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sectionJ2

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Variable Question text Label
J2ASSISHow often did you receive assistance with giving answers to the questions about your pension(s)?ASSIST SECTION J2
J326Are you eligible to be included in any plans on your current job?ELIGIBLE FOR PENSION
J338^FLJ338_1 ^FLJ338_2PENSION PLAN TYPE-DB OR DC
J352For how many years altogether ^FLJ352 included in this plan?YEARS IN PLAN
J353At what age do you expect to start receiving (the rest of the) money or benefits from your ^FLPlanName?AGE- EXPECT RECEIVE BENEFITS
J353_ageAt 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
J354At what age do you expect to start receiving (the rest of the) money or benefits from your ^FLPlanName?YRS- EXPECT RECEIVE BENEFITS
J356What percent of your final pay at retirement is that?PERCENT REGULAR PAYMENTS
J357How much do you expect or plan to receive?AMOUNT REGULAR PAYMENTS
J358_Unf_RandomRANDOM START NUMBER FOR UNFOLDING BRACKETS
J361Is that per month or year?AMOUNT REGULAR PAYMENTS - PER
J363How much do you plan to take as a one-time payment?LUMP SUM-AMT PLAN TO TAKE
J364_Unf_RandomRANDOM START NUMBER FOR UNFOLDING BRACKETS
J396How 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
J397What percent of your pay does your ^FLBusEmpJ878 contribute?)PCT-EMPLOYER CONTRIBUTION
J398How much does your ^FLBusEmpJ878 contribute?AMT EMPLOYER CONTRIBUTION - PER
J399_Unf_RandomRANDOM START NUMBER FOR UNFOLDING BRACKETS
J402Is that per hour, week, every two weeks, per month or per year?AMT EMPLOYER CONTRIBUTION - PER
J404How 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
J405What percent of your pay do you contribute?PCT-OWN CONTRIBUTION
J406How much do you contribute?AMT-OWN CONTRIBUTION
J407_UnfPer year, is it more, about, or less than...Was it more, about, or less than...
J407_Unf_RandomRANDOM START NUMBER FOR UNFOLDING BRACKETS
J407_Unf_ResultsUnfolding bracket results
J410Is that per hour, week, every two weeks, per month or per year?AMT-OWN CONTRIBUTION - PER
J417Are you able to choose how any of the money in your ^FLPlanName is invested?ABLE TO CHOOSE INVESTMENT OPTIONS
J664Is any money in this account invested in ^FLProviderName's stock?MONEY INVESTED IN COMPANY STOCK
J801Do you receive a quarterly report indicating how much money is in your account?RECEIVE QUARTERLY REPORT
J812About what percent of this account balance is in stocks or stock mutual funds?PCT INVESTED- IN STOCKS
J813_UnfAs a percentage, is it more, about, or less than...Was it more, about, or less than...
J813_Unf_RandomRANDOM START NUMBER FOR UNFOLDING BRACKETS
J813_Unf_ResultsUnfolding bracket results
J816About what percent of the total funds in this account is in this employer’s stock?PCT INVESTED-COMPANY STOCKS
J817_Unf_RandomRANDOM 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
J849Are you included in any such plans?PARTICIPATING IN PLAN
J850^FLJ850_1 ^FLJ850_2 GIVEN CHOICE-AUTOMATIC ENROLL
J851Do you have any money in a retirement or tax deferred savings account through this ^FLBusEmp or union?FIRM HAS PEN ACCOUNT-NOT CONTRIBUTING
J878Does your ^FLBusEmpJ878 make any contributions toward your ^FLPlanName?FORM OF EMPLOYER CONTRIBUTION
J881Do you make any contributions toward your ^FLPlanName plan?R CONTRIBUTE TO PLAN
J903At what age do you expect to start receiving (the rest of the) money or benefits from your ^FLPlanName?MONTHS- EXPECT RECEIVE BENEFITS
J926Once you start to receive money or benefits, can you take some or all of it as a one time cash payment?CASH PAYMENT ALLOWED
J927Can you take all of your money or benefits as a one time cash payment or only some?ALL CASH ALLOWED
J928Once you start to receive money or benefits, can you keep some money in your account to take out whenever you want?KEEP MONEY ALLOWED
J929Once you start to receive money or benefits, can you receive regular payments on a monthly or yearly basis?REGULAR PAYMENTS ALLOWED
J931Which of these options do you plan to take advantage of?BENEFIT WITHDRAW OPTIONS R PLANS
J932How much do you expect to leave in the account to take out later?AMOUNT LEAVE IN ACCOUNT
J933_UnfDo you expect it to be more, about, or less than...Was it more, about, or less than...
