------------------- 0 10394 1 820 2 203 3 128 4 51 FB76. ASKED FB75 SEQUENCE: Here are some more statements that are true for some people's jobs but not for others. Again thinking of your job, this time please indicate how much you agree or disagree with each statement. NOT ASKED FB75 SEQUENCE: Here are some statements that are true for some people's jobs but not for others. Thinking of your job, please indicate how much you agree or disagree with each statement. W4607 FB76a. My job requires me to do more difficult things than it used to. Do you strongly agree, agree, disagree or strongly disagree with that statement? ____________________________________________________________ 1. Strongly agree 2. Agree 3. Disagree 4. Strongly disagree 8. Don't know 9. Refused 0. Inap. W4607 Code Frequency ---------------------- 0 10394 1 137 2 417 3 557 4 90 8 1 W4608 FB76b. My job involves a lot of stress. (Do you strongly agree, agree, disagree or strongly disagree with that statement?) ____________________________________________________________ 1. Strongly agree 2. Agree 3. Disagree 4. Strongly disagree 8. Don't know 9. Refused 0. Inap. W4608 Code Frequency ---------------------- 0 10394 1 207 2 479 3 439 4 75 9 2 W4609 FB76c. As I get older, I would prefer to gradually reduce the hours I work on this job, keeping my pay per hour the same. ____________________________________________________________ 1. Strongly agree 2. Agree 3. Disagree 4. Strongly disagree 8. Don't know 9. Refused 0. Inap. W4609 Code Frequency ---------------------- 0 10394 1 270 2 594 3 270 4 57 8 7 9 4 W4610 FB76d. I really enjoy going to work. ____________________________________________________________ 1. Strongly agree 2. Agree 3. Disagree 4. Strongly disagree 8. Don't know 9. Refused 0. Inap. W4610 Code Frequency ---------------------- 0 10394 1 418 2 697 3 78 4 9 W4611 FB77. Are you doing any other work for pay now, such as (another) business of your own, or a second job, or the military reserves? ____________________________________________________________ 1. Yes 5. No [GO TO FB81] 8. Don't Know; DK [GO TO FB81] 9. Refused; RF [GO TO FB81] 0. Inap. W4611 Code Frequency ---------------------- 0 10222 1 155 5 1218 9 1 W4612- FB77a. Is this your own business, a second job, the W4613 military reserves, or what? ENTER ALL THAT APPLY. ____________________________________________________________ [NOTE: Variables w4614-w4615 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than two.] 01. OWN BUSINESS (self employment); "own a store/farm/shop" 02. SECOND JOB 03. MILITARY RESERVES 13. Local office holder; trustee; board of directors 97. Other (specify) 98. Don't Know; DK 99. Not Ascertained; NA 00. Inap W4612 Code Frequency ---------------------- 0 11441 1 85 2 65 13 5 W4613 Code Frequency ---------------------- 0 11595 97 1 W4616 FB78. How many hours a week do you usually work on (this other job/these other jobs)? ____________________________________________________________ 1-95. Hours 97. Other (F2 to Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4616 11596 0 4 0 98 W4617 FB79. Counting paid vacations as weeks of work, how many weeks a year do you usually work on (this other job/these other jobs)? ____________________________________________________________ 1-52. Weeks 97. Other (F2 to Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4617 11596 1 5 0 98 W4618 FB80. About how much do you earn before taxes from (this other job/these other jobs)? [NOTE: IF PER HOUR BE SURE TO ADD 00 FOR CENTS IF THERE ARE NONE] ____________________________________________________________ 0000000. None [GO TO FB81] 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999995. Just started 9999997. Other (F2 TO Specify) [GO TO FB81] 9999998. Don't Know; DK [GO TO FB81] 9999999. Refused; RF [GO TO FB81] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4618 11596 22495 473002 0 9999999 W4619 FB80a. Is that per hour, week, month, year, or what? