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sectionJ2
| Variable | Question text | Label |
|---|---|---|
| J2ASSIS | How often did you receive assistance with giving answers to the questions about your pension(s)? | ASSIST SECTION J2 |
| J326 | Are you eligible to be included in any plans on your current job? | ELIGIBLE FOR PENSION |
| J338 | ^FLJ338_1 ^FLJ338_2 | PENSION PLAN TYPE-DB OR DC |
| J352 | For how many years altogether ^FLJ352 included in this plan? | YEARS IN PLAN |
| J353 | At what age do you expect to start receiving (the rest of the) money or benefits from your ^FLPlanName? | AGE- EXPECT RECEIVE BENEFITS |
| J353_age | At what age do you expect to start receiving (the rest of the) money or benefits from your ^FLPlanName (for example at age 59 and 6 months)? | AGE- EXPECT RECEIVE BENEFITS age |
| J354 | At what age do you expect to start receiving (the rest of the) money or benefits from your ^FLPlanName? | YRS- EXPECT RECEIVE BENEFITS |
| J356 | What percent of your final pay at retirement is that? | PERCENT REGULAR PAYMENTS |
| J357 | How much do you expect or plan to receive? | AMOUNT REGULAR PAYMENTS |
| J358_Unf_Random | RANDOM START NUMBER FOR UNFOLDING BRACKETS | |
| J361 | Is that per month or year? | AMOUNT REGULAR PAYMENTS - PER |
| J363 | How much do you plan to take as a one-time payment? | LUMP SUM-AMT PLAN TO TAKE |
| J364_Unf_Random | RANDOM START NUMBER FOR UNFOLDING BRACKETS | |
| J396 | How much does your ^FLBusEmpJ878 currently contribute, as a percent of your pay, or as an amount of money per month or year? | FORM OF EMPLOYER CONTRIBUTION |
| J397 | What percent of your pay does your ^FLBusEmpJ878 contribute?) | PCT-EMPLOYER CONTRIBUTION |
| J398 | How much does your ^FLBusEmpJ878 contribute? | AMT EMPLOYER CONTRIBUTION - PER |
| J399_Unf_Random | RANDOM START NUMBER FOR UNFOLDING BRACKETS | |
| J402 | Is that per hour, week, every two weeks, per month or per year? | AMT EMPLOYER CONTRIBUTION - PER |
| J404 | How much do you currently contribute to this plan, either as a percent of your pay or as an amount of money per month or year? | FORM OF OWN CONTRIBUTION |
| J405 | What percent of your pay do you contribute? | PCT-OWN CONTRIBUTION |
| J406 | How much do you contribute? | AMT-OWN CONTRIBUTION |
| J407_Unf | Per year, is it more, about, or less than... | Was it more, about, or less than... |
| J407_Unf_Random | RANDOM START NUMBER FOR UNFOLDING BRACKETS | |
| J407_Unf_Results | Unfolding bracket results | |
| J410 | Is that per hour, week, every two weeks, per month or per year? | AMT-OWN CONTRIBUTION - PER |
| J417 | Are you able to choose how any of the money in your ^FLPlanName is invested? | ABLE TO CHOOSE INVESTMENT OPTIONS |
| J664 | Is any money in this account invested in ^FLProviderName's stock? | MONEY INVESTED IN COMPANY STOCK |
| J801 | Do you receive a quarterly report indicating how much money is in your account? | RECEIVE QUARTERLY REPORT |
| J812 | About what percent of this account balance is in stocks or stock mutual funds? | PCT INVESTED- IN STOCKS |
| J813_Unf | As a percentage, is it more, about, or less than... | Was it more, about, or less than... |
| J813_Unf_Random | RANDOM START NUMBER FOR UNFOLDING BRACKETS | |
| J813_Unf_Results | Unfolding bracket results | |
| J816 | About what percent of the total funds in this account is in this employer’s stock? | PCT INVESTED-COMPANY STOCKS |
| J817_Unf_Random | RANDOM START NUMBER FOR UNFOLDING BRACKETS | |
| J848 | ^FLJ848_ offer retirement accounts, tax deferred retirement savings plans, or pensions to any of its employees? | FIRM/UNION OFFERS PENSION |
| J849 | Are you included in any such plans? | PARTICIPATING IN PLAN |
| J850 | ^FLJ850_1 ^FLJ850_2 | GIVEN CHOICE-AUTOMATIC ENROLL |
| J851 | Do you have any money in a retirement or tax deferred savings account through this ^FLBusEmp or union? | FIRM HAS PEN ACCOUNT-NOT CONTRIBUTING |
| J878 | Does your ^FLBusEmpJ878 make any contributions toward your ^FLPlanName? | FORM OF EMPLOYER CONTRIBUTION |
| J881 | Do you make any contributions toward your ^FLPlanName plan? | R CONTRIBUTE TO PLAN |
| J903 | At what age do you expect to start receiving (the rest of the) money or benefits from your ^FLPlanName? | MONTHS- EXPECT RECEIVE BENEFITS |
| J926 | Once you start to receive money or benefits, can you take some or all of it as a one time cash payment? | CASH PAYMENT ALLOWED |
| J927 | Can you take all of your money or benefits as a one time cash payment or only some? | ALL CASH ALLOWED |
| J928 | Once you start to receive money or benefits, can you keep some money in your account to take out whenever you want? | KEEP MONEY ALLOWED |
