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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_2

Defined contribution plans include 401-K, 403-B, ESOP, SRA, Thrift/Savings, stock/profit sharing, and money purchase plans.
PENSION 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 pay do you expect those payments to be?PERCENT REGULAR PAYMENTS
J357How much do you expect or plan to receive^FLJ357?AMOUNT REGULAR PAYMENTS
J358_UnfPer year, do you expect it to be more, about, or less than...Was it more, about, or less than...
J358_Unf_RandomRANDOM START NUMBER FOR UNFOLDING BRACKETS
J358_Unf_ResultsUnfolding bracket results
J363How much do you plan to take as a one-time payment?LUMP SUM-AMT PLAN TO TAKE
J364_UnfDo you expect it to be more, about, or less than...Was it more, about, or less than...
J364_Unf_RandomRANDOM START NUMBER FOR UNFOLDING BRACKETS
J364_Unf_ResultsUnfolding bracket results
J396How much does your ^FLBusEmpJ878 currently contribute?

First, please indicate if you'd like to report this as a percentage of pay or an amount per month or year, then the next question will ask for the value.
FORM OF EMPLOYER CONTRIBUTION
J397What percent of your pay does your ^FLBusEmpJ878 contribute?PCT-EMPLOYER CONTRIBUTION
J398How much is your ^FLBusEmpJ878 contributing ^FLJ398?AMT EMPLOYER CONTRIBUTION - PER
J399_UnfPer year, is it more, about, or less than...Was it more, about, or less than...
J399_Unf_RandomRANDOM START NUMBER FOR UNFOLDING BRACKETS
J399_Unf_ResultsUnfolding bracket results
J404How much do you currently contribute to this plan?

First, please indicate if you'd like to report this as a percentage of pay or an amount per month or year, then the next question will ask for the value.

Please include contributions through salary deductions, union dues, or other sources.
FORM OF OWN CONTRIBUTION
J405What percent of your pay do you contribute?PCT-OWN CONTRIBUTION
J406How much do you contribute ^FLJ406?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
J417Are you able to choose how any of the money in your ^FLPlanName is invested?ABLE TO CHOOSE INVESTMENT OPTIONS
J662How have you changed the allocation?HOW CHANGED ALLOCATIONS
J664Is any money in this account invested in ^FLProviderName's stock?MONEY INVESTED IN COMPANY STOCK
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_UnfAs a percentage, is it more, about, or less than...Was it more, about, or less than...
J817_Unf_RandomRANDOM START NUMBER FOR UNFOLDING BRACKETS
J817_Unf_ResultsUnfolding bracket results
J848^FLJ848_ offer retirement accounts, tax deferred retirement savings plans, or pensions to any of its employees?

Please do not include social security--We will ask about it later in the survey.
FIRM/UNION OFFERS PENSION
J849Are you included in any such plans through this employer or union?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?

Do not include benefit plans that provide medical, disability, or "flexible spending" benefits.
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?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?

Please select all that apply.
BENEFIT WITHDRAW OPTIONS R PLANS
J932How much do you expect to leave in the account to take out later?AMOUNT LEAVE IN ACCOUNT
J933_UnfThinking about how much you expect to leave in this account to take out later:

Do 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? First, please indicate if you'd like to report this as a percentage of pay or an amount per month or year, then the next question will ask for the value.

Please take recent losses in value into consideration.
FORM OF REGULAR PAYMENTS
JW002How much money was in your account when you left that ^FLBusEmpW410?AMOUNT IN PENSION WHEN LEFT
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_UnfIs 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
JW013You mentioned that you had purchased an annuity.

How much did you convert to an annuity?
AMOUNT CONVERTED TO ANNUITY
JW014^FLW014_2 How 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
JW051What is that time period?BENEFITS DURATION - UNTIL YEAR
JW052BENEFITS DURATION - UNTIL AGE
JW053BENEFITS DURATION - YEARS
JW054If you should pass away, 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 pass away, 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
JW108Have you started receiving payments from this annuity?STARTED RECEIVING ANNUITY
JW401^FLJW401

Please do not include benefit plans that provide medical, disability or flexible spending benefits. Also, do not include plans from a current, former, or deceased spouse.

We are interested in plans for which you have money in an account or from which you expect to claim benefits and haven't rolled over into an IRA.
ANY OTHER ACCOUNT
JW405Is this plan provided by a private employer, a government employer, a union or what?

If this is a union plan that is only valid with employer or business, please select that employer type as appropriate.

Please note: A financial institution that manages the account is not a provider.
WHO
JW407^FLJW407

Please select "IRA not provided by employer" if the IRA is not provided by an employer, or if it is a rollover from a previous employer, or you do not know if it is provided by an employer.
TYPE
JW408_options^FLW408

If this plan is from a past period of self employment, please select 'Other, specify.'
JOB
JW410^FLW410BEGIN
JW411^FLW411 Please just leave empty if you are still working for this ^FLBusEmpW410, or you are on temporary lay-off and expect to go back.END
JW412^FLJW412

Please select the state where you most recently worked, not the location of corporate headquarters.
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
JW427^FLW427

Please do not include past loans taken against this account.

Please select all that apply.
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.WHAT DONE WITH MONEY WITHDRAWN
JW457If you continue to work will your benefits at retirement go up or stay the same?BENEFITS CHANGE AT RETIREMENT
numberofpensionsnumber of pensions