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FB80 PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 11. Day 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W4619 Code Frequency ---------------------- 0 11481 1 10 2 14 3 1 4 13 6 71 11 2 97 3 99 1 W4620 FB81. Now I have a few questions about work and retirement. On your main job, what is the usual retirement age for people who work with you or have the same kind of job? ____________________________________________________________ 40-80. Years of age [GO TO FB82] 94. Formula given 96. No "usual"; Never [GO TO FB82] 97. Answer in years of service 98. Don't Know; DK [GO TO FB82] 99. Refused; RF [GO TO FB82] 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4620 11596 10 28 0 98 W4621 FB81a. ENTER USUAL NUMBER OF YEARS OF SERVICE: ____________________________________________________________ 1-50. Years of service 94. Formula given 97. Other (F2 to Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4621 11596 0 2 0 98 W4622- FB82. Are you currently planning to stop working W4624 altogether or reduce work hours at a particular date or age, have you not given it much thought, or what? [NOTE: DO NOT PROBE BUT ENTER ALL THAT APPLY] ____________________________________________________________ [NOTE: Variables w4625-w4629 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than three.] 01. STOP WORK ALTOGETHER 02. NEVER STOP WORK 03. NOT GIVEN MUCH THOUGHT 04. NO CURRENT PLANS; CONTINUE AS IS 05. WORK FEWER HOURS 06. CHANGE KIND OF WORK 07. WORK FOR MYSELF 12. Go back to school/get training 13. Dependent on spouse's health/retirement 14. Dependent on R's health 95. Already retired 97. Other (specify) 98. Don't Know; DK 99. Not Ascertained; NA 00. Inap W4622 Code Frequency ---------------------- 0 10355 1 140 2 163 3 515 4 146 5 236 6 16 7 11 13 1 14 2 95 1 97 2 98 3 99 5 W4623 Code Frequency ---------------------- 0 11528 1 3 2 8 3 8 4 19 5 18 6 6 7 2 97 4 W4624 Code Frequency ---------------------- 0 11590 4 3 5 1 7 1 97 1 W4630 FB82a. At what age do you plan to stop working? ____________________________________________________________ 25-95. Years of age [GO TO FB82] 96. Never 97. Answered in year that will stop working 98. Don't Know; DK 99. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4630 11596 1 7 0 98 W4631 FB82a1. ENTER YEAR PLANNING TO STOP WORKING: ____________________________________________________________ 1994-2020. Year 9996. Never 9997. Other (F2 to Specify) 9998. Don't Know; DK 9999. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4631 11596 0 26 0 1996 W4632 FB82b. At what age do you plan to start working fewer hours? ____________________________________________________________ 25-94. Years of age 95. Already working fewer hours 96. Never 97. Year planning to start working fewer hours 98. Don't Know; DK 99. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4632 11596 1 10 0 99 W4633 FB82b1. ENTER YEAR PLANNING TO START WORKING FEWER HOURS: ____________________________________________________________ 1994-2020. Year 9996. Never 9997. Other (F2 to Specify) 9998. Don't Know; DK 9999. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4633 11596 0 19 0 1999 W4634 FB82c. At what age do you plan to change the kind of work you do? ____________________________________________________________ 25-95. Years of age 96. Never 97. Year planning to change work 98. Don't Know; DK 99. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4634 11596 0 3 0 98 W4635 FB82c1. ENTER YEAR PLANNING TO CHANGE WORK: ____________________________________________________________ 1994-2020. Year 9996. Never 9997. Other (F2 to Specify) 9998. Don't Know; DK 9999. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4635 11596 1 95 0 9997 W4636 FB82d. At what age do you plan to start working for yourself? ____________________________________________________________ 25-94. Years of age 95. Already working for self 96. Never 97. Year planning self-employment 98. Don't Know; DK 99. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4636 11596 0 3 0 97 W4637 FB82d1. ENTER YEAR PLANNING TO START SELF-EMPLOYMENT: ____________________________________________________________ 1994-2020. Year 9996. Never 9997. Other (F2 to Specify) 9998. Don't Know; DK 9999. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4637 11596 0 19 0 1994 W4638 FB83. We are interested in what people think about retirement, whether they themselves are retired or not. At this time do you consider yourself partially retired, completely retired, or not retired at all? ____________________________________________________________ 1. Completely retired 3. Partly retired 5. Not retired at all [GO TO FB87] 7. Not relevant to R [GO TO FB87] 8. Don't Know; DK [GO TO FB87] 9. Refused; RF [GO TO FB87] 0. Inap. [GO TO FB87] W4638 Code Frequency ---------------------- 0 10355 1 35 3 232 5 956 7 18 FB83a. In what month and year did you (completely/partly) retire? [NOTE: MONTHS ENTERED MUST BE BEFORE WAVE-2 MONTH/ YEAR] W4639 MONTH: ____________________________________________________________ 1. JAN 2. FEB 3. MAR 4. APR 5. MAY 6. JUN 7. JUL 8. AUG 9. SEP 10. OCT 11. NOV 12. DEC 98. Don't Know; DK 99. Refused; RF 0. Inap. W4639 Code Frequency ---------------------- 0 11440 1 26 2 5 3 4 4 8 5 2 6 19 7 13 8 13 9 7 10 8 11 6 12 15 98 28 99 2 W4640 YEAR: ____________________________________________________________ 1924-1994. Year 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4640 11596 29 278 0 9998 W4641 FB84. Thinking back to the time you (completely/partly) retired, was that something you wanted to do or something you felt you were forced into? ____________________________________________________________ 1. Wanted to do 2. Forced into 3. Part wanted, part forced 8. Don't Know; DK 9. Refused; RF 0. Inap. W4641 Code Frequency ---------------------- 0 11329 1 176 2 68 3 22 8 1 W4642 FB85. All in all, would you say that your retirement has turned out to be very satisfying, moderately satisfying, or not at all satisfying? ____________________________________________________________ 1. Very satisfying 2. Moderately satisfying 3. Not at all satisfying 8. Don't Know; DK 9. Refused; RF 0. Inap. W4642 Code Frequency ---------------------- 0 11561 1 23 2 8 3 4 W4643 FB86. Thinking about your retirement years compared to the years just before you retired, would you say the retirement years have been better, about the same, or not as good? ____________________________________________________________ 1. Better 3. About the same 5. Not as good 6. Retired less than 1 year ago 8. Don't Know; DK 9. Refused; RF 0. Inap. W4643 Code Frequency ---------------------- 0 11561 1 21 3 9 5 4 6 1 FB87. R "COMPLETELY RETIRED": I'm going to read you a list of reasons why some people retire. Please tell me whether, for you, these were very important reasons for retirement, moderately important, somewhat important, or not important at all. W4644 Poor health. ____________________________________________________________ 1. Very important 2. Moderately important 3. Somewhat important 4. Not important at all 8. Don't know 9. Refused 0. Inap. W4644 Code Frequency ---------------------- 0 11561 1 4 2 1 3 4 4 26 W4645 Wanted to do other things. ____________________________________________________________ 1. Very important 2. Moderately important 3. Somewhat important 4. Not important at all 8. Don't know 9. Refused 0. Inap. W4645 Code Frequency ---------------------- 0 11561 1 11 2 4 3 5 4 15 W4646 Didn't like the work. ____________________________________________________________ 1. Very important 2. Moderately important 3. Somewhat important 4. Not important at all 8. Don't know 9. Refused 0. Inap. W4646 Code Frequency ---------------------- 0 11561 1 3 2 3 3 3 4 26 W4647 Wanted to spend more time with my family. ____________________________________________________________ 1. Very important 2. Moderately important 3. Somewhat important 4. Not important at all 8. Don't know 9. Refused 0. Inap. W4647 Code Frequency ---------------------- 0 11561 1 5 2 6 3 6 4 18 FB87. R COMPLETELY RETIRED: Now I'm going to read you a list of things that some people say are good about retirement. For each one, please tell me, was this very important, moderately important, somewhat important, or not important at all. OTHERWISE: Now I'm going to read you a list of things that some people say are good about retirement. For each one, please tell me if, for you, they are