| J929 | Once you start to receive money or benefits, can you receive regular payments on a monthly or yearly basis? | REGULAR PAYMENTS ALLOWED |
| J931 | Which of these options do you plan to take advantage of? | BENEFIT WITHDRAW OPTIONS R PLANS |
| J932 | How much do you expect to leave in the account to take out later? | AMOUNT LEAVE IN ACCOUNT |
| J933_Unf | Do you expect it to be more, about, or less than... | Was it more, about, or less than... |
| J933_Unf_Random | RANDOM START NUMBER FOR UNFOLDING BRACKETS | |
| J933_Unf_Results | Unfolding bracket results | |
| J938 | ^FLJ938 | EMPLOYER CONTRIBUTE IF R CONTRIBUTE |
| J939 | Are you able to choose how all of the money in this plan is invested, some of it, or a little of it? | ABLE TO CHOOSE ALL OR SOME OPTIONS |
| J947 | ^FLJ355 as a regular payment, how much do you expect those payments to be? | FORM OF REGULAR PAYMENTS |
| JW009 | How much is in the ^FLPlanName account now? If you have any loans against this account, please do not subtract them from the total (for example if you have $40,000 in your account and a loan of $5,000 against this account, please report the total of $40,000). | AMOUNT IN PENSION NOW |
| JW010_Unf | Was it more, about, or less than... | Was it more, about, or less than... |
| JW010_Unf_Random | RANDOM START NUMBER FOR UNFOLDING BRACKETS | |
| JW010_Unf_Results | Unfolding bracket results | |
| JW014 | How old were you when you started receiving payments? | AGE WHEN BENEFITS STARTED |
| JW015 | How much are the payments per month or year? | AMOUNT OF BENEFITS |
| JW016 | Per: | AMOUNT OF BENEFITS - PER |
| JW018 | How much did the rollover amount to? | AMOUNT OF PENSION ROLLOVER |
| JW028 | Are the payments adjusted for changes in the cost of living? | ADJUSTED FOR COST OF LIVING |
| JW049 | Will this payment continue for as long as you live, for a fixed period of time, or what? | BENEFITS DURATION |
| JW050_runout | R DIE WILL BENEFITS CONTINUE RUN OUT - SPECIFY | |
| JW051 | What is that time period? | BENEFITS DURATION - UNTIL YEAR |
| JW052 | What is that time period? | BENEFITS DURATION - UNTIL AGE |
| JW053 | What is that time period? | BENEFITS DURATION - YEARS |
| JW054 | If you should die, would your ^FLHWP continue to receive the same payment, get a reduced payment, or would the payments end? | R DIE WILL BENEFITS CONTINUE |
| JW063 | ^FLJW063 | TOTAL AMT RECEIVED IN INSTALLMENTS |
| JW065 | Instead of receiving regular payments, could you have received the money all at once? | ALLOWED LUMP SUM PAYMENT |
| JW086 | AGE WHEN BENEFITS STARTED MONTHS | |
| JW089 | Will this payment continue for as long as you live, for a fixed period of time, or what? | BENEFITS DURATION |
| JW091 | What is that time period? | BENEFITS DURATION - UNTIL YEAR |
| JW092 | OR | BENEFITS DURATION - UNTIL AGE |
| JW093 | OR | BENEFITS DURATION - YEARS |
| JW094 | If you should die, would your ^FLHWP continue to receive the same benefit, get a reduced benefit, or would the benefits end? | R DIE WILL BENEFITS CONTINUE |
| JW099 | In what year did you roll the money into an IRA? | PAST PENSION-ROLLED OVER TO IRA-YR |
| JW401 | Do you have any other retirement or tax deferred savings accounts or pensions with your current job or union? | ANY OTHER ACCOUNT |
| JW405 | Who provides this plan? | WHO |
| JW407 | What type of plan is this? | TYPE |
| JW408_options | ^FLW408 | JOB |
| JW410 | When did you start working for this ^FLBusEmpW410? | BEGIN |
| JW411 | When did you stop working for this ^FLBusEmpW410? Please just leave empty if you are still working for this ^FLBusEmpW410. | END |
| JW412 | In what state is this ^FLBusEmpW410 located? | STATE |
| JW425 | Does your ^FLPlanName have money in an account in your name? | MONEY IN ACCOUNT |
| JW426 | Are you currently receiving regular payments from your ^FLPlanName? | RECEIVING BENEFITS |
| JW427 | Have you^FLW427_2 received any^FLW427_3 payments, made any withdrawals, or have you rolled over any of the money from this plan into an IRA^FLW427? | WITHDRAWALS/IRREGULAR PAYMENTS |
| JW428 | Are you expecting to receive money or benefits at some time in the future from your ^FLPlanName? | CURRENT STATUS EXPECTING |
| JW431 | Can you borrow against the account? | ALLOWED TO BORROW FROM ACCOUNT |
| JW432 | Do you currently have a loan against the account? | HAVE LOAN AGAINST ACCOUNT NOW |
| JW433 | What is the amount of the loan balance? | AMOUNT OF LOAN BALANCE |
| JW434 | PLAN STATUS-RECEIVING REGULAR BENEFITS | |
| JW437 | PLAN STATUS-WITHDREW SOME MONEY | |
| JW439 | PLAN STATUS-ROLLED INTO IRA | |
| JW453 | What did you do with the money? Please choose all that apply. | WHAT DONE WITH MONEY WITHDRAWN |
| JW457 | If you continue to work will your benefits at retirement go up or stay the same? | BENEFITS CHANGE AT RETIREMENT |