J933_Unf_RandomRANDOM START NUMBER FOR UNFOLDING BRACKETS
J933_Unf_ResultsUnfolding bracket results
J938^FLJ938EMPLOYER CONTRIBUTE IF R CONTRIBUTE
J939Are 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
JW009How 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_UnfWas it more, about, or less than...Was it more, about, or less than...
JW010_Unf_RandomRANDOM START NUMBER FOR UNFOLDING BRACKETS
JW010_Unf_ResultsUnfolding bracket results
JW014How old were you when you started receiving payments?AGE WHEN BENEFITS STARTED
JW015How much are the payments per month or year?AMOUNT OF BENEFITS
JW016Per:AMOUNT OF BENEFITS - PER
JW018How much did the rollover amount to?AMOUNT OF PENSION ROLLOVER
JW028Are the payments adjusted for changes in the cost of living?ADJUSTED FOR COST OF LIVING
JW049Will this payment continue for as long as you live, for a fixed period of time, or what?BENEFITS DURATION
JW050_runoutR DIE WILL BENEFITS CONTINUE RUN OUT - SPECIFY
JW051What is that time period?BENEFITS DURATION - UNTIL YEAR
JW052What is that time period?BENEFITS DURATION - UNTIL AGE
JW053What is that time period?BENEFITS DURATION - YEARS
JW054If 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^FLJW063TOTAL AMT RECEIVED IN INSTALLMENTS
JW065Instead of receiving regular payments, could you have received the money all at once?ALLOWED LUMP SUM PAYMENT
JW086AGE WHEN BENEFITS STARTED MONTHS
JW089Will this payment continue for as long as you live, for a fixed period of time, or what?BENEFITS DURATION
JW091What is that time period?BENEFITS DURATION - UNTIL YEAR
JW092ORBENEFITS DURATION - UNTIL AGE
JW093ORBENEFITS DURATION - YEARS
JW094If 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
JW099In what year did you roll the money into an IRA?PAST PENSION-ROLLED OVER TO IRA-YR
JW401Do you have any other retirement or tax deferred savings accounts or pensions with your current job or union?ANY OTHER ACCOUNT
JW405Who provides this plan?WHO
JW407What type of plan is this?TYPE
JW408_options^FLW408JOB
JW410When did you start working for this ^FLBusEmpW410?BEGIN
JW411When did you stop working for this ^FLBusEmpW410? Please just leave empty if you are still working for this ^FLBusEmpW410.END
JW412In what state is this ^FLBusEmpW410 located?STATE
JW425Does your ^FLPlanName have money in an account in your name?MONEY IN ACCOUNT
JW426Are you currently receiving regular payments from your ^FLPlanName?RECEIVING BENEFITS
JW427Have 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
JW428Are you expecting to receive money or benefits at some time in the future from your ^FLPlanName?CURRENT STATUS EXPECTING
JW431Can you borrow against the account?ALLOWED TO BORROW FROM ACCOUNT
JW432Do you currently have a loan against the account?HAVE LOAN AGAINST ACCOUNT NOW
JW433What is the amount of the loan balance?AMOUNT OF LOAN BALANCE
JW434PLAN STATUS-RECEIVING REGULAR BENEFITS
JW437PLAN STATUS-WITHDREW SOME MONEY
JW439PLAN STATUS-ROLLED INTO IRA
JW453What did you do with the money? Please choose all that apply.Bought durables (house, car, etc.)
JW457If you continue to work will your benefits at retirement go up or stay the same?BENEFITS CHANGE AT RETIREMENT