very important, moderately important, somewhat important, or not important at all. W4648 Being your own boss. ____________________________________________________________ 1. Very important 2. Moderately important 3. Somewhat important 4. Not important at all 8. Don't know 9. Refused 0. Inap. W4648 Code Frequency ---------------------- 0 10355 1 705 2 236 3 134 4 165 8 1 W4649 Being able to take it easy. ____________________________________________________________ 1. Very important 2. Moderately important 3. Somewhat important 4. Not important at all 8. Don't know 9. Refused 0. Inap. W4649 Code Frequency ---------------------- 0 10355 1 447 2 359 3 229 4 204 8 2 W4650 Having the chance to travel. ____________________________________________________________ 1. Very important 2. Moderately important 3. Somewhat important 4. Not important at all 8. Don't know 9. Refused 0. Inap. W4650 Code Frequency ---------------------- 0 10355 1 471 2 319 3 208 4 242 8 1 FB88. R "COMPLETELY RETIRED": Now for things that some people say are bad about retirement. Please tell me if, during your retirement, they have bothered you a lot, somewhat, a little, or not at all. OTHERWISE: Now for things that some people say are bad about retirement. Please tell me if they worry you a lot, somewhat, a little, or not at all. W4651 Not doing anything productive or useful. ____________________________________________________________ 1. A lot 2. Somewhat 3. A little 4. Not at all 7. Didn't work 8. Don't know 9. Refused 0. Inap. W4651 Code Frequency ---------------------- 0 10355 1 386 2 225 3 102 4 526 8 1 9 1 W4652 Illness or disability. ____________________________________________________________ 1. A lot 2. Somewhat 3. A little 4. Not at all 7. Didn't work 8. Don't know 9. Refused 0. Inap. W4652 Code Frequency ---------------------- 0 10355 1 418 2 270 3 162 4 389 8 2 W4653 Not having enough income to get by. ____________________________________________________________ 1. A lot 2. Somewhat 3. A little 4. Not at all 7. Didn't work 8. Don't know 9. Refused 0. Inap. W4653 Code Frequency ---------------------- 0 10355 1 438 2 333 3 138 4 331 8 1 W4654 FB89. ALTERNATIVE WORDINGS: After you stopped working for WAVE I EMPLOYER and before you started working at your current business, did you do any work for pay? Between MONTH/YEAR STOPPED WAVE-1 WORK and MONTH/ YEAR STARTED WORKING AT CURRENT BUSINESS, did you do any work for pay? Between MONTH/YEAR OF WAVE-1 INTERVIEW and MONTH/ YEAR STARTED WORKING AT CURRENT BUSINESS -- when you started working at your current business -- did you do any work for pay? Between MONTH/YEAR OF WAVE-1 INTERVIEW and the time you started working at your current business, did you do any work for pay? ____________________________________________________________ 1. Yes 3. Denies working for Wave 1 employer 5. No [GO TO FB95] 6. Stillworking there 8. Don't Know; DK [GO TO FB95] 9. Refused; RF [GO TO FB95] 0. Inap. W4654 Code Frequency ---------------------- 0 10962 1 132 3 1 5 389 6 94 8 11 9 7 W4655 FB90. Counting yourself as an employer, if you were self employed, for how many employers did you work? ____________________________________________________________ 1. One 2. Two or more 8. Don't Know; DK 9. Refused; RF 0. Inap. W4655 Code Frequency ---------------------- 0 11418 1 136 2 38 8 4 W4656- FB91. ALTERNATIVE WORDINGS: W4688 During which of the months between MONTH/YEAR OF WAVE-1 INTERVIEW and MONTH/YEAR STARTED WORKING AT CURRENT BUSINESS were you working for pay? During which of the months between MONTH/YEAR STOPPED WORKING FOR WAVE-1 EMPLOYER and MONTH/YEAR STARTED WORKING AT CURRENT BUSINESS were you working for pay? ENTER ALL THAT APPLY MONTH: ____________________________________________________________ [NOTE: Variables w4689-w4697 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than three.] 1. JAN 92 2. FEB 92 3. MAR 92 4. APR 92 5. MAY 92 6. JUN 92 7. JUL 92 8. AUG 92 9. SEP 92 10. OCT 92 11. NOV 92 12. DEC 92 13. JAN 93 14. FEB 93 15. MAR 93 16. APR 93 17. MAY 93 18. JUN 93 19. JUL 93 20. AUG 93 21. SEP 93 22. OCT 93 23. NOV 93 24. DEC 93 25. JAN 94 26. FEB 94 27. MAR 94 28. APR 94 29. MAY 94 30. JUN 94 31. JUL 94 32. AUG 94 33. SEP 94 34. OCT 94 35. NOV 94 36. DEC 94 37. All of 1992 after W1 IW 38. All of 1993 39. All of 1994 to date 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4656 11596 1 8 0 98 W4657 11596 0 3 0 97 W4658 11596 0 3 0 39 W4659 11596 0 1 0 97 W4660 11596 0 1 0 38 W4661 11596 0 1 0 39 W4662 11596 0 1 0 39 W4663 11596 0 1 0 27 W4664 11596 0 1 0 38 W4665 11596 0 1 0 39 W4666 11596 0 1 0 30 W4667 11596 0 1 0 38 W4668 11596 0 1 0 39 W4669 11596 0 0 0 15 W4670 11596 0 0 0 16 W4671 11596 0 0 0 17 W4672 11596 0 0 0 18 W4673 11596 0 0 0 19 W4674 11596 0 0 0 20 W4675 11596 0 0 0 21 W4676 11596 0 0 0 22 W4677 11596 0 0 0 24 W4678 11596 0 0 0 25 W4679 11596 0 0 0 26 W4680 11596 0 0 0 27 W4681 11596 0 0 0 28 W4682 11596 0 0 0 29 W4683 11596 0 0 0 30 W4684 11596 0 0 0 31 W4685 11596 0 0 0 32 W4686 11596 0 0 0 33 W4687 11596 0 0 0 34 W4688 11596 0 0 0 36 W4698 FB92. During these months, how many hours per week did you usually work? ____________________________________________________________ 1-94. Hours per week 95. 95 or more 97. Other (F2 to Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4698 11596 1 6 0 105 W4699 FB93. On average, how much were you earning before deductions during these months? [NOTE: IF PER HOUR BE SURE TO ADD 00 FOR CENTS IF THERE ARE NONE] ____________________________________________________________ 0000000. None 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999995. Same as before 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4699 11596 40709 635384 0 9999999 W4700 FB93a. Was that per hour, week, month, or year? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FB93 PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 11. Day 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W4700 Code Frequency ---------------------- 0 11465 1 12 2 25 3 1 4 36 6 50 11 2 97 3 99 2 W4701- FB94. Why did you stop working at that job? W4703 Did the business close, were you laid off or let go, did you leave to take care of family members or what? [NOTE: PROBE IF NECESSARY] ENTER ALL THAT APPLY: ____________________________________________________________ [NOTE: Variables w4704-w4708 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than three.] 01. BUSINESS CLOSED; business moved or sold 02. LAID OFF/LET GO; temporary or seasonal job ended; "contract over" 03. POOR HEALTH/DISABLED; R died; death 04. FAMILY CARE; marriage; pregnancy; child care; husband's wishes 05. BETTER JOB; start own business; go to school/get more training 06. QUIT; bored/burned out; didn't like job/wanted a change; problems with supervisor/co-workers; lack of pay/work hours/promotion/benefits 07. RETIRED 08. R (family) moved 09. Sold business (own) 13. Strike 14. Divorce/separation 16. Transportation/distance to work 24. Early retirement incentive/offer 95. R has not left/still has this job 97. Other (specify) 98. Don't Know; DK 99. Not Ascertained; NA 00. Inap W4701 Code Frequency ---------------------- 0 11459 1 9 2 3 3 4 5 15 6 17 7 6 8 1 95 70 98 1 99 11 W4702 Code Frequency ---------------------- 0 11588 1 2 2 1 5 2 95 1 97 2 W4703 Code Frequency ---------------------- 0 11595 97 1 W4709 FB94a. Did your employment situation change in some way that encouraged you to leave? ____________________________________________________________ 1. Yes 5. No [GO TO FB95] 8. Don't Know; DK [GO TO FB95] 9. Refused; RF [GO TO FB95] 0. Inap. W4709 Code Frequency ---------------------- 0 11471 1 5 5 112 8 3 9 5 W4710- FB94b. How did it change? W4711 [NOTE: ENTER ALL THAT APPLY] ____________________________________________________________ [NOTE: Variables w4712-w4720 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than two.] 01. SUPERVISOR ENCOURAGED DEPARTURE 02. COWORKERS ENCOURAGED DEPARTURE 03. WAGES REDUCED (OR ABOUT TO BE REDUCED) 04. HOURS REDUCED (OR ABOUT TO BE REDUCED) 05. WOULD HAVE BEEN LAID OFF 06. NEW JOB DUTIES 07. NEW JOB LOCATION 08. BECAME ELIGIBLE FOR PENSION 09. EMPLOYER CHANGED HEALTH INSURANCE 10. SPECIAL EARLY RETIREMENT INCENTIVE OFFER 21. Scheduling problems; change in work schedule (exc. 04) 22. Other working conditions; didn't get along with supervisor, business had changed, unsafe working conditions 23. Better job/pay, more hours/benefits; old job lack of pay raises/benefits 24. Start or help with own/family business 31. Physical and mental condition of R (incl. stress) 97. Other (specify) 98. Don't Know; DK 99. Not Ascertained; NA 00. Inap W4710 Code Frequency ---------------------- 0 11591 7 1 21 1 22 3 W4711 Code Frequency ---------------------- 0 11595 31 1 W4721 FB95. Employers sometimes encourage older workers to leave a firm at a particular time by offering a special financial incentive, like a cash bonus or improved pension benefits. These are often called "early retirement windows." Have you been offered such an early retirement window at any time since WAVE-1 MONTH/YEAR? ____________________________________________________________ 1. Yes 5. No [GO TO NEXT SECTION] 8. Don't Know; DK [GO TO NEXT SECTION] 9. Refused; RF [GO TO NEXT SECTION] 0. Inap. W4721 Code Frequency ---------------------- 0 11426 1 15 5 154 8 1 W4722 FB95a. How many of these special incentive offers have you received? ____________________________________________________________ 1-95. Special incentives 97. Other (F2 to Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4722 11596 0 2 0 97 FB96 In what month and year was the first special a/b. incentive offered? In what month and year was the last special incentive offered? In what month and year was the special incentive offered? [NOTE: MONTHS ENTERED MUST BETWEEN WAVE-1 MONTH/YEAR AND WAVE-2 MONTH/YEAR] W4723, MONTH: W4746 ____________________________________________________________ 1. JAN 2. FEB 3. MAR 4. APR 5. MAY 6. JUN 7. JUL 8. AUG 9. SEP 10. OCT 11. NOV 12. DEC 98. Don't Know; DK 99. Refused; RF 0. Inap. W4723 Code Frequency ---------------------- 0 11581 1 4 2 1 3 1 5 3 7 1 10 3 11 1 12 1 W4746 Code Frequency ---------------------- 0 11595 5 1 W4724, YEAR: W4747 ____________________________________________________________ 1992-1994. Year 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4724 11596 3 72 0 1994 W4747 11596 0 19 0 1993 W4725- FB98. Was the special incentive a cash bonus, improved W4731, pension benefits or what? W4748- W4754 ENTER ALL THAT APPLY: ____________________________________________________________ 01. CASH BONUS 02. IMPROVED BENEFITS 03. PERMANENT MEDICAL INSURANCE/health coverage 04. TEMPORARY MEDICAL INSURANCE; "health insurance for a year" 05. TEMPORARY CASH BENEFIT; $ per month until 62, 65 or other limited time or NA how long 06. ADDITIONAL YEARS OF SERVICE CREDITED 13. Life insurance 97. Other (specify) 98. Don't Know; DK [GO TO FA100] 99. Not Ascertained; NA [GO TO FA100] 00. Inap W4725 Code Frequency ---------------------- 0 11582 1 6 2 6 6 2 W4726 Code Frequency ---------------------- 0 11593 1 1 2 1 6 1 W4727 Code Frequency ---------------------- 0 11594 1 1 3 1 W4728 Code Frequency ---------------------- 0 11595 5 1 W4729 Code Frequency ---------------------- 0 11595 6 1 W4730 Code Frequency ---------------------- 0 11595 97 1 W4731 Code Frequency ---------------------- 0 11596 W4748 Code Frequency ---------------------- 0 11595 1 1 W4749 Code Frequency ---------------------- 0 11596 W4750 Code Frequency ---------------------- 0 11596 W4751 Code Frequency ---------------------- 0 11596 W4752 Code Frequency ---------------------- 0 11596 W4753 Code Frequency ---------------------- 0 11596 W4754 Code Frequency ---------------------- 0 11596 W4732, FB99a. How much did the cash bonus amount to? W4755 ____________________________________________________________ 0000000. None 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4732 11596 1746 131327 0 9999999 W4755 11596 13 1421 0 153000 W4733, FB99b. How much did the extra pension benefits amount to? W4756 [NOTE: IF PER HOUR BE SURE TO ADD 00 FOR CENTS IF THERE ARE NONE] ____________________________________________________________ 0000000. None [GO TO FB99c] 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FB99c] 9999998. Don't Know; DK [GO TO FB99c] 9999999. Refused; RF [GO TO FB99c] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4733 11596 867 92864 0 9999998 W4756 11596 0 0 0 0 W4734, FB99b. Was that per week, year, or a lump sum? W4757 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FB99b PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 6. Year 95. Lump sum 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W4734 Code Frequency ---------------------- 0 11591 4 3 6 1 95 1 W4757 Code Frequency ---------------------- 0 11596 W4735, FB99c. Until what age did you receive the temporary W4758 medical insurance? ____________________________________________________________ 35-80. Age [GO TO FB89d] 95. R did not accept offer 96. Answered year 98. Don't Know; DK [GO TO FB89d] 99. Refused; RF [GO TO FB89d] 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4735 11596 0 0 0 0 W4758 11596 0 0 0 0 W4736, FB99c2. Until which year did you receive the temporary W4759 medical insurance? ____________________________________________________________ 1920-1994. Year 9995. R did not accept offer 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4736 11596 0 0 0 0 W4759 11596 0 0 0 0 W4737, FB99c3. How much did the temporary cash benefits amount to? W4760 ____________________________________________________________ 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FB99d] 9999998. Don't Know; DK [GO TO FB99d] 9999999. Refused; RF [GO TO FB99d] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4737 11596 0 0 0 1 W4760 11596 0 0 0 0 W4738, FB99c4. Was that per month or year? W4761 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FB99c3 PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W4738 Code Frequency ---------------------- 0 11595 6 1 W4761 Code Frequency ---------------------- 0 11596 W4739, FB99d. Until what age did you receive the temporary cash W4762 benefit? ____________________________________________________________ 35-80. Age [GO TO FB99e] 95. R did not accept offer 96. Answered year 98. Don't Know; DK [GO TO FB99e] 99. Refused; RF [GO TO FB99e] 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4739 11596 0 1 0 65 W4762 11596 0 0 0 0 W4740, FB99d. Until which year did you receive the temporary cash W4763 benefit? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ 1920-1994. Year 9995. R did not accept offer 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4740 11596 0 0 0 0 W4763 11596 0 0 0 0 W4741, FB99e. How many years of service credit did you receive? W4764 ____________________________________________________________ 1-20. Years 95. R did not accept offer 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4741 11596 0 0 0 5 W4764 11596 0 0 0 0 W4742, FB99f. How much did others amount to? W4765 ____________________________________________________________ 0000000. None 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4742 11596 0 0 0 0 W4765 11596 0 0 0 0 W4743, FB100. Did you accept the incentive and leave that W4766 employer? ____________________________________________________________ 1. Yes 2. Yes, had no choice 5. No [GO TO FB102] 8. Don't Know; DK [GO TO FB102] 9. Refused; RF [GO TO FB102] 0. Inap. W4743 Code Frequency ---------------------- 0 11581 1 12 5 3 W4766 Code Frequency ---------------------- 0 11595 1 1 W4744, FB101. Was the special incentive important in your W4767 decision, or would you probably have left at about that time anyway? ____________________________________________________________ [GO BACK TO FB96a FOR SECOND EOW, IF ANY; OTHERWISE, GO TO NEXT SECTION] 1. Important in my decision 5. I would have left anyway 8. Don't Know; DK 9. Refused; RF 0. Inap. W4744 Code Frequency ---------------------- 0 11584 1 11 5 1 W4767 Code Frequency ---------------------- 0 11595 1 1 W4745, FB102. If you had been offered twice as much (to leave) at W4768 that time, would you have done so? ____________________________________________________________ [BACK TO FB96a FOR SECOND EOW, IF ANY; OTHERWISE, GO TO NEXT SECTION] 1. Yes 3. Depends 5. No 8. Don't Know; DK 9. Refused; RF 0. Inap. W4745 Code Frequency ---------------------- 0 11593 1 1 5 2 W4768 Code Frequency ---------------------- 0 11596 [Return to Beginning] [Table of Contents] [Previous Section] [Next Section]